Our Team — Senior M&A Advisory Professionals
Senior-led advisory. You work directly with the principal.
Blue Phoenix Ventures is built around a simple idea: the person who earns your engagement is the person who runs it. Every BPV client works directly with founder Jeff Dillman—from the first conversation through closing.
Jeff Dillman
Founder & Managing Director
INVESTMENT BANKING · M&A ADVISORY
Jeff Dillman
Jeff Dillman is the founder of Blue Phoenix Ventures and an investment banking professional with more than 20 years of experience across investment banking, private equity, real estate, and management consulting.
He advises lower-middle-market business owners on sell-side M&A, capital raises, and strategic transactions. Securities-related business is conducted through GT Securities, Inc. (Member FINRA/SIPC), where Jeff is a registered representative holding the Series 7, Series 66, and Series 79 registrations.
Jeff has led M&A and capital-raise engagements end to end as a Director of Investment Banking at GT Securities and, earlier, at Ascendiant Capital Markets—managing every stage of a transaction, from valuation, marketing materials, and confidential information memoranda through buyer and investor outreach, negotiation, due diligence, and closing. His sector experience runs deepest in food & beverage and food processing, agriculture, and related industrials, with additional work across healthcare services, consumer products, medical technology, and real estate.
That real estate and development background—spanning multi-family development, project finance, and an early career in large-scale construction—gives Jeff an operator's perspective on the businesses he advises, not just a banker's. He earned an MBA in Accounting & Finance from Chapman University and a B.S. in Construction Science & Management from Kansas State University, and is based in the Newport Beach area of Southern California.
Representative Experience
A track record across the deal table.
Selected engagements illustrating the types of transactions led by Blue Phoenix Ventures. Descriptions are anonymized; specific results vary and are not indicative of future outcomes.
FOOD PROCESSING • SELL-SIDE
Advised on the merger of two food-processing companies and the subsequent sale of a majority stake to a private equity fund.
FOOD PROCESSING • BUY-SIDE
Represented the buyer in the acquisition of a multi-facility food processor through a bankruptcy proceeding.
DEBT RESTRUCTURING
Negotiated the restructuring and discounted repurchase of senior bank debt, restoring full ownership to the client.
AGRICULTURE • SELL-SIDE
Advised on the sale of an organic crop-input company to a strategic acquirer affiliated with a public company.
FOOD PROCESSING • PLATFORM
Sold back-to-back food-processing companies to a private equity firm, helping seed a new acquisition platform.
CAPITAL RAISES
Led private capital raises across medical technology and other growth sectors, from materials through investor closing.
Boutique attention, institutional reach.
A boutique does not mean working alone. Behind every BPV engagement is a network built to deliver the resources of a much larger firm.
Broker-Dealer Affiliation
Securities transactions are conducted through GT Securities, Inc., Member FINRA/SIPC—providing the regulatory framework and infrastructure of an established investment bank.
Strategic Ecosystem
Vetted relationships with legal, tax, and wealth-management firms support a holistic transaction and a clean transition for the owner.
Buyer & Capital Network
Access to strategic acquirers, private equity firms, family offices, and institutional investors developed over two decades in the market.
Institutional Infrastructure
Expertise Built for Maximum Value
Blue Phoenix Ventures provides boutique sell-side M&A and investment advisory for $2M–$30M businesses. We bridge the gap between Wall Street rigor and Southern California agility.
Our process is built on confidentiality, sector expertise, and a commitment to value maximization. We partner with founders to ensure their business legacy is protected and rewarded.
Learn about our firm
Sell-Side M&A
Exit Strategy
Maximizing enterprise value through rigorous preparation, confidential marketing, and expert negotiation for founders.
Capital Raises
Growth Funding
Securing institutional capital to fuel expansion, optimize balance sheets, and accelerate market dominance.
Strategic Advisory
Value Creation
Active investment and operational guidance for companies with $1M–$5M EBITDA seeking long-term legacy.
Our Advisory Network
Leveraging decades of Wall Street and private equity experience, Blue Phoenix Ventures provides access to an exclusive network of strategic buyers, institutional investors, and family offices. We ensure your legacy is entrusted to partners who recognize its true value.
Engage Our NetworkWHY SENIOR-LED
What working with the principal actually means.
Work directly with the principal.
Schedule a confidential, no-obligation consultation with Jeff to discuss your goals and whether a sale or capital process is right for you.
Quick Links
Advisory Services
Connect With Us
© 2026 Blue Phoenix Ventures. All rights reserved.
Securities transactions are conducted through GT Securities, Inc., Member FINRA/SIPC. Blue Phoenix Ventures and GT Securities, Inc. are separate but affiliated entities. Check the background of this firm on FINRA's BrokerCheck.
Confidentiality Statement: All information shared with Blue Phoenix Ventures is confidential and will not be disclosed without consent.
Crafted in California