Jacob Kalatizadeh

Director

New York Transaction Opinions & Board Advisory jkalatizadeh@lincolninternational.com

I guide clients through their most important and complex decisions with unmatched responsiveness, technical rigor and trusted insight.

Who We Are / Our People / Jacob Kalatizadeh

Jacob is a Director in Lincoln International’s transaction opinions & board advisory team and is based in the firm’s New York office. He advises boards of directors, special committees, general partners and other fiduciaries on complex and high-stakes transactions, providing independent fairness opinions, solvency opinions and other transaction-related opinions.

Jacob helps clients evaluate and execute mergers, acquisitions, spin-offs, divestitures, recapitalizations, restructurings, GP-led secondaries and other related-party transactions with clarity and confidence. Drawing on deep expertise in public company board processes and private equity dynamics, he brings an objective perspective that supports decision-making, withstands scrutiny and facilitates stakeholder alignment.

Prior to joining Lincoln, Jacob was a member of the transaction opinions practice at Houlihan Lokey.

Jacob earned a Bachelor of Business Administration in Finance from Baruch College.

Recent Transactions

Lincoln International advised CapVest on the recapitalization of Curium

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Meet our Senior Team

I invest in personal relationships with my clients and bring energy, creativity, leadership, a little bit of humor and confidence to every interaction.

Bradley Akason

Senior Director

Chicago

I view working with clients as a partnership that is collaborative, insightful and transparent and deliver with the highest level of service, attention and execution.

Smitha Balasubramanian

Managing Director

Chicago

I enjoy navigating complex scenarios in real time to provide independent and trustworthy valuation advice.

Nick Baldwin

Managing Director

London

I provide professionalism, proactiveness and reliability in supporting my clients to help them achieve their strategic objectives.

Gianluca Banfi

Senior Director

Milan

Coaching highly motivated, gifted and dedicated individuals to provide exceptional outcomes for our clients and contribute to the growth and success of Lincoln International is what drives me each day.

Robert Barr

Managing Director | Co-Head of Europe

Chicago

I strive to connect and collaborate with our clients in order to understand their goals and exceed their definition of ‘success’ in each transaction.

Alejandro Barrera

Managing Director

New York

My approach to advisory begins with honesty — my commitment to clients is that they will always get a complete and frank assessment of their circumstances, as well as objective recommendations tailored to their needs.

Griffin Bealle

Managing Director

New York

I am a rigorous advocate for my clients with a hands-on, communicative approach, focused on delivering intense advocacy and outlier results.

Sean Bennis

Managing Director & Global Head of Industrials

Chicago

I am enthusiastic about creating sustainable growth and the highest value for our clients and strive to leave a positive footprint beyond any successful M&A transaction.

Friedrich Bieselt

Managing Director & Head of Business Services, Europe

Frankfurt

I enjoy leading clients and realizing their objectives, while structuring solutions to issues that are both intriguing and challenging.

Øyvind Bjordal

Managing Director & Head of Switzerland

Zurich

I enjoy being able to provide real value to clients by supporting them in the purchase price adjustment process, including the resolution of M&A disputes.

Charles Blank

Managing Director

New York

As a former lender, my intimate knowledge of the underwriting process is an invaluable asset in marketing, negotiating and documenting debt transactions for my clients, resulting in outlier financing solutions that exceed expectations.

Tim Blonn

Managing Director

Chicago

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