Director
Joined: 1988
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Jim Hennessey has served as an advisor to the financial services industry since 1985. His work covers the full range of services offered by RP Financial, including the preparation of valuation analyses for several of the largest initial public offerings by financial institutions in U.S. history and assisting RP Financial clients in formulating strategies and evaluating specific mergers and acquisitions, branch purchase/sale transactions and equity/debt offerings. His valuation work includes valuation analyses in conjunction with initial public, secondary and rights offerings of banks, thrifts, insurance companies and other financial services firms, as well as securities held by ESOPs, profit sharing plans, estates and trusts. He has also led many of the firm’s valuation and advisory engagements in “going private” transactions and reorganizations from Subchapter S to Subchapter C corporations, including advising clients on the transaction structure and pricing to reduce the number of shareholders in such transactions. Jim has led many of RP Financial’s de novo bank and thrift engagements, including preparation of the business plans, financial projections, CRA plans and related portions of the regulatory applications. He has also worked extensively with a wide range of clients to formulate their business plan strategies through comprehensive financial modeling, discounted cash flow analyses and by performing "what if" simulations. Jim has also assisted credit unions with strategic planning in connection with their charter conversions. Prior to joining RP Financial at its inception in 1988, Jim spent three years as financial analyst and consultant with Financial Strategy Group (now Capital Resources), where he was a consultant actively involved in the firm's valuation and planning engagements. Jim currently resides in Virginia and earned his undergraduate degree from Holy Cross College, Worcester, Massachusetts.