Jessica Mellos

Director M&A Consulting and Services

Jessica Mellos joined Commonwealth in February 2022 as a director of Mergers & Acquisitions (M&A) consulting and services. In this role, Mellos supervises, strengthens and organizes M&A support for financial advisors. She manages liquidity offerings for advisors approaching succession, with a focus on continuously streamlining, enhancing and promoting the M&A program. She conducts M&A consulting engagements for complex, sensitive and escalated cases, and guides buyers and sellers through the end-to-end acquisition process. This includes matchmaking, due diligence, valuation, deal terms, contracts, legal and tax outsourcing needs and client transition. Before joining Commonwealth, Mellos worked in M&A solutions for LPL Financial. She attended Sonoma State University and has earned her FINRA Series 7 securities registration.

Talks About
#finance #capital

Preferred Locations
#Northamerica