Access

government grants
tax credits
cost savings
with an unfair advantage

Grow your business to new heights with our results-driven approach that unlocks access to recurring tax credits and grants you do not have to pay back instead of traditional growth avenues such as equity or debt financing.

Clients we have sourced capital for

Why JMR

From precise identification to conservative implementation, we tailor strategies, manage teams of CPAs and attorneys, and provide a white glove service - ensuring efficient, cost-effective, and successful receipt of non-dilutive funding from the onset and throughout.

Broad connections & Unique Business Model

Operating on a one-time set up fee + success fee model rather than long, drawn out monthly retainers ensures alignment with our clients’ goals.

Law & Accounting Background

Extensive background in law & accounting paired with a technology-driven approach to allow for effective access to tax credits, grants & cost savings strategies.

Investment Banking Expertise

Composed of former investment bankers, our team has been working on transactions for Fortune 100 companies prior to turning their attention towards small and medium sized businesses.

Ready to grow your bottom line?

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Broad connections & Unique Business Model

Operating on a one-time set up fee + success fee model rather than long, drawn out monthly retainers ensures alignment with our clients’ goals.

/01

Solving for Company Segment

Identify and segment the applicable tax credits, grants & cost savings strategies that the business can leverage based on key variables like employee size, industry, and hiring patterns. Further, make granular predictions on expected cash values originating from these grants to establish a reasonable go-to-market timeline and return on investment.

Get Started
/02

Solving for Implementation

Solving for ImplementationPhase 2 involves crafting and refining the implementation plan with the client success team to ensure we can stick to strict timelines to deliver as much money in grants as possible within the first 6 months of engagement.

Get Started
/03

Solving for Management

Phase 3 focuses on managing our tax and CPA partners that are applying for and administering the grants, ensuring their estimates are in-line with client expectations and that deliverables are being turned over in a timely manner.

Get Started
/04

Solving for Optimization

Phase 4 emphasizes continuing to go after other relevant grants even after the first few have already been received by the client to ensure that we are realizing as much potential as possible

Get Started
/01

Solving for Grant Segment

Identify and segment the applicable grants that the business can leverage based on key variables like employee size, industry, and hiring patterns. Further, make granular predictions on expected cash values originating from these grants to establish a reasonable go-to-market timeline and return on investment.

Get Started
/02

Solving for Implementation

Solving for ImplementationPhase 2 involves crafting and refining the implementation plan with the client success team to ensure we can stick to strict timelines to deliver as much money in grants as possible within the first 6 months of engagement.

Get Started
/03

Solving for Management

Phase 3 focuses on managing our tax and CPA partners that are applying for and administering the grants, ensuring their estimates are in-line with client expectations and that deliverables are being turned over in a timely manner.

Get Started
/04

Solving for Optimization

Phase 4 emphasizes continuing to go after other relevant grants even after the first few have already been received by the client to ensure that we are realizing as much potential as possible

Get Started

Proven Track Record

$85M+
Impact delivered in the last 5 years through tax credits, grants and cost savings
300
Clients serviced
36%
Average bottom line growth of our clients in the first 12 months

Meet the Team

Jack Wainright

CFO & President

Martin Cantoni

COO

Ken Carmichael

CAO

Olivia Goldstein

Vice President

Emily Greenspan

Junior Relationship Manager

Paula Garrido

Relationship Manager

Maria Peralta

Relationship Manager

Jacob Cohen

Risk Analyst

Eric Ramirez

Intern

Juan Moreno

CEO

Jack Wainright-Wagner

CFO

Martin Cantoni

COO

Ken Carmichael

CAO

Olivia Goldstein

Vice President

Emily Greenspan

Junior Relationship Manager

Paula Garrido

Relationship Manager

Maria Peralta

Relationship Manager

James Kiwo

Head of Corporate Partnerships

Jacob Cohen

Risk Analyst

Eric Ramirez

Intern

Wall of Success

The JMR team provided us with a roadmap that seemed overly ambitious but they fulfilled every penny of it with very few hiccups along the way. They’re an excellent choice for a company that cannot hire a grant specialist full time but still wants a personalized approach.

Jackson Wagoner - Managing Partner Mandelbrot Capital

I would definitely recommend the JMR team, the process was seamless from start to finish and it was almost entirely hands off for me. I’ve referred a few people from my network over already to leverage the same credits for their own business.

