01. Immersion & Strategy
Deep dive into operations, finance, and market position. We align on a strategic plan with clear, quantifiable objectives.
Integrated M&A Advisory &
Operational Consulting
We fuse M&A advisory with operational consulting to create a single, powerful engine for value. We don't just close deals; we build the exceptional companies that command them.
Amplified by operational insight. We de-risk transactions by building the robust foundations that maximize valuation.
Guided by M&A acumen. We drive strategic improvements with a clear focus on enhancing enterprise value.
LYGR CO was strategically designed from its inception as a boutique international advisory firm. Founded by Jacob Lynn and Julian Greene, the firm was built to provide a seamlessly integrated, results-focused model that aligns premier operational consulting with a strong focus on cross-border M&A execution for the lower-middle market.
Recognizing the limitations of siloed advisory, LYGR CO was engineered to transform the traditional M&A and management consulting landscape. We are dedicated to a more efficient engagement process, a culture of true partnership, and contractual frameworks that ensure genuine alignment with client interests on a global scale.
Our engagement is a structured journey. We deploy a phased approach that establishes immediate momentum and builds towards long-term, defensible value.
Deep dive into operations, finance, and market position. We align on a strategic plan with clear, quantifiable objectives.
Hands-on implementation of strategic initiatives. We act as your C-suite extension to drive growth and operational excellence.
Structuring the optimal capital path, whether for growth equity, strategic partnership, or a premium M&A exit.
Executing the transaction and ensuring a seamless transition that secures maximum value for all stakeholders.
Traditional advisory is transactional. We build embedded, long-term relationships with aligned incentives, designed to span multiple capital events and years of strategic growth.
We establish a shared-risk model from day one, ensuring our interests are your interests.
We become an embedded partner, providing operational and strategic support to strengthen foundations.
We secure the highest quality capital and partners, not just the fastest deal.
Co-author the long-term roadmap: bolt-on acquisitions, IP management, and future capital rounds.
Guiding you to a premium exit, market dominance, or successful IPO. We are your long-term back-office with skin in the game.
Our globally curated partner stack and their collective track record form the foundation of our advisory capability.
We build deep, collaborative partnerships that produce extraordinary results. The following are representative engagements.
Navigated the complex carve-out and sale of a specialized hardware division from a multinational conglomerate to a strategic European buyer.
Partnered with a founder-led SaaS company to refine its GTM strategy, scale operations, and secure a significant growth equity round.
Executed a buy-side mandate for a PE-backed platform, identifying and acquiring three complementary manufacturing businesses.
Our experience spans the global innovation economy and its industrial backbone. We speak your language and understand your market's unique dynamics.
The global SaaS market is projected to reach over $900B by 2030, driven by AI integration and vertical-specific solutions.
The Insurtech market is rapidly expanding, driven by AI-driven underwriting, telematics, and embedded insurance solutions attracting significant venture capital.
Industry 4.0 adoption is accelerating, with the smart manufacturing market expected to exceed $500B by 2028.
The global energy transition, grid modernization, and sustainable technologies are creating massive opportunities for investment and strategic M&A.
The DTC channel continues its rapid growth, with brands leveraging data analytics for hyper-personalized marketing and supply chains.
The MedTech industry is projected to grow at a 5.5% CAGR, fueled by AI-powered diagnostics, robotics, and personalized medicine.
AI-driven optimization and a focus on resilience are attracting major investment to combat global disruptions and drive efficiency.
Companies with strong, defensible IP continue to command premium valuations and attract strategic acquirers seeking a competitive edge.
LYGR CO was built around a curated partner group of veteran C-suite executives and senior M&A professionals with extensive international experience.
Core Expertise: Financial Strategy & GTM, M&A Financial Due Diligence, Operational Efficiency, Fractional CFO Services.
Julian Greene, active CPA, is a strategic financial architect recognized for his proficiency in navigating complex systems through diverse financial landscapes. His comprehensive background includes positions ranging from consulting CFO for international startups, to holding operational finance roles at multinational tech and manufacturing corporations, notably Knorr-Bremse.
Mr. Greene's areas of specialization within LYGR Co include financial strategy, market entry execution, M&A due diligence, and process optimization.
His ability to navigate business challenges from a variety of angles is underscored by his comprehensive academic portfolio which includes an MBA, a Master of Science in Finance, and a Bachelor of Science in Accounting.
Core Expertise: M&A Execution, Capital Strategy, International Operations, Manufacturing & Supply Chain.
Jacob Lynn is an accomplished C-suite executive with over 15 years of experience guiding companies through significant organizational growth and capital events, from startups to upper-middle-market enterprises. He excels in delivering innovative, results-driven solutions across private M&A execution, international operations, complex corporate capital strategy, and risk management.
Mr. Lynn possesses global industry expertise across sporting goods, medical research, manufacturing technology and processes, product engineering, and supply chain sectors.
A key accomplishment includes leading the establishment of Callaway Golf's Mexico facility, where he provided three years of hands-on leadership from site selection and subcontractor management across four countries to the eventual ramp-up of full-scale mass production.
