Jacob McDonald
Director & Principal Finance Broker
Jacob McDonald founded Winterfold Finance on the principle that businesses deserve a finance partner who understands their industry, speaks plainly and delivers a considered finance strategy.
His focus spans Commercial Finance, Asset Finance, Debt Advisory and Working Capital.
Jacob's approach goes beyond placing debt. He works directly with clients to understand their structure, strategy and growth plans before considering how finance should be designed and taken to market.
That direct involvement gives clients a clear point of contact throughout the finance process.
LEADERSHIP APPROACH
Jacob's approach is centred on understanding the business before recommending a finance solution.
That means looking at the client's goals, financial position, strategic direction and the commercial implications of the proposed structure.
The aim is to give clients greater visibility over their funding position so they can make informed decisions around growth, acquisitions and capital allocation.
EXPERIENCE AND EXPERTISE
Jacob's core areas of focus include:
- Commercial Finance
- Asset Finance
- Debt Advisory
- Working Capital
The capability statement also identifies his primary industries as:
- Mining & Resources
- Construction
- Agriculture
- Healthcare
- SME
Winterfold's wider approved industry architecture also includes Transport & Logistics and Professional Services & SME.
Qualifications and memberships
● Formal qualifications ● Applicable credit / licensing details ● Professional memberships ● Industry accreditations
