Co-Founder, Partner & Managing Director
and access,
With over three decades of experience in investment banking and accounting, Jimm has a proven track record of guiding clients through complex financial transactions. He has played a key role in numerous exclusive sale assignments, buy-side transactions, public company defenses, and various strategic advisory projects. Well-versed in all areas of corporate finance, Jimm specializes in assisting clients through the merger and acquisition process, offering expertise in the financial, legal, and tax aspects involved. Prior to co-founding MAE, Jimm served as Senior Vice President at Wheat, First Securities Inc., where he led the Merger and Acquisition Group for 13 years. His background also includes time as a Special Agent with the Federal Bureau of Investigation and as a Certified Public Accountant with Ernst & Young. Jimm holds a Bachelor of Science degree in Accounting from Virginia Commonwealth University.
