Jim is a member of the Forensics & Valuation service line and leads the Houston practice providing business valuation, transaction advisory, and other consulting services. He has more than 20 years of experience providing business valuations for financial reporting, intellectual property, buy-sell agreements, federal tax, and other regulatory purposes. Jim’s engagements have included assisting in both buy-side and sell-side consulting, transaction structuring, debt capacity analysis, and valuation studies.
He has been qualified as an expert witness involving valuation and merger and acquisition (M&A) issues, including testifying and the preparation of expert reports used in state, federal, and The Hague International Court of Justice jurisdictions. His experience encompasses several industries, including energy and natural resources, chemicals, manufacturing and distribution, and healthcare.
Before joining the firm in 2019, Jim was a managing director at another large international accounting firm where he worked in valuation and transaction advisory services. He also has prior experience as the managing editor of a nationally recognized business valuation publication and transaction database.
He is a Chartered Financial Analyst (CFA), a member of the CFA Institute, and a member of CFA Society Houston, where he is a past president and a current member of the advisory board. He is a founding board member of CFA Societies Texas. Jim is also an Accredited Senior Appraiser (ASA) and a member of the American Society of Appraisers.
Jim has made numerous presentations on valuation and M&A topics to various business and professional organizations.
He is a 1994 graduate of Texas A&M University, College Station, with a B.B.A. degree in finance.