Mergers & Acquisitions


Jacob Orosz

Jacob Orosz is the president of Morgan & Westfield, author of the Complete Guide to Selling a Business, and host of the “M&A Talk” podcast. He has over twenty years of experience facilitating mergers, acquisitions, sales, and other business transfers with transaction values up to $75,000,000. Jacob has successfully participated in or managed the sale of over 300 privately-held companies in both the Main Street and Middle-Market arenas, representing both buyers and sellers. He has represented clients in North America, Central America, South America, Europe, and Asia. Jacob founded Morgan & Westfield in 2008 and is actively involved in both Main Street and Middle-Market transactions, assisting domestic and international clients with business sales, mergers, acquisitions, valuations, and exit planning. Jacob focuses on sell-side services and is the leader in many Middle-Market transactions.

Experience and Industry Specializations

Jacob has broad experience in the following industries: professional services; web-based businesses; insurance and financial services; internet and technology services; transportation; specialty retail; wholesale; consumer services; hotels and resorts; advertising; health and fitness; apparel manufacturing and wholesaling; personal services; research and consulting services; internet software and services; information technology consulting and services; apparel retail and manufacturing; outsourcing; luxury goods and application software; retail automotive; commercial printing; distribution and wholesale; real estate management and services; business and commercial support services; automotive services; recreation services; transportation and lodging; educational services; health care services and facilities; home furnishings; franchising; employment services; investment brokerage; sports facilities and products; entertainment; office supplies and services; specialized consumer services; transportation and trucking.

Jacob also has vast experience in the following areas: business valuation; business development; strategic planning; e-commerce product and market development; finance; start-up operations; business plan development and business advisory services; marketing; sales; management; business ownership and management; turnaround of troubled businesses; succession planning; business exit-strategy planning; private company valuations; and internet and web technologies and businesses.

Career History

Jacob is an international entrepreneur with business experience in over 16 countries and has an extensive background in small business, real estate, finance, negotiation, and entrepreneurship. Aside from his current role as President of Morgan & Westfield, Jacob was also the President of Tenants Advocacy Group, a commercial tenant advocacy firm based in Southern California that represented both small and mid-sized companies during lease negotiations and audits with regional and national landlords. He is also an inactive Securities Broker, previously holding a National Association of Securities Dealers (NASD) Series 3, 6, 63, and 7 securities license.

Jacob is acknowledged as a tough but fair negotiator and has a rare blend of experience in finance, technology, marketing, entrepreneurship, and negotiation. He has been both a coach and mentor to entrepreneurial start-ups and growth-stage ventures, and has been an advisor for several early-stage growth companies. He thoroughly enjoys counseling companies on how to grow by using technology, franchising, licensing, and outsourcing. Jacob also enjoys mentoring university students and other soon-to-be entrepreneurs.