J. Lee Lloyd

Through his independent M&A/corporate finance consulting firm, Lee provides business owners, corporate executives, family offices and clients of wealth management and professional service firms worldwide with senior-level strategic guidance and high-stakes negotiating experience. Integrating over 35 years of professional experience in investment banking, corporate law, and accounting, he advises clients on the broad spectrum of financial, legal, and strategic considerations that impact the successful negotiation of complex transactions. Previously an investment banker at Goldman Sachs in New York City and a corporate attorney at Brooks Pierce LLP recognized in “The Best Lawyers in America,” he has helped clients successfully complete M&A and financing transactions ranging from $10 million to $6 billion, including cross-border transactions in over 28 countries.

Lee is a frequent guest speaker and commentator on M&A, financial, legal and entrepreneurship topics. He is also founder and editor of the M&A Global Digest, an online newsletter curated and updated daily with the top deal-related articles, blog posts and videos from leading M&A journalists and dealmakers worldwide. Lee earned a Bachelor of Science in Business Administration, with a Concentration in Accounting, from the University of North Carolina and earned a Juris Doctor with Honors from the University of North Carolina School of Law. He began his professional career as a Certified Public Accountant in the tax advisory group of Arthur Andersen & Co.