Real-World Experience, Proven Results, A Founder Who Gets It.

Jonathan Lo isn’t just another finance expert—he’s a founder, operator, and dealmaker who has helped countless startups and SMBs break through financial barriers. With years of experience as a fractional CFO, he has guided companies across industries in securing funding, scaling operations, and structuring game-changing deals.

As a serial entrepreneur, Jonathan has built, acquired, and grown businesses internationally, navigating the same challenges founders face. He knows that traditional banking fails too many great businesses, which is why he’s passionate about Private Money Brokering (PMB)—helping real entrepreneurs get the capital they need to build, scale, and succeed.

A U.S. Army veteran, Jonathan brings the same strategic thinking, adaptability, and relentless execution to business as he did to leadership in the military. He loves working with founders in creative, unconventional ways to help them win—whether that means structuring smart financial strategies, unlocking capital, or guiding them through acquisitions.

Why This Matters to You

He’s Been on Your Side of the Table – Jonathan has worked inside startups, helping founders secure funding, optimize cash flow, and strategize for growth. He knows what investors, lenders, and acquirers look for—because he’s been there.

From the Battlefield to the Boardroom – A former U.S. Army officer turned startup finance expert, Jonathan brings strategic thinking, problem-solving, and rapid execution to every deal. No fluff, just results.

Proven Success in Finance, M&A, and Scaling Businesses – Whether you need capital, CFO-level strategy, or a smart deal structure, Jonathan and the DXS team provide the insights and execution to get it done.

Let’s Get to Work

If you’re serious about growth—whether through funding, strategic finance, or business acquisitions—you need a partner who understands the game and plays to win.