Jake works as a transactional quantitative analyst in Cooley’s New York office, focusing on producing intricate financial models for mergers and acquisitions, along with deSPAC (special purpose acquisition company) and venture capital transactions. He often directly engages with clients during negotiations to construct dynamic models that reflect ever-evolving deal terms. Before joining Cooley in 2021, Jake worked as an associate at Alvarez & Marsal in New York, where he modeled valuation analyses for various tax and financial reporting purposes.
Jake also works with lawyers to ensure client compliance with a variety of quantitative tests used in corporate law. In particular, he runs:
- 280G analyses to quantify parachute payments of executives in mergers.
- Rule 701 calculations to confirm that a company is not issuing too many stock options to its employees.
- Pay-versus-performance disclosure calculations pursuant to Item 402(v) of Regulation S-K.
- $100,000 incentive stock option (ISO) limit tests to ensure employees don’t vest more than $100,000 in a single year.
- Payout spreadsheets to evaluate the cash/stock mix in mergers to guarantee the transaction can be tax-free.
