Jon has been actively investing in early-stage technology companies – with a strong focus on healthcare – since 2002. He has a true passion for working with founders to build unique, disruptive and sustainable businesses.
During Jon’s investment career he has served on 25 boards and has overseen the deployment of over $126 million in equity capital. Prior to founding Baleon Capital in 2020, Jon was President and founding member of Sopris Capital, a family office focused on early-stage investments where he formed true partnerships with founders – many of whom Baleon now count as investors. Before Sopris, Jon headed Josephthal & Co.’s healthcare investment banking practice after starting his career at S.G. Cowen and, later, at The Seabury Group. In the years before receiving his MBA, Jon practiced corporate and securities law at Stroock & Stroock & Lavan.
Some of Jon’s prior investments include, include iCrossing (acquired by Hearst), Planet Payment (NASDAQ: PLPM, acquired by Fintrax Group), SRS Software (acquired by Thoma Bravo), Mountain Temp Services (acquired by NewSpring Capital), Healthcare Data Solutions (acquired by IQVIA), Lucid (acquired by CINT), Medical Scribe Systems (acquired by Scribe America), Quovant (acquired by MitroTech), Turning Point (acquired by Summit Partners), Anyone Home (acquired by Inhabit IQ), Click Notices (acquired by Hunter Warfield), and Signallamp (acquired by Sunstone Partners).
After living in the NY/NJ area his entire life, Jon moved with his family to Boca Raton, Florida in 2020. He has two grown daughters who live and work in New York City and boy/girl twins in Middle School at St. Andrew’s School. Jon is actively involved in R360, Tiger21, and serves on the Board of Trustees of St. Andrew’s School.
Cornell University B.S.
Brooklyn Law School J.D.
Columbia Business School MBA
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