Jason S.

Jason Stone Multi-disciplinary Business Leader with Expertise in Finance, Valuation, Accounting, M&A, and Corporate Business Strategy I am an Entrepreneur, Business Consultant, and Executive with nearly 20 years of investment banking, financial advisory, accounting, and corporate consulting experience serving clients in a wide array of industries, including aviation, technology, biotech, security and defense, food and foodtech, agriculture and agtech, energy and infrastructure, and commercial real estate. This unique combination of industry-agnostic and advisory-based experience forms the foundation of my multi-disciplinary approach to solving complex business challenges and maximizing value creation across a wide spectrum of mandates. Recent research has extolled the positive benefits of “breadth of training” as it relates to solving problems in complex, unpredictable environments, such as those encountered in the business world. I have found this principle to be true time and again, where outside-the-box thinking unlocked solutions to longstanding unsolved problems, including one such instance that netted our team a distinguished global award for capitalizing and commissioning the first privately financed hydroelectric facility in Mexico. Along with my consulting roles, I am an Adjunct Professor at the University of Georgia Terry College of Business, teaching in the areas of finance, private equity, and alternative investments. In 2021, I founded Stone Global Advisors to work with clients at all stages of the business life cycle to implement positive change, whether through research and feasibility, corporate and financial strategy, or strategic M&A transactions. Our clients range from startups to publicly traded companies and span a wide array of industries, including technology, homeland security, agtech, digital media, aviation, commercial real estate, e-commerce, and fine art. Additionally, I am Lean Six Sigma certified and a Top-Rated and Expert-Vetted Upwork contractor with a 100% client satisfaction rating. My passion is rooted in collaborating with intelligent and highly driven individuals to achieve successful outcomes, no matter the obstacles. I look toward to working with you and your team to accomplish great things! TOOLKIT Our firm leverages the following tools to deliver superior outcomes regardless of obstacles: • A robust set of analytical tools including Dynamic Financial Modeling, Monte Carlo Simulation, Multi-Criteria Decision Models and Decision Trees, Linear Regression, Process Mapping, Total Quality Management, and Theory of Constraints • Advanced degrees including M.S. in Marketing and Journalism and an MBA with Finance, Accounting, and Real Estate concentrations, along with key industry certifications in Investment Banking, Bank Marketing, Startup Valuation and Financing, Lean Six Sigma, and Financial Modeling CONSULTING SERVICES - Business Operations - Capital Raising - Company & Asset Valuation - Due Diligence - Financial Modeling & Sensitivity Analyses - Fractional CFO - Mergers & Acquisitions (M&A) - Private Equity & Commercial Lending Tactical Support - Project Finance - Research & Feasibility - Strategy & Corporate Finance BACKGROUND & CREDENTIALS ❖ Founder and Principal of Stone Global Advisors, LLC, a full-service corporate strategy and finance consultancy that provides bespoke solutions to clients at all stages of the business life cycle and across a wide range of industries ❖ ±20 years of investment banking, financial advisory, and corporate consulting experience serving clients in a wide array of industries, including security and defense, technology, food and agtech, energy and infrastructure, and commercial real estate, as well as in capitalizing, managing, and growing early stage companies ❖ Adjunct Professor at the University of Georgia Terry College of Business ❖ Former Managing Director of boutique investment bank, responsible for managing the bank's global operations, as well as serving in a variety of management and C-suite roles for the bank’s portfolio companies, including the CEO and CFO positions for an FAA-approved aircraft charter company ❖ BSEd and a Master of Business Administration (MBA), with High Distinction, Beta Gamma Sigma, from the University of Georgia’s Terry College of Business, concentrating in Finance, Accounting, and Real Estate ❖ Lean Six Sigma Green Belt (C.S.S.C) ❖ Chartered Financial Analyst (CFA®) Program Candidate, CFA Institute ❖ Recipient of the Infrastructure Investor Banking Awards for Excellence 2013 - Latin American Energy Deal of the Year (Publication: PEI / Infrastructure Investor)