Jacob Lee

Vice President

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Jacob is a Vice Capstone Partners’ Financial Advisory Services group. Jacob brings more than seven years of professional experience to Capstone Partners in advising management teams on M&A transactions as well as complex financial, valuation, and accounting matters.

Prior to joining Capstone, he worked at Inflection Brands, a boutique Texas based investment bank, where he worked extensively with C-suite positions to develop effective sell-side strategies and lead deal teams in the day-to-day execution of M&A processes in the e-commerce sector.

His experience spans a broad range of industries including, e-commerce, manufacturing, professional services, consumer products, and media. He has prior experiences as a Senior Valuations Associate at S&P Global and Consultant at Floyd Advisory.

Jacob’s Transaction Highlights