Bio

Jimm brings over thirty years of investment banking/accounting experience to the client base and has advised clients on numerous exclusive sale assignments, buyside transactions, public company defenses and a wide variety of strategic advisory situations. Although capable in many aspects of corporate finance, Jimm’s focus is assisting clients through the merger and acquisition process and the related financial, legal and tax issues. Prior to forming the firm, Jimm spent thirteen years at Wheat, First Securities Inc. as a Senior Vice President where he was in charge of the Merger and Acquisition Group. He also spent time at the Department of Justice as a Special Agent for the Federal Bureau of Investigation and as a Certified Public Accountant with Ernst & Young. Jimm earned a Bachelor of Science degree in Accounting from Virginia Commonwealth University.