Jim is a Senior Director within CBIZ CMF’s financial and operational consulting practice and is based in Philadelphia. He has worked extensively with global private equity firms and their portfolio companies providing financial, operational, and transactional support. Jim has a leadership role in consulting engagements, including due diligence, interim finance department support, financial reporting and post-transaction integration projects. His extensive experience includes expertise in business combinations, merger integration, and general business leadership, allowing CBIZ CMF and its clients the opportunity to achieve their optimum result.
Prior to joining CBIZ CMF, Jim was a Managing Director at Deloitte & Touche LLP in New York City within the firm’s Special Acquisition Services M&A group. In this role, he led M&A transaction services from initial interest to deal closing for global private equity firms and their portfolio companies. Jim has a proven track record of leading multifunctional and multinational teams. Prior to joining the Special Acquisition Services M&A group, Jim was an audit manager with Deloitte & Touche LLP in Philadelphia.