Financial Institutions Group

David Jasmund is a founding partner of PCE, with more than 25 years of experience in mergers & acquisitions (M&A), ESOP transactions and corporate finance. He leads PCE’s Healthcare practice, but also has transactional and financial industry experience in Insurance, Business Services and Food & Agriculture.

David brings more than three decades of business experience to the table, along with a unique business perspective as a highly successful entrepreneur, business owner and advisor. Prior to his work at PCE, he grew a small insurance start-up of three people into a powerhouse that employed more than 1,200 people and generated annualized revenues of over $700 million. In addition, David has led other operations through start-ups, redefining business strategies, debt restructuring, de-franchising, mergers and equity capital placement in the Southeast.

Leading M&A transactions, including dual track engagements, and private equity placements; positioning several smaller companies for acquisition by a publicly traded company; and growing revenues in another series of strategic M&A transactions are among David’s accomplishments.

Certifications Affiliations

• FINRA Series 7, 24 and 79 Securities Licenses
• General Property & Casualty and Life & Health Insurance Licenses – Florida

Service

• Board of Directors of UF Health Shands Hospital
• Board of Directors of National Chiropractic Mutual Insurance Company
• Board of Directors of Builders Insurance Group, Atlanta
• Member of Association for Corporate Growth, Atlanta
• Member of National Center for Employee Ownership (NCEO)
• Past Chair of the Coalition for the Homeless of Central FL
• Past Chair of the Board of Governors for MD Anderson Cancer Center Orlando
• Past Finance Committee of the Catholic Diocese of Central Florida
• Past Executive Committee and Board member of the Florida Blood Centers

Education

• University of Florida, Bachelor of Science

Fueled by an internal drive for success, Michael Poole has been at the helm of PCE for nearly two decades. His dedication has built a middle-market investment banking, valuation and advisory firm that is without peer.

During this time, Michael has been instrumental in cultivating PCE’s philosophy of teamwork, industry leadership, and client focus. He finds his greatest satisfaction in helping business owners identify unique and imaginative strategies to meet their goals. Michael understands the importance of putting his clients’ needs first, always recommending ideas and tactics that he himself would pursue.

Michael has nearly 30 years of M&A and corporate finance experience within the public and private sector, with an emphasis on the Building Products, Construction & Engineering, and Finance industries. Over the course of his career, he has personally handled more than $1 billion in transactions in North America, Europe, Asia and Australia.

Certifications Affiliations

• FINRA Series 7, 24, 28 and 79 Securities Licenses
• Member of Association for Corporate Growth, Orlando

Service

• Federal Reserve Bank of Atlanta, Jacksonville Branch as a board member for two terms
• Gubernatorial appointment as the founding chairman of WAGES, the state of Florida’s welfare reform effort, which he served four terms
• Former Chairman & President of the Central Florida Coalition for the Homeless
• Former Chairman of Winter Park Health Foundation
• Actively engaged with Winter Park Health Foundation to create successful economic solutions to the growing problem of America’s uninsured
• Board of Advisors for the Crummer School of Business, Rollins College
• Advisor at the Center for Entrepreneurship and Innovation, University of Florida
• Board member of the University of Florida Foundation
• Leadership Florida, Class XII
• Named one of the “Most Influential Floridians” by Florida Trend

Education

• University of Florida, Bachelor of Science
• Rollins College, Crummer Graduate School of Business, MBA

Kyle Wishing is a Director in PCE's ESOP Advisory Group and is located in our Atlanta area office. In this role, Kyle provides financial advice to shareholders and fiduciaries to structure transactions that meet the client’s stated goals and objectives. With more than a decade of consulting and valuation expertise advising middle market clients on ESOP transactions and financing activities, Kyle understands the obstacles business owners encounter when attempting to grow and fund closely held enterprises.

Kyle’s past work experience includes providing valuation and financial advisory services for a national valuation firm, where he served as the firm’s ESOP practice leader. In addition to Kyle’s ESOP specialization, he prepared valuations for tax planning and compliance, forensic analysis and dispute resolution, strategic information and corporate planning, and financial reporting purposes.

Kyle has a diversified background, working with public and private companies in various industries.

Certifications and Affiliations

• Accredited Senior Appraiser from the American Society of Appraisers
• Chartered Financial Analyst charterholder and member of the Atlanta CFA Society
• FINRA Series 24 and 79 Securities License
• Member of the ESOP Association
• Member of the National Center for Employee Ownership

Education

• Middle Tennessee State University, Bachelor of Business Administration in Corporate Finance