Jay McHaleCAIA

Jay McHale, CAIA

Make the market obsolete.

For founders ready to reload.

InnovatorDealmakerStrategist
2013|Investment Banker
Expert Witness, DIP Financing
Resort Community in Littleton, CO.
Ravenna

30 years in every seat at the private-capital table. McHale prices the risk others misread and structures the upside they leave behind. He builds nextgen businesses that rewrite the rules, rendering legacy players obsolete.

My arena

Three Plays

The Incubator

Lionshare Global

An AI-native fintech incubator. Its capital platforms erase the asymmetry in alternative investing, democratize private capital, and redirect the lionshare of returns to investors. They mint white-label products no legacy operator can compete without.

On the Whiteboard
The Sandbox

Lionshare Sovereign

McHale transforms your vision into a self-operating growth engine, treating each as his own. He brings radical idea meritocracy, system automation, and strategic optionality to every engagement, collaboration, and build. Make your deal his next.

On the Whiteboard
The Legacy Brand

FlowVeda®

A lifestyle brand developing self-awareness in the moment before the world provokes your reaction. The pivot to intentional living McHale built for himself, and to help others do the same. Self-financed and AI-run, his proof in a brand he believes in.

Make your deal my next

On the Whiteboard

THE LATEST BUILD

The Market Maker

Mission: New leadership in a foreign government seeks a market maker for a resource commodity with depleted infrastructure, vanished expertise, and little market knowledge. Restore an industry to the global marketplace.

Diagnosis: Mapped the constraints, the risks, and a competitive landscape that had written the opportunity off.

Validation: Pulled one of the world's largest commodity traders direct from his network. Confirmed the play was real.

Design: Built the enterprise on elemental strengths, a geographic advantage, and the regulatory future every buyer is heading toward. Cut off the competition with a concentrated, customer-centric strategy that turned volume into a defensible edge.

Execution: Pitched it. Locked the deal. Direct negotiations, fully informed on pricing and margin. Infrastructure financing for an 18-month ramp to capacity, seven-month payback.

His consideration here: a reasonable agency fee. Lionshare Sovereign is McHale's sandbox to collaborate, build, or partner with market-movers and take their opportunity to the next level.

The Pitch

Full Go-To-Market Enterprise Build, End to End

  • Opportunity
  • Global Market Positioning
  • Strategy & Execution
  • Regional & Customer Analysis
  • Strategic Scenario & Monte Carlo
  • Risk Mitigation & Supply Chain
  • Deal Parameters & Structure

The Roadmap

Today
12% Capacity
Supply chain constraints
18-Month Plan
Fix Bottleneck
Infrastructure financing and ops plan
Jan 2029
Full Capacity
Connect

Let's Meet

Invest

QR code: Lionshare KYC Self-Accreditation
  • Lionshare Global
  • Lionshare CRE
  • Lionshare PE

Pitch

QR code: Media Request
  • Make your deal my next
  • Buy | License | JV | Sell | Partner
  • Bring me something I haven't seen

Media

QR code: Meet Jay
  • Requests for:
  • Press | Interview
  • Podcast | Expert Source
Career breadth

The Receipts

Credentials
30+
Years Experience
$500M+
Capital Raised and Deployed
Patent Holder
2004
Charterholder
2014
Held Series
7, 79, 82, 63, 65, 31
Certification
2017
Experience
1996
Boston College
BS
1996–1999
Valuemetrics
Advisor
2001
Saint Louis University
MBA
2001–2008
e-tab
Owner
2009
Ambulatory Surgery Center
Investment Banker
2009–2010
Morgan Stanley Smith Barney
Advisor
2011
Iowa Speedway
Investment Banker
2011–2019
Catenary Capital
Owner
2013
Ravenna Country Club
Investment Banker
2013
WestPac Campus Communities
Investment Banker
2015
Great Wolf Lodge
Investment Banker
2015
SavvyCard
Advisor
2015–2017
Leathem Stearn Aspen Home
Investment Banker
2016
Ingraham Media / LifeZette
Investment Banker
SocialQuant
2016
SocialQuant
Advisor
2017
Gas Monkey Tequila / NoCoast
Advisor
2017
Hatfield & McCoy Whiskey
Advisor
2017
Sokolove Law
Advisor
2018
3 Oaks Developers
Advisor
2019
Exceteras
Advisor
2019–2025
Mosaic
Executive
2023–present
FlowVeda
Owner
In the Press