James Smith

Managing Director

Mr. Smith began his career at Bank of the West, working closely with institutional clients and assisting with account management. He advised both Private Equity and Corporate clients on a range of transactions including acquisition financing, refinancings, dividend recapitalizations, stapled debt financing, and restructurings across a variety of sectors. He then joined Arthur Andersen & Co where he spent 10 years in public accounting. Mr. Smith brings experience advising on IPOs, along with general mergers and acquisitions. He has advised on both sell-side and buy-side mergers and acquisitions on 80+ transactions. Mr. Smith is a nationally recognized speaker offering CEOs the opportunity to explore the capital markets indirectly through a series of engagements.

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