Jason Klein is a Managing Director at Accel-KKR and joined the firm during its inaugural fund.
Prior to joining Accel-KKR, Jason worked at Goldman, Sachs & Co. in investment banking in both the Technology, Media & Telecom group and the Merger Department. Jason previously worked at PricewaterhouseCoopers Securities, the investment banking subsidiary of PricewaterhouseCoopers, where he advised mid-market companies on mergers and acquisitions, capital raising and buyout transactions. Earlier in his career, Jason worked in the Financial Advisory Services practice at Cooper & Lybrand. He has also spent time auditing companies at both Coopers & Lybrand and Arthur Andersen.
Jason’s current board seats include: I-Med, Infinisource Benefit Services, Integrichain, Jaggaer, Kerridge Commercial Systems Ltd., Paymentus, Smart Communications, SugarCRM, TEAM Software, TrueCommerce, Vitu and Vyne Corporation.
Jason’s former selected directorships include: Episerver (sold to Insight Venture Partners for $1.16 billion), HighJump Software (sold to Körber AG for $750 million), IntrinsiQ (sold to AmerisourceBergen Corporation NYSE: ABC), iSolved, iTradeNetwork (sold to Roper Industries NYSE: ROP for $525 million), KANA Software (sold to Verint Systems – NASDAQ: VRNT for $514 million), Saber (sold to EDS for $460 million) and board observer of Model N (NYSE: MODN) until its initial public offering.
Jason received his M.B.A. from the Wharton School at the University of Pennsylvania in Finance and Strategic Management where he graduated as a Palmer Scholar and was awarded the Ford Fellowship (first-year Co-Valedictorian). He received a B.S. with Highest Distinction in Finance and Accounting and a minor in Speech Communications from the Pennsylvania State University.
Jason is a Certified Public Accountant (CPA, inactive) and holds the Chartered Financial Analyst (CFA) designation.BACK TO TEAM