Jodi Happe is a private equity (PE) leader who creates pre- and post-close solutions, solves technical challenges and identifies practical strategies for process improvements for RSM’s private-equity-owned clients. As a lifelong athlete and former Division I lacrosse team captain, Jodi’s goal is to understand her colleagues’ and clients’ motivations, strengths and challenges to build dynamic, effective team collaborations for each engagement.
Jodi has twenty years of experience providing advisory services to private-equity-backed companies. Experienced in mergers and acquisitions (M&A), Jodi works primarily with companies to prepare for the sale or post-close, to prepare strategic priorities, including standing up the accounting and finance functions. More importantly, Jodi’s years of experience give her a high-level strategic perspective on the entire M&A process and how to prepare clients for it, regardless of where they are in their life cycle.
Through her roles in sports leadership, Jodi has learned to think critically about complex situations and lean into the people skills she relies on to motivate, effectively collaborate and achieve goals for her clients. Clients appreciate Jodi’s candor and active listening, which gives them confidence in her as a source of honest counsel and trustworthy advice, not merely a salesperson offering a generic set of solutions.
Jodi’s RSM colleagues appreciate her responsiveness, direct leadership style, loyalty to the teams she builds and dedication to creating value for her clients. Other enterprise account leaders appreciate Jodi’s insights into real-life situations clients have faced to help bring perspective into how the firm uses its resources and adds quick wins for clients.
