Jonathan Kaufman

I have a passion for helping entrepreneurs and investors realize their goals. Listening to our clients is paramount to success, and only then can we begin to create a strategy that leads to the most advantageous outcome.

Jonathan provides comprehensive financial and strategic advisory services, with a focus on the financial technology (FinTech) sector.

Jonathan has advised on more than $100 billion of transactions during his career. He has counseled clients in the FinTech sector for more than two decades, including large public companies as well as growth-oriented private companies in the Americas, Europe and Asia-Pacific and involving multiple types of transactions, including buy-side and sell-side M&A, capital raises (public and private), leveraged buyouts, divestitures and recapitalizations.

Prior to joining Lincoln, Jonathan was a Managing Director at Piper Sandler. Previously, he was a Managing Director at Moelis & Company.

Jonathan holds a Master in Business Administration from the University of Virginia’s Darden School of Business with concentrations in strategy and finance and bachelor’s degrees in both philosophy and economics from Union College. He was recognized as a 40 Under 40 Dealmaker by The M&A Advisor.