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Meet The Team

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Photo of Waypoint Private Capital team member

Jim Holder

Co-Founder and Managing Director, Tulsa, OK



About Team Member

Jim brings 39 years of experience split between financial and transaction advisory and building and managing operating companies. He spent ten years with PWC, an international financial services firm, serving large and middle market clients in the areas of assurance, due diligence and transaction structure for mergers and acquisitions, private placements of capital, and initial public offerings of capital.

Jim then spent 15 years serving as a CFO, COO and President of companies in manufacturing and distribution, retail, finance, franchising, and software development. In 2004, he returned to his passion of serving business owners and their management teams.  

Since that time, he has focused on providing Buy-Side and Sell-Side M&A Advisory Services, Capital Raise Services, and Exit Planning for business owners who desire to maximize their exit value while helping them identify and evaluate all available options in the transition of the ownership.

Jim’s 30+ year career highlights include:

  • Significant experience in the areas of Investment Banking, Private Equity, C-Level Operations, and Financial & Transaction Advisory Services

  • Advisor to business owners in over 100 M&A and capital sourcing transactions

  • Leader in an industry roll-up that resulted in the purchase of the company by a Fortune 500 business

  • Founder of five financial services companies

Check out Jim's articles and videos in our Insights section.

  • Master of Business Administration (MBA), Finance and Accounting, Walton School of Business at the University of Arkansas in Fayetteville, AR

  • Bachelor of Arts (BA), Economics and Finance, Westminster College in Fulton, MO

  • Certified Public Accountant (CPA), registered in the states of Oklahoma and Colorado

  • Registered Representative with FINRA through Waypoint Private Capital's affiliate, Waypoint Securities, having passed Series 28, 63, 79, and 82 securities examinations

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