Brian Jacobsen

Examiner
DISC Type : sc

Managing Partner, West Monroe Capital at West Monroe

Greater Chicago Area, United States

Overview

Brian is Managing Partner of West Monroe Capital, the co-investment arm of a digital consulting firm. His extensive private equity background includes roles as Partner at TowerBrook Capital Partners and Managing Partner at Grand Crossing Capital. He holds an MBA from Harvard Business School.

Before his career in private equity, Brian co-founded and served as CEO of CombineNet, a technology company specializing in advanced sourcing solutions.

Personality Overview

Late Adopter

Overcautious

Process Oriented

They do not like taking risks at all and go for proven options in the end.  The only way to convince them is by showing them examples and ample proof. Being observant comes to them naturally.

Topics They Care About

Private Equity Investing
His career is centered around private equity, from his time at TowerBrook Capital to founding Grand Crossing Capital and now leading West Monroe Capital's co-investment arm.
Branded Consumer Goods
He founded a private equity firm specifically to invest in branded consumer and retail companies and has served on the board of companies like Kona Deep.
Strategic Co-Investing
His current role focuses on investing where West Monroe's digital consulting expertise can be leveraged to drive significant value in portfolio companies post-investment.

Media Appearances

Brian has no verified media appearances

Work History

6-2018
Managing Partner, West Monroe Capital at West Monroe
1-2013
Manager at Chicago Consumer Partners LLC / Flagg Creek Capital Partners LLC
11-2014 - 11-2018
Board Director at Kona Deep
11-2015 - 4-2018
Board Director at Everglades Boats
1-2014 - 4-2018
Managing Partner at Grand Crossing Capital LLC

Education

1-1999 - 6-2000
MBA from Harvard Business School
1990 - 1994
B.S. from University of Illinois Urbana-Champaign

More Information

Social Presence :

Prographics :

Exp : 12 Location : Greater Chicago Area, United States Job Level : Middle Designation : Managing Partner, West Monroe Capital at West Monroe
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Insights For Selling To Brian

During A Call Or A Meeting

DO's

  • Be firm in your communication and stay in control
  • Expect them to be vague in response to your questions, ask firmly and pointedly
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them

DONT's

  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Don't rely on relationship building even if they act pleasantly
  • Avoid getting into storytelling mode, especially when they ask specific questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Brian is

  • Proof of usage by others in the industry, case studies showing ROI are likely to work the best with them.
  • Will you ever get a clear answer from Brian

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Brian move?

  • They are some of the slowest movers and take their time reaching decisions.
  • Can Brian take some risk or not?

  • They have very low acceptance of risk even if they do not say it directly.

You And Brian

Personality Compatibility


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