Jeff Wernick

Jeff Wernick

Managing Director, Business Consulting, Partner
Nashville, TN
jeff.wernick@bluetrust.com
(770) 280-6000
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Jeff Wernick is the managing director for the Business Consulting division and partner of Blue Trust.

As managing director, Jeff oversees the growth and expansion of the division. In addition to his leadership role, Jeff actively advises business owners with corporate strategy, capital formation, mergers and acquisitions, and succession planning. He finds great enjoyment assisting business owners with determining the purpose of their organization, enhancing its value, and preserving the legacy they have created.

Jeff joined Blue Trust in 2012, contributing over 15 years of experience in the investment and merchant banking fields. He previously served as a founder and managing director of Trion Capital Partners, a boutique corporate finance advisory firm serving growth oriented businesses in need of merger and acquisition or capital structuring advice.

Jeff began his career with Equitable Securities Corporation (later sold to SunTrust) in the investment banking group, specializing primarily in equity and merger and acquisition related transactions. In 2000, he joined Rodgers Capital Group, a prominent southeast family office, and supported RCG’s merchant banking and principal investment activities.

Jeff earned his BBA in finance from the University of Georgia. His community engagement includes co-founding Nashville RBI (Reviving Baseball in Inner Cities), a non-profit organization that uses baseball and softball to inspire inner-city youth to recognize their potential and realize their dreams.

Jeff and his wife, Katrina, have three children and live in Brentwood, Tennessee.

 
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I will without hesitation recommend Jeff Wernick and Blue Trust for their expertise, character, transparency, and honesty in the complete transaction of selling my business from finding the buyer to closing the sale. It was a very positive experience from beginning to end for us. At times, Jeff would hold his position firm with the prospective buyer and also would speak kindly but be straightforward with me on what he thought was in our best interest. Throughout the process, Jeff was very honest and highly skilled with the buyer, me, and my team and it was an excellent experience and outcome for all concerned.

Gary D.

For the last eight years, Jeff Wernick and the Business Consulting arm of Blue Trust have consistently provided me in my role as president, our leadership team, and our company with excellent professional advice.  They have captured our vision, understood our culture, interacted regularly with our leadership, evaluated our pain points, and advised us through significant corporate and industry change.  All this has resulted in market share growth, increased employee morale, and a very bright future.

Bob HawkinsHarvest House Publishers

As with most small business owners, the partners of our company and I found the process of selling the business to be unfamiliar territory. Jeff was recommended to us and immediately became an invaluable part of our journey. He patiently educated us in the process, negotiated effectively on our behalf, and helped us maximize the value of the company. Jeff was professional and responsive in all aspects of his work with us. He impressed both our team and the acquirer’s team with his effectiveness and calm demeanor throughout the process. The owners and I could not have been more pleased with Jeff’s involvement with our transaction and would strongly recommend him to others considering a merger or acquisition for their company.

Terrie HillFormer CFO, ACT Security

I would like to share my appreciation for Jeff Wernick and Blue Trust as I worked with them on the sale of my 300-plus employee business I started in 1989. I have to say it was a big decision for me to turn loose of many things and commit to walk through a very intense process. Jeff even negotiated positions and income for two of my sons that chose to stay with the new business owners. In my opinion, based on our experience, they are very deserving.

Gary D.

Resources

Economic Review & Outlook Second Quarter 2024

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Economic Review & Outlook Second Quarter 2024

Introducing Blue Trust’s New CEO

Can a Charitable Distribution Help You Meet Your IRA Required Distribution?

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