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From start to finish, we partnered with Configure to successfully complete every part of the transaction.

- Justin Di Trolio
CFO at Jackson Hewitt

Configure Partners Completes Jackson Hewitt Refinancing


Atlanta, GA — Configure Partners, an investment banking firm specializing in debt placement services, announced today that it served as the exclusive financial advisor to Jackson Hewitt Tax Service Inc. Configure assisted in securing committed debt capital to refinance Jackson Hewitt’s existing debt and provide additional working capital for accelerated future growth.

Headquartered in Jersey City, NJ, Jackson Hewitt is the second largest tax prep provider in the U.S., with more than 5,600 franchise and company-owned locations, including tax services within Walmart stores nationwide.

Configure supported all aspects of the financing process, including lender screening, approach to market, transaction structuring, and negotiation of the financing-related documentation.

“Jackson Hewitt has completed the refinancing phase, and the senior leadership team is confident the new capital structure will drive the company’s next stage of strategic growth,” said Jackson Hewitt Chief Financial Officer Justin DiTrolio. “From start to finish, we partnered with Configure to successfully complete every part of the transaction.”

Configure Managing Director Jerry McDonald commented, “We are proud to have partnered with the Jackson Hewitt team on a successful refinancing and new working capital credit facility. We have no doubt that this investment, coupled with management’s expertise, will help bolster and position Jackson Hewitt for the future.”

About Jackson Hewitt (www.jacksonhewitt.com)
Jackson Hewitt Tax Service Inc. is an innovator in the tax industry with a mission to provide its hard-working clients access to simple, low-cost solutions to manage their taxes and tax refunds. Jackson Hewitt is devoted to helping clients get ahead and stands behind its work with its Maximum Refund Guarantee and Lifetime Accuracy Guarantee® (restrictions apply, see Jackson Hewitt’s website for more details). Jackson Hewitt has more than 5,600 franchise and company-owned locations nationwide making it easy and convenient for clients to file their taxes. For more information about products, services, and offers, or to locate a Jackson Hewitt office, visit www.jacksonhewitt.com or call 1 (800) 234-1040.

About Configure Partners (www.configurepartners.com)
Configure Partners is a preeminent credit-oriented boutique investment bank headquartered in Atlanta. The firm specializes in debt placement, credit resolution, special situations, and M&A advisory, providing superior client service and execution to middle-market private equity sponsors in acquisition finance, refinancing, and dividend recapitalization transactions. Our people-driven team of bankers differentiates through real-time knowledge of the debt capital markets and becomes a true extension of our client’s teams, delivering unmatched results and an exceptional client experience.