Jonathan Finkelstein, BA, MBA, LLM

Jonathan Finkelstein, BA, MBA, LLM
Director
Jonathan Finkelstein is a Vice President at Alignvest Private Capital, with 10 years of high-level experience as an attorney, government official, investment banker and private equity investor. Since 2017, he has worked primarily in the firm’s private equity business. In that capacity, he spent two years working on the transaction between SFCL and AQY.

Early in his career, Mr. Finkelstein’s practice focused primarily on the tax aspects of public company mergers, acquisitions, and corporate restructurings at the New York offices of Skadden, Arps, Slate, Meagher & Flom. In that role, he advised a diverse range of corporate and private equity clients. He was recruited by Canadian Finance Minister Jim Flaherty in 2011 to join his office as Senior Policy Advisor responsible for Taxation. In that capacity, Mr. Finkelstein advised Minister Flaherty directly on tax measures contemplated by the Canadian Department of Finance.

Over time, his role expanded beyond tax to encompass industrial policy, pension policy and venture capital. In the latter capacity, he played a central role in designing Canada’s Venture Capital Action Plan –a program that the current government recently renewed. Mr. Finkelstein joined the New York City office of Lazard Freres and Co. in 2015, where his practice focused on mergers and acquisitions of financial institutions, with emphasis on life insurance and banking. His clients included Scotiabank, American Express and The Blackstone Group, and the advice he provided encompassed both transaction execution and high-level corporate strategy.

Mr. Finkelstein graduated from McGill University with a B.A. in Economics. He holds two law degrees, including an LL.M. in Taxation from New York University and a J.D. from Osgoode Hall Law School. He also holds an MBA from the Columbia Graduate School of Business.