Jahani & Associates
Jahani & Associates describes itself as a global investment bank headquartered in New York City and serving clients worldwide. Its publicly stated capabilities include M&A advisory, divestitures, joint ventures, capital placement, valuation, and corporate development services.
What stands out about Jahani & Associates
Jahani & Associates publicly presents a global, middle-market investment-banking model spanning M&A advisory, capital placement, valuation, and related corporate-development services. Its materials describe activity across all sectors and every major market, while the homepage does not publish universal transaction-size, revenue, EBITDA, or other numerical client-screening criteria.[1][2][3][4]
What does Jahani & Associates do?
Jahani & Associates (J&A) describes itself as a global investment bank headquartered in New York City, providing investment-banking advisory, transaction, and corporate-development expertise worldwide.
The firm describes itself as serving the global middle market and states that it has served more than 200 clients worldwide.[1]
J&A publicly states that it provides mergers and acquisitions advisory, divestitures, joint ventures, activism and spin-offs advisory, and customized public and private debt and equity capital-placement solutions.
Its stated services also include private placement and commercialization, fund advisory, global trade services, valuation, CFO advisory, business advisory, financial services, and accounting.[3]
Owners comparing advisory firms can also review Auxo’s M&A advisor vs. business broker vs. investment bank comparison, advisor-selection guide, and sell-side advisor evaluation framework.
What should a business owner evaluate before hiring Jahani & Associates?
An owner evaluating J&A can clarify which legal entity would sign the engagement letter and conduct any securities-related activity. The owner can also request the firm’s current transaction-size and financial-profile parameters, along with recent closed transactions comparable by sector, geography, size, and seller objectives.
The official transaction archive does not publish a standardized fee schedule, minimum retainer, success-fee percentage, tail period, or termination schedule. The owner should request the proposed retainer, success fee, expenses, exclusivity, tail, termination, and indemnification provisions. The division of work between J&A, Jahani Securities Inc., or another affiliate, the prospective buyer or capital-provider outreach plan, and the approach to conflicts can also be clarified.[1][4][6][7]
What are the firm’s current minimum and maximum transaction sizes and preferred revenue or EBITDA ranges
Which recent closed transactions are directly comparable by sector, geography, size, and seller objectives
What size transactions and clients does Jahani & Associates focus on?
J&A states that its M&A team works across all sectors and every major market. The materials therefore describe a broad sector mandate rather than a narrow exclusive industry focus.[3]
- Massed Compute: a $2M credit facility, announced March 15, 2023, with status listed as closed.
- DirectMed Parts & Service and NMS Capital partnership with ScanMed, announced October 21, 2022, with status listed as closed.
- Michael Taylor Designs’ deal with Jordi Designs for European expansion, announced October 1, 2022, with status listed as closed.
- Emerge BPO’s sale to ITEL, announced July 28, 2021, for which J&A states it served as Emerge BPO’s exclusive financial advisor.
- Mosaic Corporation’s sale to Dewpoint Holdings, for which a Mosaic announcement identifies J&A as exclusive sell-side investment-banking advisor.
J&A publicly describes work involving mergers, acquisitions, divestitures, joint ventures, activism, spin-offs, and public and private debt and equity capital placement. It also lists valuation, fund advisory, and corporate-development capabilities.
Its stated transaction model includes independent and unconflicted advice, including advice to boards and special committees.[1][3]
What does Jahani & Associates publicly disclose about fees, process and engagement terms?
The homepage identifies global-middle-market positioning and more than 200 clients served worldwide but does not publish a universal minimum or maximum transaction value, revenue threshold, EBITDA threshold, or other numerical client-screening criterion.
The official transaction archive lists the Emerge BPO and ScanMed transaction values as undisclosed. The archive also does not publish a standardized fee schedule, minimum retainer, success-fee percentage, tail period, or termination schedule for the listed transactions.[1][4]
The J&A website footer states that securities are offered through Jahani Securities Inc. A FINRA firm-level BrokerCheck report identifies Jahani Securities Inc. as a New York corporation with CRD #299801 and SEC #8-70268, and states that it was currently registered with the SEC, one SRO, and one U.S. state or territory in that report.
The same report records Jahani and Associates BD, LLC as the predecessor following a May 23, 2023 succession and states that the predecessor LLC was dissolved before the new corporation was formed in New York.[6][7]
J&A presents its advice as independent and unconflicted and states that it provides investment-banking advisory, transaction, and corporate-development expertise worldwide.
The transaction archive identifies examples of financing, partnership, expansion, and sell-side advisory work, including transactions listed as closed.[1][3][4]
Questions to ask before hiring Jahani & Associates
Which legal entity would sign the engagement letter and conduct any securities-related activity?
What are the firm’s current minimum and maximum transaction sizes and preferred revenue or EBITDA ranges?
Which recent closed transactions are directly comparable by sector, geography, size, and seller objectives?
What portion of the proposed work would be performed by J&A versus Jahani Securities Inc. or another affiliate?
What are the retainer, success fee, expense, exclusivity, tail, termination, and indemnification terms?
How many prospective buyers or capital providers would normally be contacted, and how are conflicts managed?
Sources & research notes
- Official website / firm overview
- Official website / firm overview
- Services / capabilities
- Transaction / portfolio evidence
- Transaction / portfolio evidence
- Structure / regulatory context
- FINRA regulatory record
How this profile was researched
Auxo profiles are prepared from publicly available primary and authoritative sources and reviewed for entity identity, factual support and disclosure consistency. When a fact cannot be supported by the reviewed public record, the profile identifies it as something to confirm directly rather than inferring it.
Independent research profile
This profile was prepared by Auxo Capital Advisors from publicly available information believed to be reliable and is provided solely for informational and educational purposes. It is not an endorsement, recommendation, ranking, solicitation, or representation regarding the profiled firm, its services, qualifications, transaction experience, regulatory status, financial condition, or suitability for any particular person, company, transaction, or investment.
Information obtained from third-party and public sources may be incomplete, inaccurate, outdated, or subject to change, and Auxo Capital Advisors makes no representation or warranty, express or implied, as to its accuracy, completeness, or timeliness. Readers should conduct their own independent diligence and consult appropriate professional advisers before engaging any advisor, intermediary, investor, lender, acquirer, or other transaction counterparty.
Broker-dealer and securities disclosure
Auxo Capital Advisors is an affiliate of Weild & Co., Member FINRA | SIPC. Securities-related activities and securities transactions are conducted through Weild & Co.
Nothing contained on this page constitutes an offer to sell, an offer to purchase, or a solicitation of an offer to buy or sell any security, investment product, or financial instrument. Nothing on this page constitutes investment advice, a recommendation regarding any security, or a recommendation to enter into any transaction with the profiled firm or any other party.
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