Jon Schultz

About Jon Schultz

Experienced Marketer with 27+ years leading teams and delivering meaningful results for…

Experience

1. Managing Director, CMO Services

   Westlake Securities

   Dec 2023 — Present · Austin, TX, US

   Westlake Securities is a leading middle market investment bank group dedicated to helping companies reach financial, operational and growth goals. We work closely with our clients to determine what it will take to create the growth and/or liquidity desired. As Managing Director, CMO Services, my focus is on building our client brands and businesses, enhancing their company\'s value in the market and identifying opportunities for growth. My expertise and passion is in overarching omni-channel strategy, planning and activation, from results-driven media and performance marketing to brand marketing.CMO Services is unique in the Investment Banking world. We believe it’s an integral piece to M&A, Capital Raising and Growth endeavors. We work with middle-market Companies and PE firms pre, during- and post-transactions (M&A / Capital Raising events) and serve as Fractional CMO when needed to drive further growth. Core Focus Areas:• CMO transitions; operating as interim / fractional CMO• Prepare companies for a financing or equity event and help transaction process move as smoothly as possible• Identify ways to maximize a company’s value• Building and implementing impactful growth-focused marketing plans and strategies• Strategic planning and budgeting• Company Branding and Positioning• Marketplace/Landscape Assessments for growth plans• Identify resource gaps and opportunities and working with clients’ marketing teams to optimize and drive effectiveness

Education

• Babson College

  Omnicom University Global Senior Management Program

• University of Illinois Urbana-Champaign

  Bachelor's degree, Advertising Communications