Jon leads the Chief Financial Officer & Chief Investment Officer at FiscalNote, executing on the strategic M&A roadmap, improving operating performance and managing capital allocation. Jon brings three decades of experience as an investor, operating executive and board member of high-growth, business intelligence, data and SaaS workflow companies.
Prior to joining FiscalNote, Jon was the Managing Director of UCG, a private holding company of 10 leading business-to-business information, data and workflow SaaS companies serving the energy, healthcare, telecommunications, financial services, technology, advertising and tax preparation markets. At UCG, he managed all aspects of mergers, acquisitions, divestitures, debt and equity financings, strategic and business planning, budgeting, operations and governance – completing and integrating over 30 strategic acquisitions for the portfolio.
Earlier in his career, was a co-founder and Managing Director of MCG Capital, a senior debt, mezzanine and uni-tranche investment company backed by Goldman Sachs Capital Partners, Heller Financial, Vestar Capital Partners and Soros Private Equity Partners. Jon originated and managed investments in over two dozen information, software and media companies while at MCG.
Jon holds a BA from Denison University and an MBA from the University of Virginia’s Darden School of Business Administration.
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