Jay Carter has over 30 years experience representing privately held businesses and their owners in all phases of their business life cycle, from startup and acquiring early-stage venture capital investment, through the successful sale or recapitalization of the business. Mr. Carter’s practice centers around providing exit planning, merger and acquisition, and capital raising solutions for family-owned and other closely-held businesses. He understands that the business owner’s goals cannot truly be satisfied until their professional and personal objectives are considered together.
Prior to joining the firm, Mr. Carter was founder of The JL Carter Group, LLC, a boutique investment banking firm in Charlotte, North Carolina. Previously, Jay was founder and Managing Director of Greer & Walker Corporate Finance LLC, the investment banking division of a large regional accounting firm, also located in Charlotte.
Mr. Carter is a frequent speaker and subject mater expert on the topics of capital markets, mergers and acquisitions, business valuation and exit planning. Jay is a 1983 graduate of the University of Colorado, Boulder, with a B.S. in finance. Mr. Carter is a registered representative of Corporate Finance Securities, LLC and holds FINRA series 7, 24, 28 and 63 licenses.