Jeff C. Merritt
Jeff Merritt | Managing Director
Jeff Merritt brings 40 years of experience in corporate management and consulting, specializing in restructuring, operational improvements, and interim leadership. Since founding his practice in 1992, he has led hundreds of successful engagements across the manufacturing, distribution, energy, construction, and business services sectors.
Professional Expertise
Jeff is an expert in strategic planning, creditor negotiations, business divestitures, and valuations. He frequently serves as interim CEO, CFO, or CRO, providing high-level guidance to boards of directors, private equity groups, and lenders.
His deep knowledge of the financial marketplace allows him to expertly structure and negotiate debt and equity financing with banks and asset-based lenders. Additionally, he has extensive experience acting as a CRO and advisor in bankruptcy cases, managing both debtors and creditors through complex financial transitions.
Background & Leadership
- Previous Roles: Held executive financial positions at a venture capital firm and a private manufacturer with 16 plants.
- Professional Affiliations: Served on the Board of Directors for the Dallas Turnaround Management Association for over a decade (President in 2006).
- Education: Bachelor’s degree in Finance
Jonathan Daniel | Senior Financial Advisor
Jonathan Daniel is a Senior Financial Executive with extensive experience in business advisory, restructuring, and bankruptcy reorganization. He has served as Interim CFO, COO, and CRO, specializing in navigating distressed business situations.
Professional Expertise
Currently the Managing Director of JDL Advisory, Jon was previously a shareholder and partner at Lain, Faulkner & Co. in Dallas. Throughout his career, he has managed over 35 complex restructuring and bankruptcy engagements, providing critical leadership during periods of transition.
Certifications & Education
- Certified Public Accountant (CPA): Licensed in the State of Texas
- Certified Turnaround Professional (CTP): Specialized expertise in business recovery
- MBA: Baylor University
- Bachelor of Science in Business: University of Dayton