A friend of the firm and trusted advisor, Jordan Salim serves as a mergers and acquisitions consultant for PKC’s clients, guiding them through the entire transaction lifecycle. From initial strategy and valuation to comprehensive financial due diligence and post-close integration, Jordan equips clients with the insights needed to make informed decisions and achieve their strategic goals. His role is to provide a clear financial narrative, ensuring that whether a client is buying or selling, they are operating from a position of strength and clarity.

Jordan currently serves as a Vice President for Patmos Capital Partners, where he leads due diligence of operating company investment opportunities. Prior to joining Patmos, Jordan spent six years as an analyst at Pinnacle Family Office, where he diligenced publicly traded companies and made investment recommendations. During his tenure, the fund meaningfully outperformed its benchmark.

Prior to joining Pinnacle, Jordan completed his studies at Southern Methodist University, graduating in 2.5 years with a bachelor’s degree in finance and an Alternative Asset Management concentration. Jordan and his wife Audrey have three children—Jonathan, Lydia, and Callahan.