Jason Somerville, an experienced entrepreneur and investment banker, shares his professional journey and insights on transitioning from a corporate job to entrepreneurship. He narrates about his previous roles at Bank of America and a hedge fund, before starting his own ventures, including a helicopter leasing company. Jason now assists business founders/owners planning an exit strategy in his current role at GW Partners. Through a series of phases, they identify weaknesses in businesses, implement improvements and strategize to sell the businesses.


Links and Resources from this Episode


Book a meeting with Ken

If you liked what you’ve heard and would like a one-on-one meeting with the Engineer Of Finance click here

Episode Highlights

  • Jason’s work in helping entrepreneurs with their exit strategy
  • The typical investors they worked with at the hedge fund
  • The challenges and benefits of navigating the entrepreneurial path
  • How his wife’s deep belief in his ideas ignited his entrepreneurial journey
  • The human component in financial deals
  • Using branding as a business strategy, emphasizing emotional connections, DNA, and clear messaging


Review, Subscribe and Share

If you like what you hear please leave a review by clicking here

Make sure you’re subscribed to the podcast so you get the latest episodes.