About
An institutional standard, applied directly.
Shadrach & Co. was built to bring the rigor of institutional finance to the owners and families who need it most and who are usually served last by it.
The firm is a boutique by design. We take fewer engagements so each one receives the standard a transaction will demand, not the standard a volume practice will tolerate.
Our background is institutional finance. We spent years inside the rooms where capital gets scrutinized. We now work directly with the business owners and families on the other side of that table, translating what those rooms expect into work that holds up.
We serve clients nationally. The work is the same regardless of where you operate: make the financials defensible, make the risk structure real, and make the estate plan funded.
The Founder
Jason Malone, Founder
Jason Malone is a licensed California insurance professional and Series 65 Investment Adviser Representative with more than 20 years of experience across institutional finance, entrepreneurship, and strategic advisory. He founded Shadrach & Co. to give business owners and families direct access to the planning frameworks that institutional and high-net-worth clients have long relied upon.
His career began at Merrill Lynch in New York, where he served as Vice President across Sales and Trading, Alternative Investments, and Investment Banking, structuring complex solutions and managing institutional relationships. He later executed mergers and acquisitions at Citi, managed family office investments at McNally Capital, and advised entrepreneurs on capital access through MG Partners in Chicago. He also served as Head of Business Development for Baron Davis Enterprises, the family office of NBA All-Star Baron Davis, where he negotiated partnerships and built joint ventures to expand enterprise value.
As Managing Principal of Clicks Media Group, Jason has led strategy and operations across a portfolio of companies in finance, media, and sports, including the 2023 strategic exit of PlayMaker Network. That operating experience, building, scaling, and selling companies, informs every client engagement at Shadrach & Co.
Jason holds a BBA in Marketing from Georgetown University, where he competed as an NCAA Division I student-athlete, and an MBA in Strategy and Entrepreneurship from the University of Chicago Booth School of Business, where he was a Merit Scholar, Teaching Assistant, and Co-Chair for Booth Entrepreneurship through Acquisition.
Find out where you stand.
The Gap Report maps what lenders, investors, and time will test before you do.