Jeff Guylay

Sharpshooter
DISC Type : DC

Managing Director at Colonnade Island LLC

Río Grande, Puerto Rico

Overview

Jeff is a Managing Director at Colonnade with over 25 years of experience advising clients on M&A transactions. A former J. P. Morgan investment banker, he holds several securities licenses and is a frequent author on M&A trends in the financial services industry.

Jeffs academic background uniquely combines business and engineering, with degrees from Dartmouth College and dual masters degrees from Northwestern University. His professional career has been centered in major financial hubs, including New York and Chicago, indicating an adaptable and experienced professional.

He earned both an MBA and a Master of Engineering Management from Northwestern University.

Personality Overview

Precise But Practical

ROI Driven

Rigorous & Demanding

They are very proud of what they do.  They are not focused on building rapport and relationships. They like to be in a position where they can control the conversation and terms.

Topics They Care About

RIA M&A
He consistently publishes reports and updates on M&A activity, trends, and valuation dynamics within the Registered Investment Advisor (RIA) space.
Premium Finance
His recent analyses highlight premium finance as a resilient and attractive segment in commercial lending, focusing on its growth, low losses, and profitability.
Financial Services M&A
His entire career at Colonnade and J. P. Morgan has been dedicated to providing M&A advisory and capital raising services for the financial services industry.

Media Appearances

Jeff has no verified media appearances

Work History

6-2022
Managing Director at Colonnade Island LLC
4-2000
Managing Director at Colonnade Advisors LLC
4-2000
Managing Director at Colonnade Advisors LLC
Investment Banker at JP Morgan

Education

1988 - 1992
BA BE from Dartmouth College
1997 - 1999
MBA from Northwestern University - Kellogg School of Management

More Information

Social Presence :

Prographics :

Exp : 25 Location : Río Grande, Puerto Rico Job Level : Mid-senior Designation : Managing Director at Colonnade Island LLC
URL has been copied!

Insights For Selling To Jeff

During A Call Or A Meeting

DO's

  • Hold your ground without indulging in one-upmanship
  • Make sure that you circle back fast on any action items, it wins their trust
  • Refer to testimonials from well-known industry leaders

DONT's

  • Don't try too hard to forge relationships with them
  • Do not back off when challenged, respond with a confident, objective answer instead
  • Do not hesitate from asking counter questions, just avoid challenging their authority

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jeff is

  • Conviction around the impact matters the most to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Jeff

  • If they are not convinced, they will say no without any hesitation.

Insights For Deal Planning

    How fast (or slow) will Jeff move?

  • They can take decisions very fast if you manage to convince them.
  • Can Jeff take some risk or not?

  • The risks don’t matter much to them.

You And Jeff

Personality Compatibility


More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.