Jay McHaleCAIA

Jay McHale, CAIA

InnovatorDealmakerStrategist
Ravenna resort community, Littleton CO — DIP financing and expert-witness engagement led by Jay McHale, 2013
2013|Investment Banker
Expert Witness, DIP Financing
Resort Community in Littleton, CO.
Ravenna

30 years in every seat at the private-capital table. A CAIA charterholder who has raised and deployed over $500M, McHale prices the risk others misread and structures the upside they leave behind. He builds next-gen businesses that rewrite the rules, rendering legacy players obsolete.

My Career Automated

The Experiment Became the Business

It has been both exciting and humbling to watch my latest business come together, as this AI native operating system replaces not just a market, but many of the seats I sat in across my career.

For the last three years I have run an AI learning environment off of the following:

Capital

Structuring capital, M&A, and operations to optimize growth.

Analysis

Modeling, FP&A, and accounting for decisive decision making.

Strategy

Ideating strategic initiatives that create, boost, or re-engineer margin.

It now replaces a CAIA career invested in creating, executing, and assessing every detail by hand.

Lionshare is an AI native property and portfolio management company serving multi-family and community associations.

The order of magnitude of the change in the way business operates is indescribable. But I can show you (I'm from Missouri). It is no longer a question of if, or when. It's here. Set up a meeting if you want to see for yourself.

Connect

Let's Meet

Invest

QR code to book a meeting — Lionshare Global, CRE, and PE
  • Lionshare SPAC

Partner

Lionshare Sovereign business collaboration — pitch a deal to Jay McHale
  • Multi-family | HOA | License

Media

McHale media, press, and interview requests
  • Interview Request
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
2016

Experience

Boston College, BS, 1996, Jay McHale.
1996
Boston College
BS
Valuemetrics, Advisor, 1996–1999, Jay McHale.
1996–1999
Valuemetrics
Advisor
Saint Louis University, MBA, 2001, Jay McHale.
2001
Saint Louis University
MBA
e-tab, Owner, 2001–2008, Jay McHale.
2001–2008
e-tab
Owner
Ambulatory Surgery Center, Investment Banker, 2009, Jay McHale.
2009
Ambulatory Surgery Center
Investment Banker
Morgan Stanley Smith Barney, Advisor, 2009–2010, Jay McHale.
2009–2010
Morgan Stanley Smith Barney
Advisor
Iowa Speedway, Investment Banker, 2011, Jay McHale.
2011
Iowa Speedway
Investment Banker
Catenary Capital, Owner, 2011–2019, Jay McHale.
2011–2019
Catenary Capital
Owner
Ravenna Country Club, Investment Banker, 2013, Jay McHale.
2013
Ravenna Country Club
Investment Banker
WestPac Campus Communities, Investment Banker, 2013, Jay McHale.
2013
WestPac Campus Communities
Investment Banker
Great Wolf Lodge, Investment Banker, 2015, Jay McHale.
2015
Great Wolf Lodge
Investment Banker
SavvyCard, Advisor, 2015, Jay McHale.
2015
SavvyCard
Advisor
Leathem Stearn Aspen Home, Investment Banker, 2015–2017, Jay McHale.
2015–2017
Leathem Stearn Aspen Home
Investment Banker
Ingraham Media / LifeZette, Investment Banker, 2016, Jay McHale.
2016
Ingraham Media / LifeZette
Investment Banker
SocialQuant
2016
SocialQuant
Advisor
Gas Monkey Tequila / NoCoast, Advisor, 2017, Jay McHale.
2017
Gas Monkey Tequila / NoCoast
Advisor
Hatfield & McCoy Whiskey, Advisor, 2017, Jay McHale.
2017
Hatfield & McCoy Whiskey
Advisor
Sokolove Law, Advisor, 2017, Jay McHale.
2017
Sokolove Law
Advisor
3 Oaks Developers, Advisor, 2018, Jay McHale.
2018
3 Oaks Developers
Advisor
Exceteras, Advisor, 2019, Jay McHale.
2019
Exceteras
Advisor
Mosaic, Executive, 2019–2025, Jay McHale.
2019–2025
Mosaic
Executive
FlowVeda, Owner, 2023–present, Jay McHale.
2023–present
FlowVeda®
Owner
Lionshare Global LLC, Founder, 2025–present, Jay McHale.
2025–present
Lionshare Global
Founder

In the Media