Jacob Lee

“Life isn’t about what you want to do, it’s about what you don’t want to do” - Maloney

Jacob Lee

Vice President

Education

  • Northeastern University (D’Amore-McKim School of Business), Double Major: Finance & Economics

Professional Credentials

  • FINRA – Licensed Professional - Series 79
  • CFA Level II Candidate

Jacob joined Intrepid in 2024 and is a Vice President in Intrepid’s Special Situations practice. He brings nearly 10 years of experience in stressed, distressed and healthy M&A transactions, as well as complex financial, valuation and accounting matters. His experience spans a broad range of industries including e-commerce, professional services, consumer products, retail, cyber security and industrials.

Prior to joining Intrepid, Jacob was a Vice President in Capstone Partners special situations investment banking practice, where he advised companies and stakeholders through Chapter 11 bankruptcy reorganizations, sell-side M&A processes, Sec. 363 asset sales and capital raises.

Outside of work, Jacob enjoys playing with his goldendoodle Frank, skiing or snowboarding, and rooting for the Buffalo Bills.