Jason Malak

Jason M. Malak is a Managing Director in the New York City office of Vantage Point Advisors, Inc., a business-valuation and corporate-finance advisory firm. His practice centers on financial valuation, corporate finance, due diligence, litigation support, and economic damages — including the analysis of complex financial instruments, fairness opinions, and solvency opinions delivered in connection with mergers and acquisitions, post-transaction integration, corporate restructurings and divestitures, financial reporting, tax and estate planning, marital-dissolution and other litigation, and bankruptcy.

On November 1, 2022, Stout (the global advisory firm Stout Risius Ross) acquired Vantage Point Advisors, folding its valuation team into Stout's Valuation Advisory group and citing the deal as a way to strengthen Stout's capabilities in the life-science and technology sectors and its West Coast and Texas presence. As a Vantage Point Managing Director, Malak became part of the Stout platform through that transaction.

Earlier in his career, Malak held a Managing Director role at CBIZ, where the practice spanned accounting and tax, financial advisory, valuation, litigation support, risk and advisory, and related consulting services. According to professional-profile aggregators, his prior experience also includes positions at Brunswick Capital Group and affiliates, PricewaterhouseCoopers, and Ernst & Young LLP.

On the education and professional-affiliation side, aggregated profiles list a Bachelor's degree in Psychology from Central Michigan University and a Master of Business Administration from California State Polytechnic University, and note that he has served as a board member of a New York City chapter of the ASA (American Society of Appraisers), an organization focused on appraisal/valuation standards. (These last details come from secondary data aggregators rather than a primary firm bio and should be confirmed directly.)

• This is an advisory practice, not an investment mandate — Malak is engaged to value businesses and securities, not to deploy capital. There is no public "thesis," check size, or stage focus to quote, because he is not operating as an angel or venture investor.
• Where he intersects with investors and dealmakers is on the diligence and valuation side: fairness and solvency opinions, purchase-price allocations, financial-instrument and equity valuations, and economic-damages analysis supporting M&A, restructurings, financial reporting, and litigation.
• The legacy Vantage Point platform he is part of has particular depth valuing life-science and technology companies, which is the closest thing to a "sector focus" in his work.