About Adaptive Capital Partners
We specialize in providing comprehensive M&A, capital raising, and strategic advisory services to support businesses from early stage through exit. Discover the difference of working with a firm that prioritizes your strategic objectives and financial goals.
Trust Worthy
Upholding high ethical standards and transparency, we foster trust and reliability in every engagement.
Experienced
With a proven track record and extensive experience, we ensure seamless transactions and optimal outcomes.
Professional
By offering customized solutions and prioritizing our clients’ unique needs and goals, we provide personalized support throughout the entire process
Who We Are
Dedicated to Securing the Best Deal
Adaptive Capital Partners is the premier boutique investment bank based in San Diego, California, focused on serving the middle market nationwide. Our people are our greatest assets, with decades of experience providing exceptional results. Our mission is simple: secure the best terms possible and unlock maximum value for our clients.
Jack Perkins
Managing Director
Jack Perkins is a seasoned CFO and M&A professional bringing a combination of deal and operating expertise to unlock maximum value. Jack’s background has equipped him with the skills necessary to meet the needs of even the most intricate business models. Experience includes capital raising & sell-side M&A, global chief financial officer and controllership roles, financial and technical accounting advisory, and all facets of financial reporting. Jack began his career in public accounting and is a licensed CPA in the State of California.
Expert Accountants
Mark Jacob
Managing Director
Mark Jacob is an accounting and finance professional with over a decade of experience in public accounting and consulting. With experience in audit, tax and financial reporting in various industries such a real estate, healthcare and technology, he has a broad knowledge base to draw from to help his clients. As both an accountant and entrepreneur, he is passionate about helping clients strategically organize and grow their businesses to reach their goals.
Expert Accountants
John Cassidy
Managing Director
John Cassidy has 10 years of experience across a variety of industries and financial disciplines, ranging from inception through exit with multiple rounds of financing to maximize enterprise value at time of sale. Working across disciplines with a wide range of responsibilities including the innovation and commercialization of novel products enables John to partner with both Founder’s and Executive Teams alike to create a compelling Go-to market strategy and support business growth. John holds an MBA from the University of Michigan – Ross School of Business, a Master’s in Accounting from the University of North Carolina – Kenan-Flagler School of Business, as well as a Bachelor’s in Economics from San Diego State University.
Expert Accountants
Contact Us
Interested in learning more about our services and receiving a complementary consultation on the market and potential valuation of your business? Submit now and we will reach out to coordinate time with you and your decision makers to assess where Adaptive can help drive value for your business.