Anna Halloran Jacob
Anna Halloran Jacob
Managing Director
Phone: 310-849-2851
Anna has over 25 years of experience in investment banking, private equity, and corporate operations. This combination of knowledge and experience allows her to offer to clients unique insights into increasing shareholder value.

As an investment banker at Columbia Capital Securities, Sutro & Co. and Lehman Brothers (NY), she advised CEO’s and boards for middle market and Fortune 500 companies on strategic, financial and operational solutions to maximize shareholder value. Anna worked with clients on strategic growth plans, public and private equity and debt offerings, IPOs, mergers and acquisitions, and fairness opinions, representing over $5 billion in transactions. She counseled companies in the healthcare, consumer, advertising/digital, biotech, retail, software/technology and manufacturing sectors.

As a principal in a $500 million private equity firm, she participated in investments in privately held companies in the healthcare, consumer and technology sectors. Anna also served as Senior Vice President, Corporate Development, for a Fortune 500 financial institution, advising top management on growth strategy and mergers and acquisitions in the insurance, banking and mortgage sectors.

As Chief Operating Officer for a full-service advertising company with over 150 employees, she resolved key human resources and operations issues to accelerate the company’s growth and increase profit margins.

Anna earned her MBA from the USC Marshall School of Business and a BA in Economics from the University of California Irvine. She holds Series 7, 79, and 24 licenses with FINRA.