Bio

Jim has over 20 years of investment banking and corporate development experience executing complex mergers, acquisitions, corporate carve-outs, recapitalizations and strategic-advisory transactions with aggregate transaction value in excess of several billion dollars. Clients have included entrepreneurs and family-held businesses, private equity firms, and large and small public companies. Jim has broad capabilities across technology and technology-enabled services, engineered products, software/SaaS, e-commerce & direct marketing, consumer products, aerospace products, networking & storage, education, and building products. Jim began his investment banking career at Goldsmith, Agio, Helms (now Lazard Middle Market). For nearly 15 years he led the firm’s Technology and Software practice as a Managing Director. In 2016 Jim joined Quetico Partners as a partner. Prior his investment banking career, Jim spent 6 years in corporate development as senior vice president at WAM!NET Inc., a global digital transport and data storage provider where he led corporate development, strategy and marketing from the company’s initial launch. Prior to joining WAM!NET, Jim was an executive at Ceridian Corporation and General Mills, Inc. In 2018, Jim co-founded Hennepin Partners when Craig-Hallum’s M&A Group combined with Quetico Partners (all former colleagues and friends from Lazard Middle Market). Jim received an MBA from the Wharton School at the University of Pennsylvania and an undergraduate degree in economics from Moorhead State University.