Jake Levine

Jake Levine is an M&A Advisory Associate at Embarc Advisors, where he supports clients across the full M&A lifecycle.

Prior to joining Embarc Advisors, Jake worked in Valuation Advisory Services, where he advised clients on the valuation of operating businesses, ownership interests, commercial real estate, and real estate holding entities. He developed expertise in financial modeling, valuation analysis, and transaction support, utilizing methodologies such as discounted cash flow analyses, market-based approaches, and asset-based valuation techniques.

His work supported a broad range of purposes, including mergers and acquisitions, financing transactions, marital dissolutions, mediation proceedings, shareholder and partner disputes, commercial damages matters, estate and gift tax planning, and financial reporting. His experience spans a variety of industries and involves working closely with business owners, investors, attorneys, and management teams to evaluate complex financial issues and navigate critical financial and litigation-related decisions through rigorous valuation analyses and objective analytical frameworks.

Jake earned a Bachelor of Science in Business Administration with a concentration in Finance from the University of Florida.

Based in St. Petersburg, Florida, Jake enjoys staying active outside of work through organized sports, including basketball, soccer, tennis, and golf. Outside of competition, he enjoys spending time at the beach, being on the water, and taking advantage of the outdoor lifestyle along Florida’s Gulf Coast.