As a seasoned financial expert, Jim knows his way around private equity and middle market finance – thanks to over 35 years of experience. He specializes in new corporate banking relationships and actively participates in portfolio management. With extensive experience in originating, structuring and underwriting financing transactions he knows how to help clients navigate leverage buyouts, recapitalizations, platform build and add-on acquisitions, and senior debt to name a few.
Jim has a Bachelor of Science degree in Finance and Economics from Babson College and a Six Sigma certification. He’s received the GE Corporate Recognition Award (twice) and is an active member of SF ACG and the Hillhouse Club. In his spare time, you can find him rooting for his favorite sports team, playing golf or skiing, or joining in with one of San Francisco’s cultural arts organizations.