Jeff McCroskey

Esq. | Estate Planning | Business Planning

Jeff McCroskey graduated from University of Cincinnati with a degree in accounting (BBA, 1983), University of Dayton School of Law (JD, 1988) and Harvard Business School (OPM, 1993). Jeff also earned a certificate in Personal Financial Planning from Xavier University (2017).

After graduating from law school, Jeff represented small to medium size enterprises on a variety of legal matters, including entity selection, entity formation, capital structure planning, capital raises, residential and commercial real estate, shareholder disputes, employment matters, M&A and business contract drafting and negotiations.

Jeff joined NCR Corporation in 1994 as a Director of Global Strategic Planning, Alliances & Channels for the NCR Banking Division where he and the team managed a portfolio of more than one hundred global “partners” spanning the alliance spectrum from suppliers to equity joint ventures. In 1997, Jeff was asked to move to London, England. In London Jeff was appointed Managing Director of Global Alliances & Channels for NCR’s Banking Division.

Jeff returned to the United States in 1999, when the NCR CFO asked him to lead NCR’s Corporate M&A organization for Banking, Retail & Services Industries, where he was responsible for the end2end targeting, origination, synergy modeling, due diligence, closing and post – close-integration.

Jeff was soon recruited by General Electric to take a Vice President position on General Electric’s M&A team in Washington, DC. Two years later, Jeff moved into an operational position at one of GE’s industrial business units, a unit that was focused on digital transformations of supply chains. Jeff served on the board of directors of joint ventures in Hong Kong, China, and the United States.

Jeff has two children: Colleen and Sean. Colleen graduated from the University of Colorado and is now an attorney in Denver, Colorado. Colleen completed her undergraduate degree in Journalism at University of Cincinnati (Ursuline). Sean graduated from Xavier University in Finance (Moeller), is a Venture for America Alumni, and is an Investment Associate at Atento Capital, a venture capital firm in Tulsa, Oklahoma.

In his spare time, Jeff is an avid outdoorsman, cycling with Cincinnati Cycling Club, is a dedicated Zwift cyclist and has a growing interest in fly fishing.