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Jason S. Lewis
Principal
Mr. Lewis is a Principal of Waypoint Advisors, LLC, a Management Consulting firm, which specializes in strategic growth consulting for small to medium sized companies. Prior to Waypoint Advisors, Mr. Lewis served as the President of Strategic Business Plan Consulting, LLC: a Management Consulting firm which specialized in Strategic Consulting and the preparation of Business Plans for small to medium sized companies who are going through a grow phase and/or seeking financing. The firm also assists clients with the preparation of Regulation D 504 and 506 Private Placement Memorandums and capital structuring. In March of 2006, Strategic Business Plan Consulting, LLC merged with Waypoint Advisors, LLC.
Prior to establishing Strategic Business Plan Consulting, LLC, Jason served a Managing Director of S&L Structured Capital, Inc. - a boutique investment banking and financial consulting firm offering services in Commercial Real Estate Acquisition & Development Financing, Private Placements, Commercial Lease Origination, and Sale-Lease-Back Transactions. During his time with S&L, Jason successfully performed the following:
- He worked on multiple advertising and marketing campaigns focusing on the strategic placement of information which would prove most advantageous to earning business for the company.
- Managed the preliminary underwriting and project packaging of commercial real estate projects ranging from $500,000 to over $1,000,000,000 in size to present to lenders and investors.
- Developed private placement memorandums using the Regulation D 504 and 506 exemption guidelines to prepare a client company for the raising of capital using equity, debt, and derivative securities.
- Constructed multiple business plans for companies seeking capital that are involved in commercial real estate, technology, hospitality, consumer products, and various other industries.
- Joined multiple client companies as an Executive Officer and Board Adviser to assist with capital raising through private investment groups, manage investor relations, and determine dividend disbursement.
Before Joining S&L, Jason worked as an Investment Banker with Wachovia Securities. During his time with Wachovia, Jason worked directly with senior management to provide asset-backed conduit facility underwriting and investment management services to clients in the financial services industry specializing in the origination of small business loans, commercial real estate mortgages, aviation leases, small-ticket equipment leases, and healthcare equipment leases.
Prior to Wachovia, Jason worked for Arthur Andersen as a Financial Commodities Risk Consultant where he worked closely with firm partners and managers to provide management/process organization, valuation, and assurance consulting services to clients in the financial and real estate industries.
Mr. Lewis graduated with Distinction from Virginia Tech earning a Bachelor of Arts in Economics and a Bachelor of Science in Finance.
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