Integrated M&A Advisory &
Operational Consulting

A New Advisory Paradigm

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.

M&A Execution

Amplified by operational insight. We de-risk transactions by building the robust foundations that maximize valuation.

Operational Expertise

Guided by M&A acumen. We drive strategic improvements with a clear focus on enhancing enterprise value.

Designed to be Different

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.

While our name is born from the fusion of our founders, Lynn and Greene, it carries a deeper symbolism. It is a homophone for Liger, the rare and powerful hybrid of a lion and tiger. This mirrors our core philosophy: the strategic fusion of two powerful disciplines, M&A advisory and operational consulting, into a single, formidable force. Like our namesake, our integrated model is engineered to be rare, potent, and dominant in its environment.

The Established Roadmap

Our engagement is a structured journey. We deploy a phased approach that establishes immediate momentum and builds towards long-term, defensible value.

01. Immersion & Strategy

Deep dive into operations, finance, and market position. We align on a strategic plan with clear, quantifiable objectives.

02. Execution & Optimization

Hands-on implementation of strategic initiatives. We act as your C-suite extension to drive growth and operational excellence.

03. Capital & Monetization

Structuring the optimal capital path, whether for growth equity, strategic partnership, or a premium M&A exit.

04. Value Realization

Executing the transaction and ensuring a seamless transition that secures maximum value for all stakeholders.

A Partnership, Not a Project

Traditional advisory is transactional. We build embedded, long-term relationships with aligned incentives, designed to span multiple capital events and years of strategic growth.

The LYGR Partnership Journey

1

Align Incentives

We establish a shared-risk model from day one, ensuring our interests are your interests.

2

Fortify & Maximize Value

We become an embedded partner, providing operational and strategic support to strengthen foundations.

3

Execute Initial Capital Event

We secure the highest quality capital and partners, not just the fastest deal.

4

Strategize Future Events

Co-author the long-term roadmap: bolt-on acquisitions, IP management, and future capital rounds.

5

Long-Term Vision (LTV)

Guiding you to a premium exit, market dominance, or successful IPO. We are your long-term back-office with skin in the game.

Proven Expertise. Global Impact.

Our globally curated partner stack and their collective track record form the foundation of our advisory capability.

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Transactions Executed
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Key Sectors of Expertise

Partners in Value Creation

We build deep, collaborative partnerships that produce extraordinary results. The following are representative engagements.

Cross-Border Tech Carve-Out

Navigated the complex carve-out and sale of a specialized hardware division from a multinational conglomerate to a strategic European buyer.

SaaS Growth & Capitalization

Partnered with a founder-led SaaS company to refine its GTM strategy, scale operations, and secure a significant growth equity round.

Advanced Manufacturing Roll-Up

Executed a buy-side mandate for a PE-backed platform, identifying and acquiring three complementary manufacturing businesses.

Deep Sector Expertise

Our experience spans the global innovation economy and its industrial backbone. We speak your language and understand your market's unique dynamics.

SaaS / HaaS

The global SaaS market is projected to reach over $900B by 2030, driven by AI integration and vertical-specific solutions.

Insurtech

The Insurtech market is rapidly expanding, driven by AI-driven underwriting, telematics, and embedded insurance solutions attracting significant venture capital.

Advanced Manufacturing

Industry 4.0 adoption is accelerating, with the smart manufacturing market expected to exceed $500B by 2028.

Energy

The global energy transition, grid modernization, and sustainable technologies are creating massive opportunities for investment and strategic M&A.

Consumer Products

The DTC channel continues its rapid growth, with brands leveraging data analytics for hyper-personalized marketing and supply chains.

MedTech

The MedTech industry is projected to grow at a 5.5% CAGR, fueled by AI-powered diagnostics, robotics, and personalized medicine.

Logistics & Supply Chain

AI-driven optimization and a focus on resilience are attracting major investment to combat global disruptions and drive efficiency.

Proprietary Technologies

Companies with strong, defensible IP continue to command premium valuations and attract strategic acquirers seeking a competitive edge.

Leadership & Vision

LYGR CO was built around a curated partner group of veteran C-suite executives and senior M&A professionals with extensive international experience.

Julian Greene

Julian Greene

Co-Founder & Partner

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.

Jacob Lynn

Jacob Lynn

Co-Founder & Partner

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.

Jordan Coppess

Jordan Coppess

Partner

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.

Jeff Klinefelter

Jeff Klinefelter

Partner

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.

Senior Advisory Board

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.

A Partnership of Purpose

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.

Our Integrated Model

We fuse M&A execution with enterprise building. This is our non-obvious advantage: we build the companies that command premium valuations.

M&A Advisory

Strategic Capital Realization
  • Sell-Side & Buy-Side Mandates
  • Corporate Carve-Outs & Divestitures
  • Growth Equity & Capital Raising
  • Complex Deal Structuring & Negotiation
  • Cross-Border Execution
  • Post-Merger Integration (PMI) Strategy

Operational Excellence

Enterprise Value Transformation
  • Go-To-Market & Commercialization Strategy
  • Supply Chain & Manufacturing Optimization
  • Fractional C-Suite Leadership
  • Capital Markets & IPO Readiness
  • Intellectual Property (IP) Strategy
  • Performance Turnarounds & Scale

Global Footprint

International Arbitrage & Reach
  • Hubs in U.S., Germany, and Hong Kong
  • Navigating Transatlantic/Transpacific Landscapes
  • Reverse Mergers & U.S. Cross-Listings
  • Access to Bulge-Bracket Global Networks
  • Proprietary Cross-Border Deal Flow
  • Deep Market Intelligence Across 20+ Countries
"We exist to bridge the gap between high-level strategy, operational excellence, and successful capital events."

Our Global Footprint

We operate at the intersection of global markets, with a presence in key financial and industrial hubs across North America, Europe, and Asia.

World Map with location dots
Minneapolis
San Diego
Baltimore
Dallas
Stuttgart
Hong Kong
AUDENTES FORTUNA IUVAT

Fortune Favors the Bold.

info@lygrco.com