ACG South Florida and Holland & Knight Present: 2024 Private Equity Update

John joined RSM in 2005, he provides advisory services to private equity firms and their portfolio companies including due diligence investigations, pre- and post-transaction planning, tax consulting, and tax compliance. He has extensive tax experience with publicly held and privately held corporations in the business services, health care, industrial and consumer product industries.

Areas of emphasis include Consolidated tax returns, Multi-state tax issues, FASB ASC 740 (formerly FAS 109)- Accounting for Income Taxes, FASB ASC 740-10 (formerly FIN 48)- Accounting for Uncertainty in Income Taxes, Tax credits, Accounting methods

Before joining RSM, John spent 14 years with a Big Four accounting firm.

Professional affiliations and credentials: Certified public accountant, Florida and Pennsylvania, American Institute of Certified Public Accountants, Alumnus of Leadership Palm Beach County, Association for Corporate Growth- South Florida-Treasurer, Business Development Board of Palm Beach County.

John holds a Master's Degree in Business Administration and  Accounting from LaSalle University and a Bachelor of Science and Economics from Pennsylvania State University.

Jordan Taylor serves as the co-head of Holland & Knight's Private Equity practice in the Miami office. His practice focuses on mergers and acquisitions, private equity, joint ventures and other general corporate matters.

Mr. Tagle is a Jupiter native and Director at Palm Beach Capital. His primary responsibilities include new deal origination, fundraising, and investor relations.

Prior to joining Palm Beach Capital, Juan was a Managing Director at JP Morgan Chase in the Middle Market Banking and Specialized Industries Group. There for 12 years, Juan led a team of South Florida based Middle Market Bankers and worked very closely with companies ranging from $20M-$1B in revenues. Juan was responsible for overseeing the delivery of various product sets including senior credit facilities, debt capital markets, investment banking, and treasury management solutions. Juan was licensed 79 and 63 (both inactive).

Juan is also very involved in local community engagement efforts, and currently sits on the Board of Directors and Executive Committee for the Business Development Board of Palm Beach County and the Education Foundation of Palm Beach County.

Juan is a graduate of the University of Central Florida, BS in Finance.