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Austin Jack
M&A & Advisor Operations

Austin Jack

Austin Jack leads M&A and advisor operations at Lyons Wealth Management, which he joined in January 2023. He sources and evaluates merger and acquisition opportunities, builds the financial models behind valuation and deal structure, and runs post-acquisition integration so that incoming advisors and their clients move onto the Lyons platform without disruption. He also supports day-to-day portfolio management and does security-level research across client portfolios.

Austin brings buy-side investment banking experience to the firm's growth strategy. As an Investment Banking Analyst at a boutique advisory firm, he prepared confidential information memoranda, financial models and valuation analyses for early-stage companies raising capital in the healthcare and consumer products sectors.

He holds a B.S. in Physics from the University of Central Florida. There he contributed to a NASA-contracted research project developing a high-resolution particle sizer for plume-induced ejecta clouds. That quantitative training now underpins his deal analysis.

Role
M&A & Advisor Operations
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Lyons Fundamental Small Cap Value Strategy

Are you missing out on this market rally? Wall Street has seen a surge in small-cap stocks lately, with the Russell 2000 index climbing over 10.7% in the past month versus 5.5% gains in the S&P 500 and 6.1% uptick in the Nasdaq Composite. This rally coincides with cooling inflation data and hopes for Fed rate cuts in 2024.

We utilize our Fundamental Process, including our proprietary GRAPES valuation model, to screen the universe of mid, small and micro-cap companies.

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