Core Expertise: Capital Markets, Quantitative Analysis, Complex Deal Structuring, Buy-Side Advisory.
Jordan Coppess, a capital markets specialist with deep expertise in quantitative analysis, intricate deal structuring, and middle market buy-side advisory, established a noteworthy background in the energy and financial sectors.
Mr. Coppess contributes a multifaceted understanding of macroeconomics and investment strategy to the firm from a unique perspective, having led regulatory research and analysis for trade associations across a wide breadth of industries.
His involvement as a partner is vital to structuring and de-risking both domestic and cross-border transactions. Mr. Coppess holds dual Bachelor of Science degrees in Economics and Political Science from The Ohio State University.
Core Expertise: Senior M&A Advisory, Investment Banking Strategy, Corporate Finance, High-Value Negotiations.
Jeff Klinefelter brings a distinguished record of veteran leadership and decades of institutional investment banking experience to LYGR Co. Over the course of his career, he has held various leadership positions, including at Piper Sandler, where he served as Global Head of Equities and Head of Research, contributing to high-profile M&A transactions and the development of sophisticated corporate finance strategies.
In addition to his transactional work, Mr. Klinefelter has raised and managed investment funds, further strengthening his depth in capital markets acumen and strategic advisory.
He has been recognized multiple times by The Wall Street Journal and StarMine as a #1-ranked stock picker. His expertise spans strategic corporate finance, capital allocation, and investment banking strategy.
Our strategic counsel is amplified by a Senior Advisory Board of internationally recognized business leaders. This exceptional group, comprising seasoned investors, former C-suite executives, and public company directors, provides a depth of wisdom and high-level global connectivity that is typically only accessible through the world's largest financial institutions.
We engage with a select group of visionary leaders in the lower-middle market. We seek out novel innovation, defensible IP, and an ambition to lead. Our partnerships are built on a shared-risk model, with contractual frameworks that ensure our interests are unequivocally aligned with your success. We are not a service provider; we are your co-founder in the next chapter of growth.
We fuse M&A execution with enterprise building. This is our non-obvious advantage: we build the companies that command premium valuations.
"We exist to bridge the gap between high-level strategy, operational excellence, and successful capital events."
We operate at the intersection of global markets, with a presence in key financial and industrial hubs across North America, Europe, and Asia.
Fortune Favors the Bold.
info@lygrco.comChallenge: A global technology firm needed to divest a non-core, yet highly valuable, hardware division with operations in both the US and Asia. The challenge was to maximize valuation while navigating complex legal, operational, and cultural hurdles.
LYGR's Role: We acted as the exclusive sell-side advisor. Our integrated team conducted deep operational diligence to create a standalone financial model, identified a curated list of strategic international buyers, and managed a competitive auction process. We led negotiations, structured the deal to mitigate cross-border tax implications, and project-managed the entire carve-out process.
Outcome: Achieved a sale price 35% above initial expectations to a strategic European buyer, securing the future of the division and delivering significant returns to the parent company.
Challenge: A promising B2B SaaS company had strong product-market fit but lacked the operational discipline and strategic financial planning to scale effectively and attract institutional capital.
LYGR's Role: Embedded as an interim COO/CFO, our team rebuilt the company's financial reporting, refined its go-to-market strategy, optimized pricing tiers, and implemented key performance indicators (KPIs). We then prepared a comprehensive data room and investor presentation, leveraging our network to connect the founder with aligned growth equity partners.
Outcome: Secured a $25M Series B funding round from a top-tier growth equity firm, enabling the company to triple its engineering team and expand into new markets.
Challenge: A private equity client with a platform investment in advanced manufacturing sought to accelerate growth through strategic acquisitions.
LYGR's Role: We developed the acquisition thesis and ran a comprehensive buy-side process. This involved identifying and qualifying over 50 potential targets, conducting initial outreach, performing commercial and financial diligence, and negotiating terms for three key acquisitions that expanded the platform's geographic footprint and technical capabilities.
Outcome: Successfully closed three strategic acquisitions in 14 months, doubling the platform's revenue and creating significant synergies that increased EBITDA margin by 400 basis points.
The information contained on this website is for informational purposes only and is not intended to be, and should not be construed as, legal, tax, accounting, or investment advice. This website and its contents do not constitute an offer to sell, a solicitation of an offer to buy, or a recommendation for any security or other financial instrument.
Lynn & Greene, LLC (d/b/a LYGR Co) provides M&A advisory and business management consulting services. LYGR CO is not a registered broker-dealer, investment adviser, or municipal advisor. All securities-related transactions and other activities requiring registration are conducted by registered representatives who are Partners of LYGR Co through GT Securities, Inc. (CRD#: 116012/SEC#: 8-53527), an unaffiliated registered broker-dealer and member of FINRA and SIPC. A direct contractual relationship between the client and GT Securities, Inc. is required for any engagement involving securities transactions.
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