Jason Scherr is a Partner

Jason Scherr has over 17 years of progressive financial and operational leadership experience with privately held, high-growth, technology and service companies.

At TechCXO since early 2008, Jason specializes in corporate structuring, capital fundraising, sell-side preparation, business process improvement and automation, strategic financial planning, budgeting and reporting, audit preparation and financial modeling. Jason has steered over 74 debt/equity/M&A events totaling more than $819M for clients in the technology and services industries. Having served as interim CFO, acting CFO or part-time CFO for over 30 high growth companies, Jason provides customized services drawing on a breadth of experience leading technology and services platforms to success fiscally and operationally.

Testimonials from Jason’s Clients

TechCXO was a key business partner for Blueway over the last 5 years. At every twist and turn, strategic or tactical, TechCXO was a trusted financial advisor for us. Jason and Greg were essential to our ability to prepare for and execute the eventual successful sale of our business.

– Trey Evans, CEO, Blueway (Blueway was acquired by RES, backed by KKR in 2020. See case study)

TechCXO provided us access to executive level talent and expertise across multiple business units of our business.

Dave Wasserman, SovLabs CEO, (SovLabs was acquired by CloudBolt Software).

TechCXO was introduced to us midway through our 10 year business lifecycle. We wish we would have known of them earlier. Jason was an invaluable strategic advisor throughout our business transformation and eventual successful exit.
– George Barkley, Managing Partner, Sovereign Systems: Case Study (Sovereign Systems was acquired by Ahead)

Jason and his team at TechCXO were instrumental to our success during the most important years of our business. We leveraged their experience, intellect and connections to expertly navigate growth into new verticals and to raise our first round of outside capital.
– David Roemer, CEO & Co-Founder, Ideas United: Case Study (Ideas United raised $15M Series A capital)

Jason is an outstanding addition to any team and any situation needing operational clarity and direction setting. His positive, energetic, creative approach to problem solving is an asset to every company he works with.
– Richard T. McKay, Co-Founder & President, 4th Source, Inc.: Case Study (4th Source was acquired by AN Global)

We turned over all our accounting and finance operations to TechCXO. Not only did we have expert guidance and support at all phases of our growth from startup to exit, but we incurred a fraction of the cost as we would have with full time employees.
Rob Farmer,
CEO, ProRata: Case Study, CEO (ProRata was acquired by Clargify)

TechCXO redesigned and rebuilt our accounting systems, reporting processes and packages which created greater credibility for us and reflected the value of our business. Their work on our behalf set us up for a successful sale.
Don Harvey, Founder and Managing Director, Secretariat International: Case Study, (Acquired by JLL Partners)

We turned all our accounting and finance operations over to TechCXO. Not only did the TechCXO team provide excellent service, they were an invaluable strategic and operational advisor throughout our path to a controlled buyout transaction.
– Dave Currie, CEO, List Partners: Case Study, (Acquired by Northlane Capital Partners)

Jason does excellent work and was a valuable resource to our company. He has the combination of business experience and analytical skills that provide real, tangible value. I would welcome the opportunity to work with Jason again.
David Brazeal, CFO, American Biosurgical, CFO (American Biosurgical was acquired by J Devien Capital)

Jason’s performance has exceeded any expectations that I had on the service, performance and product that he was to provide to Lanyon. His work ethic combined with his intellect and results-oriented mentality, made him one of my most valued partners during his tenure with Lanyon.
– Todd Tyler, Lanyon CEO (Lanyon was acquired by Vista Equity Partners)

Jason’s ability to quickly understand our business combined with his superior modeling skills and deep knowledge of accounting principles allowed him to provide our company with outstanding financial leadership during a critical time. Jason was a valuable member of our team, and I highly endorse him.
– Mark Wilson, Ryla CEO (Ryla was acquired by Alorica)

Read more about Jason and his client work

Prior to joining TechCXO, Jason was a Co-Founder and the VP-Finance reporting directly to the CEO of a technology enabled service company where he was responsible for all financial and accounting functions of the organization. He was a founding shareholder and led a $10 million capital raise that ignited annual revenue growth from $4 million to $25 million.

Jason also founded a software business in the golf industry that was eventually sold to Sequoia Golf Holdings (owner of Canongate golf courses), later acquired by Club Corp Golf. Jason started his career as an Analyst and eventually became Program Mgr at General Electric where he was involved with new business development and current product growth related to major clients including Home Depot.

Jason has a BBA degree from Goizueta Business School at Emory University, was 2-time Team Captain of the Emory Golf Team, was an NCAA All American in Golf, NCAA Academic All American and is a lifetime member of MENSA.

Client Portfolio: Current

Client Portfolio: Past