Jared Luegers, CFA

Jared founded LIMESTONE Strategic Partners in May 2024 to work with buyers, sellers and owners of lower-middle-market businesses.

He began his career in public-equity research at Old National Bank and Goelzer Investment Management. Over nearly six years, he evaluated businesses, financial performance, industry economics and competitive positioning. At Old National, he served on the equity committee for a $750 million active equity portfolio. At Goelzer, he worked across five active equity strategies totaling approximately $850 million.

In 2020, he joined Postlane Partners, an independent sponsor, where he worked on acquisitions and initiatives within operating companies. At Gladieux Energy, he supported the deal team on the company’s approximately $190 million sale to Sunoco while leading its first ERP implementation and a fleet-dispatch initiative involving approximately 40 trucks. At Crossbridge Energy Partners, he worked on acquisition modeling and FP&A for a refinery business acquired from Shell.

He subsequently served as Director of Strategic Initiatives and a member of the executive committee at Valeo Financial Advisors, a then-$9 billion fee-only RIA. His responsibilities included establishing a detailed budgeting process, developing a five-year financial model and improving resource-allocation and advisor hiring analysis.

At LIMESTONE, Jared leads agreed operating-partner responsibilities and brings his investment and operating experience to transaction diligence. He also founded OWN Indiana in December 2025 and previously served as President of CFA Society Indianapolis and Young Professionals of Central Indiana. Originally from Jasper, Indiana, he graduated from Indiana University’s Kelley School of Business in 2014.