Jared Brooks Re/Max - Owner/Broker

Ready to explore how we can help your company grow?

CEO

Juan, a Georgetown alumnus, has built an impressive career in the financial industry. He began in investment banking at RBC Capital Markets, where he worked on large-scale financing transactions for some of the most prominent companies in the U.S. His expertise was further honed as a Foreign Currency dealer at Deutsche Bank in New York City, where he navigated complex financial markets. It was during this time that Juan was first introduced to the strategic use of government grants by major corporations, an area where he has since developed deep expertise and delivered over $85 million in grants to small businesses since starting JMR Grants.

CFO

Jack Wainright-Wagner has played a crucial role in leading financial strategies at several prominent hedge funds before joining JMR. With a strong background in CPA practices and accounting, Jack has expertly managed the intricacies of government grants, facilitating over $20 million in transactions across various firms during his career. His deep knowledge of tax regulations, grant compliance, and financial reporting has made him an indispensable asset in ensuring that clients maximize their benefits while maintaining strict adherence to accounting standards. 

COO

Martin, our COO, is instrumental in driving the swift execution of government grant agreements and the completion of related term sheets. With a strong background in legal matters across various industries, particularly in the realm of government grants, Martin oversees the entire process with meticulous attention to detail. His extensive experience allows him to navigate complex legal and regulatory frameworks with efficiency, reducing delays and ensuring that negotiations are smooth and effective. Martin’s leadership is key to ensuring that our clients secure their funding quickly and successfully, making him a critical asset to the company's operations.

CAO

Ken Carmichael, our Chief Accounting Officer, has a storied career in accounting and finance, with a particular focus on navigating the complexities of grants and tax credits. Over the years, Ken has become a trusted expert in optimizing financial strategies through the effective use of government incentives. His deep expertise in tax regulations and grant compliance has enabled him to secure substantial financial benefits for the organizations he’s served.

Vice President

Olivia Goldstein, our Vice President, manages JMR’s grants client relationship management division with a blend of expertise and warmth. Her extensive background in finance and leadership has enabled her to excel in guiding her teams to consistently deliver outstanding results. Olivia’s empathetic approach to leadership creates a supportive and collaborative environment, where team members feel motivated and empowered.

Junior Relationship Manager

Emily Greenspan, a Junior Relationship Manager, hails from White Plains, New York. She brings with her a solid foundation of experience in investor relations and client management, having spent several years honing her skills in these areas. Emily’s ability to build strong relationships and effectively manage client needs makes her a valuable asset to the team, contributing to the overall success of JMR’s client-focused initiatives.

Relationship Manager

Paula Garrido, a Relationship Manager, brings a decade of experience as a paralegal to her role. Her extensive background in legal support has equipped her with exceptional attention to detail, strong analytical skills, and a deep understanding of complex regulatory environments.

 Relationship Manager

Maria Peralta, a Relationship Manager, brings 4 years of experience as a CPA assistant, with a specialized focus on grants. Her expertise in grant management, from application to compliance and financial reporting, has equipped her with the skills necessary to navigate the complexities of the grant process.

Head of Corporate Partnerships

James Kiwo, the Head of Corporate Partnerships, plays a crucial role in cultivating and maintaining strategic relationships with top tax attorney and CPA firms. His expertise in partnership management ensures that these collaborations are not only strong but also aligned with JMR's mission to deliver exceptional grant administration services. James is responsible for selecting and curating partnerships that enhance the effectiveness and efficiency of the grant processes, ensuring that clients receive the highest level of expertise and support. His ability to foster these key relationships is instrumental in the successful administration of grants, making him an integral part of the JMR leadership team.

Risk Analyst

Jacob Cohen, our Risk Analyst, plays a vital role in ensuring the success of the company's grant-related initiatives. He meticulously monitors client eligibility and alignment with the specific criteria of the grants JMR offers, ensuring that each client is a strong fit for the programs available. Jacob's analytical skills are also instrumental in identifying and evaluating new grant opportunities. He conducts thorough research to uncover potential grants that align with JMR’s strategic goals, expanding the company’s portfolio and providing clients with additional avenues for financial support.

Intern