Co-Founder and Managing Director
Jim is a co-founder and Managing Director with Waypoint Private Capital. 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 & acquisitions, private placements of capital, and initial public offerings of capital. He 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 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
Jim obtained his Bachelor of Arts degree in Economics and Finance from Westminster College in Fulton, MO, and his MBA in Finance and Accounting from the Walton School of Business at the University of Arkansas in Fayetteville, AR. In addition to being a founder of Waypoint Private Capital, he is also a registered representative through Waypoint Securities, having passed the Series 28, 63, 79, and 82 securities examinations. Jim is a CPA and is registered in the states of Oklahoma and Colorado. Jim serves on the boards of several businesses and faith-based non-profit organizations.