Collaborating with Equity & Sourcing Partners: Jason Cunningham, Joe Morris

Symmetrical Advisory works with privately held business owners across the United States who are interested in selling or recapitalizing their companies. One of the things that makes us special is the network of professionals who collaborate with us. Here is an example of a couple of key contacts that we have worked with in the past:

Meet Jason

Jason Cunningham is an experienced corporate finance professional responsible for deal origination and execution across a broad range of industries. As Vice President of Business Development at Argosy Private Capital, he focuses on sourcing and evaluating new platform and add-on investment opportunities.

Jason has worked in the industrial/manufacturing/distribution, food/beverage and consumer products, energy services, IT and business services, and life sciences spaces, among others. In his over 20 years of M&A experience, Jason has advised middle-market and family-owned businesses, as well as founder and entrepreneur-owned businesses.

Why do we collaborate with Argosy Private Capital?

Since 1990, Argosy Private Equity’s experienced investment team has provided operating and financial expertise to lower middle market companies across a broad range of industries. Their team partners with management teams investing in companies with competitive advantages and strong growth prospects. Argosy can close deals of varied sizes with its dedicated funds and extensive network of partners, including senior lenders, mezzanine debt providers, and equity investors.

Argosy Private Equity is part of the Argosy Capital investment advisory group, which manages over $2 billion in private capital.

Meet Joe

Joseph Morris has 25 years of experience in mergers and acquisitions and is currently a Managing Director of Private Capital Research LLC (“PCR”), an investment and consulting firm that sources, originates, and co-invests in buyout and recapitalization transactions across a wide range of industries for and with middle-market private equity firms and family offices (

Joe was also a Shareholder in GF Data, a subscription-based database company that provides proprietary transaction (valuation, leverage, and key deal terms) data on private equity-sponsored M&A transactions with $10 to $500 million in total enterprise value. (GF Data was recently acquired by ACG Global).

Why do we collaborate with Private Capital Research?

PCR has been in business for 20 years and partners with several private equity investors and family offices. More specifically, while the professionals of the Private Equity Groups or Family Offices are focused on fund raising, deal execution, and portfolio management, PCR works solely on deal origination to keep the pipeline full of quality, actionable opportunities that fit the investment criteria.

Collectively, PCR’s partners have more than $4B in committed capital and are generally looking for Control positions in companies between $15-$250M in revenue and at least $3M in TTM EBITDA in business services, consumer products, manufacturing, distribution, logistics, and applied technology. In nearly every transaction, when provided the opportunity, PCR also co-invested (on a minority basis) alongside the principal sponsor. PCR primarily sources deals through its proprietary network of relationships, which includes boutique sell-side investment bankers, accountants and attorneys, asset management firms, financial advisors, valuation specialists, CEO and CFO relationships, as well as other private equity firms and family office investors.

Thinking of selling to a third party, management, or just recapitalizing the minority or majority of your company? Connect with us to have a private conversation about your situation. We have connections and experience that can help.

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