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J. Wood Capital Advisors

Home
About
Who We Are
Our Philosophy
Value We Deliver
Community Support
Our Clients
Client List
Testimonials
Meet Our Team
Jason Wood
Dan Alster
Greg Batista
Marek Biegluk
Ted Breck
Ranga Kanthadai
Alton Lo
Katy Neumer
David Oakes
Yun Xie
Contact Us

JWCA has advised upstart on capital market transactions with over $1.6 billion in transaction Value

August 2025: JWCA advises Upstart on its upsized $690 million zero-coupon convertible and capped call transaction to refinance its outstanding convertible notes

November 2024: JWCA advises Upstart on its $500 million convertible issuance

September 2024: JWCA advises Upstart on its upsized $431 million convertible and capped call transaction, convertible repurchase and capped call unwind 

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Services and securities products offered exclusively through J. Wood Capital Advisors LLC.  Member FINRA/SIPC.

Additional Disclosure.

Testimonials may not be representative of the experience of other customers, and is not a guarantee of future performance or success

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