New Investment Banker joining Merit Harbor Group in Seattle

TACOMA, Wash. - July 7, 2015 - PRLog -- Merit Harbor Group, a boutique M&A, Investment Banking, and Advisory Firm dedicated to helping CEO’s and Entrepreneurs create, grow, optimize and capture enterprise value, today announced that Jake Matthaei will be joining the investment banking team as Director in the Northwest Office. He will be based out of Tacoma/Seattle.

Jake has over 10 years of experience working with privately held businesses and worked in the financial industry for the last 7 years helping owners with strategic planning and accessing capital. He has a depth of experience in a multitude of industries, specifically focusing on manufacturing, construction, Telecommunications, and consumer products, to name a few. With a background in commercial banking, Jake brings to Merit Harbor Group, a dynamic skillset of business analysis and middle market development.

“We are so excited to have Jake join our team here at Merit Harbor Group. His banking background and meticulous focus on customer satisfaction make him a great addition to the Capital division of our firm,” said Craig Dickens, CEO of Merit Harbor Group. “As we continue to grow as a company, additions like Jake enhance our position in the industry. We anticipate Jake to make a big impact moving forward and we’re pleased with his decision to join the team.”

Jake has worked with business owners with $5MM-$100MM+ in revenue for the past 10+ years on growth strategies.  He has worked on the strategic side of operations as well as financial, particularly related to accessing capital, cash management, forecasting and stress testing, and profitability/margin analysis.  In addition, Jake was a commercial banker for 5 years proving out financial analysis techniques and learning the ins and outs of the credit world.  He has helped companies access hundreds of millions of dollars to facilitate their operations and general growth.  In combination with identifying strategic acquisition targets for clients and worked to facilitate the transaction.

“I am eager to join Merit Harbor Group’s Investment Banking team, and excited for the opportunity to work with such respected and accomplished professionals in the Lower Middle Market,” said Jake. “Our collective efforts and specific industry expertise are what distinguishes Merit Harbor Group from our competiition, and reassures our clients that they are working with the best in the industry.”

Jake is a Northwest native with a BA in Finance and Economics from Washington State University and Masters in Business Administration from the University of Washington. He has been involved with different industry groups such as the Risk Management Association (RMA), Beta Gamma Sigma Honor Society (BGS), and the Center for Advanced Manufacturing in the Puget Sound (CAMPS).

Jake and his wife reside in Tacoma, WA.  They welcomed their first child into the world several months ago, which now occupies most of their free time.  While not entertaining his new son, Jake spends much of his time trying not to create too much damage around the house with his never ending list of DIY projects on their 100 year old home.  Weather permitting, fishing and other water sports are a go-to recreation for his family.  Jake is committed to his family, friends and community.  Never sacrificing his values is paramount in every aspect of life, be it at home or in business.

About Merit Harbor Group

Merit Harbor Group is a boutique M&A, Investment Banking and Advisory firm dedicated to helping CEO’s and Entrepreneurs create, optimize and capture their enterprise value. With offices in Seattle, Portland, Los Angeles, Las Vegas, and Boston, Merit Harbor Group professionals work closely with clients to raise growth capital or prepare for a M&A event.  The Company concentrates on helping lower middle market companies from $10mm – $200mm in sales.  More information can be found at

Securities offered through Offerboard Securities, a broker-dealer, Member FINRA/SIPC.

Sean Ostrander
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Tags:Mergers, Acquisitions, Seattle, Investment, Capital
Industry:Banking, Financial
Location:Tacoma - Washington - United States
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