DaveyJordan

My Role

As Chief Information Officer (CIO) at Webb Group, my primary role is as an M&A advisor, delivering results for private equity and corporate clients by identifying acquisition opportunities and driving deal execution. Technology is a key part of that process, helping to streamline research, automate data analysis, and improve outreach strategies.

Beyond M&A, I take on interim management and consulting engagements on a selective basis, focusing on companies that need operational improvements, workflow optimization, or financial restructuring. I enjoy the challenge of stepping into complex situations, whether it’s integrating AI into business processes, optimizing financial operations, or improving efficiency through automation.

I’ve led the development of custom client portals, AI-driven research tools, and automation systems that enhance decision-making and operational effectiveness. From deal management systems to executive reporting dashboards and AR/AP automation, my focus is on applying the right technology to solve business problems.

AI and large language models (LLMs) are becoming critical tools in M&A and operations. I integrate AI for data extraction, research, and process automation, allowing companies to make better decisions faster. The goal isn’t just to use AI for the sake of it, but to apply it where it creates real value—whether that’s improving due diligence, automating financial tracking, or eliminating redundant manual work.

At Webb Group, we don’t implement technology for technology’s sake. We use it to remove friction, improve decision-making, and drive real business outcomes. In both M&A and consulting, my focus remains the same: delivering results that matter.