Jonathan O. Michaels

“Jon brings a great blend of financial rigor from his experience working at a variety of firms, coupled with his ability and desire for advising successful private business owners, he is a great addition to the Bigelow Team.”

Jon found his passion of working with Entrepreneurs early on in his career and is excited to reengage with owner-managed clients at Bigelow.  His innate curiosity, love of learning, and technical ability is a great cultural match for Bigelow. His experience in finance and empathy for EOMs will make an immediately valuable contribution to our client engagements. In his role as Vice President, Jon will lead day-to-day transaction execution under the direction of the Engagement Leader; assist with business development and recruiting efforts; and supervise, train, and mentor Associates.

Originally from Connecticut, Jon started his career at GE Aviation in the Financial Management Program where he achieved Green Belt Certification, and demonstrated proficiency across accounting, finance, and operational roles. He later joined the boutique M&A firm Carter Morse & Goodrich as a Vice President, and most recently was a Vice President with Houlihan Lokey in their M&A group out of Minneapolis.

Jon earned a Bachelor of Science in Business Administration from the University of Vermont, Grossman School of Business.

Jon is FINRA licensed Series 63, 79, and 82.

• What was your first job?

  My first job was quality control for my mother’s promotional products business. My younger brother and I carefully examined thousands of items—pens, laser pointers, hats, pins, and other gadgets—to ensure that logos were correctly imprinted, and that each product worked properly. To keep things engaging, we turned the inspection process into a competition, timing ourselves to see how quickly we could inspect batches of 100 products with flawless accuracy.

• Favorite subject in school / high school?

  My favorite subject in school was statistics. I’ve always enjoyed uncovering patterns, drawing insightful conclusions, and weaving together stories from what might initially seem like random numbers. The ability to make sense of data and reveal underlying trends fascinated me and sparked my passion for helping EOMs tell their stories through numbers.

• What do you love most about EOMs?

  Growing up in a family where both my parents were entrepreneurs, I’ve had a front-row seat to the grit, resilience, and passion essential for success in business. This experience has deepened my respect for EOMs, who invest their hearts and souls into pursuing their dreams and delivering value to customers and communities worldwide.

• Finish this sentence. On Sunday mornings, you can usually find me...

  On Sunday mornings, you can usually find me waking up at 5 a.m. for a run with my dog around the neighborhood parks, preparing a hearty breakfast of eggs, bacon and waffles for my wife and me, followed by a session at the range to dial in the golf swing.