Jonathan Szwec
Consumer Investor
New York, New York
Invests in
Sectors:
Locations:
Min Investment:
$10.00Max Investment:
$100.00Target Investment:
$50.00
Skills
Education
- IB
- CS
Lists including Jonathan
Investments
Work Experience
2020 - 2024
Investor - Consumer Lead
2020 - 2024
Led investments in Sundays, Malbon Golf, Klaviyo, Nivoda, and Merit
2023 - 2024
Investor
2023 - 2024
2023 - 2024
Board Member
2023 - 2024
2022 - 2024
Board Member
2022 - 2024
2023 - 2024
Board Observer
2023 - 2024
2023 - 2024
Investor
2023 - 2024
2016 - 2019
Investor - Retail, Consumer, and Leisure
2016 - 2019
Worked on Advent's buyouts of Olaplex (NASDAQ: OLPX), First Watch Restaurants (NASDAQ: FWRG), and Walmart Brazil. Ongoing coverage of minority investment in lululemon athletica (NASDAQ: LULU), including the execution of three public share sales. Member of Real Estate Committee and Board Observer, First Watch Restaurants
2015 - 2016
Investment Banking
2015 - 2016
Mergers & Acquisitions - experience across consumer, technology, utilities, and financial services. Represented Alticor on its sale of Gurwitch Products (Laura Mercier & RéVive beauty brands) to Shiseido.
2014 - 2015
Investment Banking
2014 - 2015
Power & Utilities Summer Analyst (2013); Analyst (2014-2015)