David Jakubs

David Jakubs is Chief Investment Officer at Motivant. He brings a finance-and-operating partner background to the firm — a C-suite operator across family-office-owned, sponsor-driven, and independently sponsored companies, with a focused track record on corporate strategy at every point in the business lifecycle and on M&A and capital-markets execution in manufacturing, industrial, and infrastructure businesses.

His career began with eight years inside the JPMorgan legacy organization, where he completed formal credit training and ran a Middle Market Commercial portfolio in C&I before taking over the second-largest Private Banking portfolio in the Chicago market. A subsequent corporate-strategy role inside the Private Bank had him developing banker initiatives and compensation modeling at the firm level.

From there, six years inside UBS A.G. — full Swiss Banking accreditation, oversight responsibilities for the expansion of the Private Bank in the United States, and direct involvement in debt syndication and third-party participation programs.

On the principal side, David co-founded a Middle Market Investment Bank in Chicago, hiring and training fourteen analysts and support staff while carrying full P&L authority and board participation. He went on to lead Capital Markets and M&A for an eighteen-company Industrial Technology Fund, overseeing finance and accounting for early- and mid-stage companies that exited to private-equity or family-office buyers, and ran a middle-market construction sub-contractor through a go-to-market preparation, sourcing every capital participant himself.

Today he founds and operates a middle-market debt syndication and family-office advisory practice through an Orlando-based investment bank, with active board seats at earlier- and mid-stage M&I companies. Inside Motivant, that capital-markets discipline is what informs how the firm underwrites every new platform — particularly the industrial, infrastructure, and private-credit work.