Jeremy Isagon has accumulated over of 9 years of Investment Banking experience, supporting and leading sell-side and buy-side M&A transactions for middle-market companies across various industries.
Jeremy is a Founding Member & Vice President at Momentum Cyber, the premier trusted strategic advisor to the Cybersecurity industry providing bespoke high-impact advice combined with tailored senior-level access from incubation to exit. As a Vice President, Jeremy is responsible for providing analytical and deal execution support on financing, mergers and acquisitions, and other financial advisory services.
Prior to joining Momentum Cyber, Jeremy was an Associate at Robert W. Baird within the Technology and Services group where he advised middle-market companies on equity offerings and M&A transactions. Prior to Baird, he spent two years at Focus Financial Partners, a leading strategic investor in the independent wealth management industry. He was responsible for leading corporate development initiatives in the western U.S. and seeking potential acquisition targets for Focus. Additionally, he advised Focus’ portfolio companies on issues including succession planning, growth (organic and inorganic) as well as organizational design. Jeremy began his investment banking career at Aleutian Capital where he spent more than five years advising clients across various industries on M&A transactions.
Jeremy graduated from McGill University where he received a Bachelor of Commerce majoring in Finance and Entrepreneurship. He has successfully completed all three levels of the CFA program and is a CFA® charterholder. He currently lives in San Francisco and enjoys hiking, running, playing soccer and golf, and is an avid world traveler.