James M. Shields, Cfa Email and Phone Number
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James M. Shields, Cfa is a Head of Private Funds and Portfolio Manager at Towle & Co.. He possess expertise in valuation, mergers and acquisitions, business valuation, financial modeling, investments and 11 more skills.
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Head Of Private Funds And Portfolio ManagerTowle & Co.Denver, Co, Us -
Head Of Private Funds & Portfolio ManagerTowle & Co. Mar 2022 - PresentDenver, Colorado, United States -
Portfolio ManagerTowle & Co. Jul 2019 - Mar 2022Denver, Colorado, United States -
AnalystTowle & Co. Jul 2013 - Jul 2019Greater St. Louis Area -
Managing Member / Equity Research AnalystShields Capital Management, Llc Feb 2013 - Jun 2013
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Business Valuation ManagerDeloitte Financial Advisory Services Llp Aug 2012 - Jan 2013St. Louis, Missouri / Chicago, Illinois• Managed over $800 thousand in business valuation project revenue• Valued both domestic and international businesses across multiple industries for public and private companies ranging in size from $26 million to $599 billion• Valued intangible assets including workforce, customer relationships, trade names, non-compete agreements, non-contractual/contractual customer relationships, and assembled workforces for transactions ranging in size from $500 million (operations in 22 countries)… Show more • Managed over $800 thousand in business valuation project revenue• Valued both domestic and international businesses across multiple industries for public and private companies ranging in size from $26 million to $599 billion• Valued intangible assets including workforce, customer relationships, trade names, non-compete agreements, non-contractual/contractual customer relationships, and assembled workforces for transactions ranging in size from $500 million (operations in 22 countries) to $2 billion (operations in 30 countries)• Independently conducted interviews with company executives regarding financial performance, industry trends, and strategic positioning• Annually valued the total operations / segments of a $30 billion privately held consumer products company• Presented completed valuation analyses to partners, clients, and auditors• Trained multiple associates and advised peers on valuation techniques and valuation modeling• Managed multiple associates in Deloitte FAS Chicago, St. Louis, Houston, and India offices• Actively participated in business development initiatives resulting in $1.8 million in new project revenues• Simultaneously managed workflow of 5-10 valuation engagements Show less -
Business Valuation Senior AssociateDeloitte Financial Advisory Services Llp Sep 2009 - Aug 2012Chicago, Illinois / St. Louis, Missouri• Expanded upon project management abilities by managing over $400 thousand in revenue• Valued both domestic and international businesses / intangible assets across multiple industries for public and private companies ranging in size from $15 million to $599 billion• Developed presentations and actively participated in business development initiatives• Prepared business valuation analyses and reports• Presented completed analyses to partners, clients, and auditors -
Business Valuation AssociateDeloitte Financial Advisory Services Llp Mar 2008 - Aug 2009Chicago, Illinois• Expanded upon knowledge and experience in the valuation of debt securities, options, and intangible assets• Prepared business valuation analyses and reports• Conducted research utilizing Capital IQ, Factset, Bloomberg, and various other data sources -
Business Valuation AssociateMarshall & Stevens Jan 2007 - Mar 2008St. Louis, Missouri / Chicago, Illinois• Valued both domestic and international businesses across multiple industries for public and private companies ranging in size from $500,000 to $849 billion• Worked with a team to build company-wide business valuation modeling templates• Assisted clients as a pre-transactional advisor on proposed mergers and acquisitions• Independently conducted site visits and valuations of real estate for purchase price allocation • Managed multidisciplinary engagements including client… Show more • Valued both domestic and international businesses across multiple industries for public and private companies ranging in size from $500,000 to $849 billion• Worked with a team to build company-wide business valuation modeling templates• Assisted clients as a pre-transactional advisor on proposed mergers and acquisitions• Independently conducted site visits and valuations of real estate for purchase price allocation • Managed multidisciplinary engagements including client contact and valuation personnel coordination Show less -
Business Valuation Junior AssociateMarshall & Stevens Jun 2006 - Dec 2006St. Louis. Missouri• Trained in business valuation theory, technique, and application• Analyzed market data and historical financial performance across various industries• Prepared multidisciplinary valuation reports and presentations using Microsoft Word and Power Point• Researched and created internal technical papers and marketing presentations for IRC §501(c) Excess Benefit Law, Stark Law, and Fraud & Abuse Anti-Kickback Law valuation engagements
James M. Shields, Cfa Skills
James M. Shields, Cfa Education Details
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Analytic Finance / International Business -
Finance And Banking / Real Estate
Frequently Asked Questions about James M. Shields, Cfa
What company does James M. Shields, Cfa work for?
James M. Shields, Cfa works for Towle & Co.
What is James M. Shields, Cfa's role at the current company?
James M. Shields, Cfa's current role is Head of Private Funds and Portfolio Manager.
What is James M. Shields, Cfa's email address?
James M. Shields, Cfa's email address is ja****@****ail.com
What is James M. Shields, Cfa's direct phone number?
James M. Shields, Cfa's direct phone number is +131250*****
What schools did James M. Shields, Cfa attend?
James M. Shields, Cfa attended The University Of Chicago - Booth School Of Business, University Of Missouri-Columbia.
What skills is James M. Shields, Cfa known for?
James M. Shields, Cfa has skills like Valuation, Mergers And Acquisitions, Business Valuation, Financial Modeling, Investments, Financial Reporting, Equities, Asset Management, Strategy, Analysis, Auditing, Mergers.
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