Jason Kustka

Jason Kustka is a Partner at BV Investment Partners in Boston. BV’s team page says he joined the firm in June 2017 as a Principal, has been with BV for nine years, and is a member of the firm’s Investment and Valuation Committees.

Before BV, Kustka was a Vice President at Fort Point Capital. Fort Point announced his hire in September 2015, describing his experience sourcing, analyzing, and investing in business services, information technology, and healthcare companies. Earlier, he was a Senior Associate at Sverica Capital Management and an Associate at C.W. Downer & Co., an international middle-market investment bank.

Kustka earned a B.A. in Economics from Northwestern University and an M.B.A. from the Tuck School of Business at Dartmouth. Fort Point’s announcement adds that he received the MBA with distinction and was an Edward Tuck Scholar.

• BV targets tech-enabled business services, software, and IT services companies, with a stated focus on businesses that “collect, store, disseminate, process, and utilize” information and data.
• BV’s stated criteria are $65-$175M+ minimum equity checks, majority or minority positions, $7-30MM average EBITDA at investment, and North American-domiciled companies.
• Kustka has been active in education technology and workforce / career-services themes. On Kami, he said BV had “invested in and helped to scale” education-focused businesses that deliver affordable and effective solutions that accelerate learning.
• In specialty tax and Office-of-the-CFO services, Kustka highlighted Source Advisors’ demand across end markets, its CPA referral network, and BV’s ability to leverage experience from Rightworks and Consero Global.
• In outsourced business services, Kustka framed Ubiquity as attractive because of its customer experience, customer acquisition growth, and ability to serve high-growth challenger brands through human and technology-enabled delivery.
• BV emphasizes active value creation after investment: recruiting senior management, launching ancillary products, improving operations, making network introductions, expanding sectors/geographies, investing in technology, and executing strategic M&A.