Jon Pena

Jon is a transaction services specialist with four years’ experience supporting clients through buy-side and sell-side transactions. He began his corporate finance career in valuations before moving into transaction support, giving him a strong understanding of both business value and the financial detail behind a deal.

Jon has advised on transactions across the technology and SaaS, manufacturing, healthcare, professional services, and business services sectors. His experience includes financial and vendor due diligence, carve-outs and SPA support for private equity-backed and privately owned businesses.

He works closely with clients to understand what matters most to them, identify key value drivers, and highlight potential risks. Combining detailed financial analysis with a practical approach, Jon helps clients make informed decisions throughout the transaction process.