JM2 Capital

Whether you are creating a new organization, looking to maximize the profit of an existing business, or stewarding cash for a desired return, you need partners who understand the importance of managing what you have created. At JM2, we look at your situation and help you discover current and future opportunities through our business consulting and wealth management practices. Our team’s deep expertise from small organizations to large enterprises can guide you through your business creation, sales strategies, back office structure, manufacturing best practices and more. Our personal experience in all phases of business operations, asset monetization and investment management will provide you with a long-term strategy for solid financial growth and stability for you, your business, and your family’s legacy.

Develop Strategies. Achieve Results.

Co-Founder and President, John Mathena worked for three decades across numerous industries and has developed expertise in various disciplines, from business consulting to enterprise conglomerate. He spent ten years as a CEO, resulting in growing a company from $6 million to $90 million in revenue, with 60% net profit. During the past decade, he has developed an expertise in estate planning, wealth management strategies and family office practices with assets under management of over $200 million.

Chief Investment Officer, Cameron Turner has over 24 years of investment and wealth management experience. He leads investment strategy and vision for JM2 Capital’s family office and wealth practice, emphasizing goal-based client solutions, portfolio construction using multi-factor risk analysis, and tax-aware optimization. Prior to joining JM2 Capital, Cameron was a Senior Vice President at the Trust Company of Oklahoma where he managed approximately $300 million in client investments for clients ranging from $1,000,000 to $40,000,000 in investable assets. Cameron’s earlier experience as an analyst and tax accountant granted him the knowledge and ability to look at client’s portfolios holistically and taking advantage of opportunities for both growth and safe guards.Cameron is a Chartered Financial Analyst (CFA) charterholder & Certified Public Accountant (CPA)

JM2 Certifications: Chief Financial Analyst (CFA), Certified Public Accountant (CPA), Society for Human Resource Management - Certified Professional (SHRM-CP) Associate Safety Professional (ASP), Certified Supply Chain Professional (CSCP),

2015

Business Consulting: The JM2 model has real-world success in all aspects of business planning, development, and management and wants to partner with you and your organization. As a sounding board for your company’s leaders, JM2 offers you a place to speak openly, honestly, and have your challenges and concerns understood, validated, and kept confidential. With decades of executive leadership with everything from small businesses to Fortune 500 companies, we are passionate about sharing our successes in business with you, as well as lessons learned. As your consulting partner, our collective experience can help you see your vision materialize. The 3 key business focus areas are Strategy, People, and Process. Other areas of business consulting include Lean Process Improvement, Back Office, Supply Chain, Sales, Human Resources, Quality, Environmental Health & Safety, and other business strategic planning and execution.

Wealth Management: You are unique. Your asset management needs are unique, too. Perhaps – like many people – investments are not your primary vocation and you could use a trusted partner. Maybe you have worked hard to accumulate wealth and you need someone to help manage your assets. Or possibly you enjoy being “hands on” with your investments but want an experienced, knowledgeable team to be a sounding board and provide expert guidance on asset management. JM2 can service any of these situations, as well as one that is often overlooked; the planning of transferring wealth from one generation to the next. We can assist you in the communication and education needed to prepare the next generation to be successful ambassadors of your legacy. You established key values that were instrumental in your journey to accumulating wealth, and we understand the importance of carrying on those uncompromising characteristics to the next generation. Key areas of focus are Investment Management, Family Office Services, and Opportunity Analysis