Managing Director
and access,
Jim started his 25+ year investment banking career at Montgomery Securities/Bank of America and founded and ran Converge Capital, a boutique M&A advisor firm, for 9 years. Jim was also a Partner at AGC Partners and Updata Capital. Prior to investment banking, Jim was Vice President of Corporate Development at Affiliated Computer Services (later sold to Xerox), a leading Dallas based fintech/payment processing, IT services and information storage company. Before ACS, Jim was an M&A attorney at Kirkland & Ellis, as well as WilmerHale. Prior to law school, Jim was an Associate at Citicorp Leveraged Capital in Dallas focused on private equity transactions.
