Jordan Gerber: Part CFO, Part Investment Banker, Part Psychologist

The Close M&A Podcast with Caber Hill Advisors · Sep 25, 2025 · 15m

Caber Hill Advisors Managing Director Jordan Gerber explores his unique path to investment banking. From his early days as a CPA to owning and selling his own collection agency, Jordan shares hard-earned lessons about the M&A process, including mistakes he made during his own business sale. Now specializing as a generalist covering multiple sectors, Jordan discusses how his diverse background helps him serve clients more effectively. He wraps up with essential advice for business owners: treat your company like your health and get an annual business physical to stay sale-ready. Explore the…