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Role Reversal

Goldsmith’s Jack Helms, our 2007 Middle-Market Banker of the Year, helps cut a deal with Lazard. And he’s just getting started.


By Kelly Holman

January 21, 2008

It was bound to happen. After almost two decades of helping middle-market business owners navigate the complexities of corporate mergers and acquisitions, Minneapolis investment banker Jack Helms found himself on the opposite side of the negotiating table in 2006. It was then the Iowa-raised banker felt the nerve-wrenching anxiety an entrepreneur feels when selling their business as he discussed the possibility of being acquired by Lazard with his co-chief executives at Goldsmith Agio Helms, Michael McFadden and David Solomon.

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