Meet The Team

Isaiah Payne, MBA

Managing Director

Mr. Payne has investment banking experience specializing in Telecom, Media, and Technology sectors, focusing on credit underwriting for large public M&A transactions and syndicated debt structures. He managed a $2 billion portfolio, performing valuation, financial modeling, and risk analysis. His prior roles include Private Equity Analyst at a Distressed Mortgage Fund, Stock Selection Analyst managing an equity portfolio, and Graduate Assistant in Finance at the University of South Carolina.

He received a $150,000 Frederick C. Branch Marine Corps NROTC scholarship and led platoons as a Midshipman First Class. Mr. Payne holds a Bachelor’s in Political Science from Howard University, a Post-Baccalaureate Certificate in Business Analytics, and an MBA from the University of South Carolina. He is a Registered Representative (Series 7, 79, 63, SIE) with Finalis Securities LLC Member FINRA/SIPC.

Walter Jackson

Managing Director

Walter Jackson has over 24 years of financial experience at Fidelity Investments, specializing in 401(k) retirement strategies for individuals and corporations. His expertise includes investment vehicles, market trends, regulatory compliance, portfolio management, and risk analysis. Walter is known for strategic solutions, meticulous attention to detail, and long-term client relationships.

He has completed advanced training in portfolio management and financial planning. Walter is a Registered Representative (Series 7, 63, 66, SIE) with Finalis Securities LLC Member FINRA/SIPC.

Siddhant Mutha, MSF

Vice President

Sid Mutha has extensive investment banking experience with Houlihan Lokey and Cambridge Wilkinson in financial & valuation advisory and capital raising. His expertise includes comprehensive valuation analyses, complex securities evaluation, financial performance assessment, and analysis of legal documentation such as stock purchase and credit agreements. He has conducted portfolio valuations, deal sourcing, and financial analyses for private equity firms, hedge funds, and asset managers.

Sid holds a Master’s in Finance from Simon Business School, is a CFA Level 3 candidate, and is proficient in Bloomberg and S&P Capital IQ. He is a Registered Representative (Series 79, 63, SIE) with Finalis Securities LLC Member FINRA/SIPC.

Jack Xiong

Analyst

Jack Xiong graduated valedictorian from high school, earned a 1560 out of 1600 on his SAT, and is currently pursuing his dual degree in Mathematics and Data Science at New York University. He is a dedicated Analyst with skills in financial modeling, market research and exhibits exceptional promise in investment banking. Connect with Jack on LinkedIn.

Joseph Tawil

Analysts

Joseph Tawil is a student at NYU Stern, pursuing a B.S. in Business, Technology & Entrepreneurship—a selective program combining finance, computer science, and innovation. With a perfect major GPA, strong skills in finance, restructuring, and data analysis, and certifications like Financial Edge’s Investment Banker, he blends technical expertise with critical thinking through advanced studies in philosophy and machine learning. He is a Registered Representative (Series 79, 63, SIE) with Finalis Securities LLC Member FINRA/SIPC.

Ready to Take the Next Step?

Whether you’re looking to sell your business, raise capital, or explore financing options, Jackson Payne Investment Bank is here to guide you. Let’s discuss your goals and develop a strategic plan tailored to your needs.

Jackson Payne Investment Bank is a premier investment bank specializing in mergers & acquisitions (M&A), capital raising

Contact Info

Securities are offered through Finalis Securities LLC Member FINRA / SIPC.  [Jackson Payne Investment Bank] is not a registered broker-dealer, and Finalis Securities LLC and [Jackson Payne Investment Bank] are separate, unaffiliated entities. Finalis Securities LLC, Office of Supervisory Jurisdiction is located at 450 Lexington Ave, New York, NY 10017, 800-962-0418.

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