Jon P Moffitt

Director of Captial Structures

Jon P. Moffitt is a distinguished finance professional with extensive expertise in raising capital and structuring debt to prepare businesses for sale, and in navigating complex debt and equity landscapes. Over his career, Mr. Moffitt has excelled in roles within the finance sector, notably spending time at Bank of America Merrill Lynch in global commercial banking. Here, he showcased his prowess by managing debt and equity portfolios valued at over $500 million and maintained a portfolio of 135 client relationships, delivering a comprehensive array of financial products. His expertise covers the origination, management, and underwriting of diverse financing types, including multi-family, industrial flex, office, medical, and residential projects, as well as mergers, acquisitions, aircraft, equipment, and land financing. Mr. Moffitt is skilled in crafting intricate underwriting frameworks involving multiple borrowers, guarantors, and collateral types, with his transaction portfolio encompassing construction, owner-occupied and investment properties, lines of credit, letters of credit, mezzanine financing, and multifaceted lender structures.

In addition to his banking expertise, Mr. Moffitt spent time as a Banking Center Manager, where he led sales and service activities to exceed sales goals, expand customer relationships, and surpass service expectations through employee development and effective administration. As a Cluster Leader overseeing ten banking centers, he was instrumental in driving the uniform application of Bank of America’s strategies, managing 150 employees, and developing marketing plans that significantly enhanced Consumer Real Estate product visibility in the Central Region. His innovative approach to marketing and performance tracking for consumer real estate assets and high-level sales initiatives were later adopted nationwide, underscoring his capability to implement successful strategies on a large scale.

Jon P. Moffitt’s deep-rooted experience in finance, combined with his strategic approach to capital raising and debt structuring, makes him an indispensable advisor for businesses looking to navigate the complexities of preparing for a sale or seeking to optimize their financial strategies through debt and equity solutions.