Dallas, Texas

Revenue
Intelligence.
Investment Grade.

Revenue analyst and commercial advisor with a track record of producing investment-grade diagnostics for private equity firms and portfolio companies. I translate messy commercial data into the clarity that drives acquisition decisions, growth strategies, and bottom-line results.

Learn more
About
Jon Shadid
Based in
Dallas, Texas
Background
Revenue Analytics & PE Advisory
Open to
Finance · BD · Operations · Strategy

Investment-grade analysis.
Commercial clarity.

For nearly five years I produced revenue diagnostic reports used by private equity firms to make investment and portfolio decisions — translating fragmented commercial data into clear, defensible analysis across customer economics, revenue efficiency, pipeline health, and product retention.

The work sat at the intersection of finance and commercial operations: understanding not just what a business was doing, but what the numbers revealed about its underlying health, risks, and growth potential.

In 2024 I stepped back deliberately — and applied that same analytical lens to evaluating businesses firsthand, pursuing a serious acquisition of a Dallas-based medical wellness practice through full financial due diligence and legal structuring.

Recent Work

Work & ventures.

2024 — Present
Business Acquisition — Medical Wellness
Pursued acquisition of a Dallas-based medical wellness practice. Conducted financial due diligence, built independent models from limited data, engaged legal counsel, and negotiated equity structure before being outbid.
2024 — Present
Bitcoin Mining Operations
Assisted in the buildout and daily operations of two Houston-based mining facilities running 900+ miners with significant infrastructure and operational complexity.
2024 — Present
Independent Project Work
Supported a medical clinic with marketing strategy, partnership development, and marketing automation — drawing on experience from nearly five years of go-to-market advisory.
2024
Commercial Exploration
Evaluated a commercial paint striping operation as a potential venture — going on jobs, building client proposals, and assessing operational fit before deciding not to pursue further.
Background

Five years of investment-grade revenue work.

2019 — 2024

Yield Group Growth Advisory

Manager, Data Analytics & Insights. Produced 18+ revenue diagnostic reports used by private equity firms to make investment decisions — covering customer economics, retention cohorts, full-funnel conversion, revenue efficiency metrics (LTV:CAC, magic number, payback period), and product usage analysis. Also designed and implemented revenue infrastructure for 10+ portfolio company sales and marketing teams.

2017 — 2019

National Prayer Breakfast & NSLF

Postgraduate Fellow. Facilitated 100+ hours of leadership development training for emerging leaders in Washington D.C.

2013 — 2017

UNC Kenan-Flagler Business School

BS Business Administration, GPA 3.79. GLOBE® Scholar — Copenhagen Business School & Chinese University of Hong Kong.

Core Skills
Revenue Diagnostics & PE Analysis
Financial Modeling & Due Diligence
Business Development
Go-to-Market Architecture
CRM & Marketing Automation
Systems Thinking
Industries
B2B Software
Private Equity
Healthcare
Digital Assets
Contact

Let's talk.

Open to conversations about the right opportunity — whether that's a role, a project, or just a good discussion.

Email
jshadid4@gmail.com
Location
Dallas, Texas
LinkedIn
Jon Shadid
Message received — I'll be in touch.