James Wimpress

James Wimpress Email and Phone Number

Vice President | Investment Banking @ Skytale Group
plano, texas, united states
James Wimpress's Location
Dallas, Texas, United States, United States
James Wimpress's Contact Details
About James Wimpress

M&A Professional with sell-side and buy-side experience. Responsibilities include business development, client relationship building and cross-functional collaboration with multiple stakeholders including clients, Executives, Project Managers & Technical Consultants as well as other professionals within the firm to deliver on financial and technical objectives.

James Wimpress's Current Company Details
Skytale Group

Skytale Group

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Vice President | Investment Banking
plano, texas, united states
Website:
skytalegroup.com
Employees:
5
James Wimpress Work Experience Details
  • Skytale Group
    Vice President
    Skytale Group Mar 2024 - Present
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  • Skytale Group
    Associate
    Skytale Group Nov 2022 - Mar 2024
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  • Eci Software Solutions
    Corporate Development Manager
    Eci Software Solutions Apr 2022 - Nov 2022
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  • Eci Software Solutions
    Corporate Development Associate
    Eci Software Solutions Apr 2021 - Apr 2022
    - Seven completed transactions: - Deacom (US; September 2021) - Merchant Systems Group (UK; October 2021) - InSearch Digital (US; November 2021) - MyProduction (Norway; December 2021) - Data Inventions (US; August 2022) - Lojic (US; August 2022) - ES Tech (UK; September 2022)- Perform analysis of Domestic and International Buy-Side M&A opportunities from deal sourcing to closing document development, including initial investment thesis analysis, conversations with management and sell-side advisors, operating model creation, and preparation of board materials.- Develop In-depth Operating Models with Target Management, Internal Business Unit Leader, and Executive Team input.- Engage third-party diligence throughout the process, Financial, Legal, Product, and review third-party reports and report to Executive Team and Board.- Develop synergy strategies with support from third-party diligence reports.- Prepare and present investment presentations for Executive team and Board members at various stages, Pre-IOI, Pre-LOI, Board, and Closing.- Negotiate deal terms in LOI and SPA, including purchase price (cash, debt financed, earn-out, etc.), seller executive roles/compensation packages, etc.
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  • Generational Equity, Llc
    Senior Associate
    Generational Equity, Llc Mar 2018 - Apr 2021
    Dallas/Fort Worth Area
    - Execute due diligence for M&A opportunities from start to finish, including initial company business and financial review, creation of detailed valuation models and industry analysis and sensitizing company operating models.- Work with other members of the M&A team to develop and refine investment thesesPrepare investment memoranda and present recommendations. Review of third-party diligence reports and present findings to internal committees.- Offer insight and ideas regarding potential M&A opportunities, creative transaction structures and deal terms that help lead to successful transactions.- Perform market research and due diligence on potential M&A deals.
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  • Comerica Bank
    Corporate Treasury Analyst / Funding Liquidity Specialist
    Comerica Bank Feb 2017 - Mar 2018
    Dallas, Texas
    Liquidity Management Responsibilities: - Run daily and periodic liquidity reporting used for daily decisions made by Lead Funding Liquidity Specialist or management.- Assist in the regular review and compliance of all liquidity risk policies, procedures and processes.- Monitor and assist with the holding company's cash position by providing reporting to senior staff.- Provide monthly management reporting necessary to ensure compliance with liquidity regulations such as Dodd-Frank, Basel III LCR and NSFR, OLA debt requirements, FDIC debt related assessment rules, etc.Funding Execution: - Complete the daily tasks related to the Money Desk management, including monitoring of the Federal Reserve position, customers' wire and ACH activity, overnight borrowings such as Fed Funds, Euro deposits, and Repos, etc. Provide reporting to team, as requested.- Provide assistance to senior members of the team in executing funding transactions such as brokered deposits, FHLB borrowings, senior, subordinated and preferred debt by running reports and compiling data.- Assist senior members of the team with daily tasks related to optimizing Comerica's use of collateral given regulatory requirements by Federal Reserve.- Provide periodic reporting of Comerica's expenses related to the wholesale funding portfolio.Assist in the calculation and posting of daily cost of funds for Comerica's daily loan and deposit activities
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  • Jpmorgan Chase & Co.
    Global Asset Pricing Analyst
    Jpmorgan Chase & Co. Feb 2016 - Feb 2017
    Dallas/Fort Worth Area
    - Provide asset pricing services for departments and clients across multiple regions including WHEM, EMEA, and APAC. -Responsible for the capture and validation of security prices used by Fund Accounting or the Investment Bank to calculate and submit daily and monthly NAV's subject to time sensitive deliverable deadlines. -Perform customized daily pricing for production of mutual fund NAVs reported to NASDAQ, European based mutual fund clients, pricing for institutional investment plans, pricing for Hedge Fund Services clients, and pricing Prime Brokerage client and trader positions.-Responsible for analyzing price movements against market expectations for a large variety of financial securities.
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  • University News
    General Manager
    University News Jan 2015 - Dec 2015
    Saint Louis, Missouri
    Chief business manager in charge of ensuring the financial stability through advertising content, sales, and revenue. Delegated responsibility and organized account executives to fully utilize staff potential.- Managed budget of over $75K.- Increased Ad Sales by 40%.- Hired new ad staff, created sales pitch to be applied to local ad sales.- In charge of advertising rates, discounts and publication dates. - Meet with potential advertisers and disseminate information on rates, advertisement opportunities, and policies.- Built a database system of potential advertisers and leads for advertising representatives. - Trusted with training new and existing account executives to sell advertisements, acquire leads and process necessary paperwork.- Created a more efficient communication grid between GM and Editor-In-Chief. Using Google Drive, designed a system for advertisements to be placed directly into database providing easier access for newsroom and ad placement staff.
  • Blue Star Payment Solutions
    Financial Analyst / Accounting Support
    Blue Star Payment Solutions May 2015 - Aug 2015
    Dallas/Fort Worth Area
    - Designed, built, and executed backend sales reporting system on Excel.- Built Excel models, analyzing the profitability of potential clients.- Assisted accounting team with various reporting and accounting models.
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  • Saint Louis University - Club Lacrosse Team
    Captain / Treasurer
    Saint Louis University - Club Lacrosse Team Sep 2012 - May 2015
    Saint Louis, Missouri
    - Took over organization more than $7K in debt.- End of year one, cash increased 143%.- End of year two, cash increased 300% from year one.- End of year three, projected cash increase of 33% from year two.- Employed various fundraising strategies, via letters to alumni and profit shares.- Improved relationship with school for increased funding. (First year we had $0 from school, in the last year we received $18,000).- Initiated deals with athletic vendors Nike and Lax World, decreasing cost of team apparel and equipment.- Named captain Sophomore year for leadership both on and off field.- Led team in total points in 2013-14 season. - Placed TOP 50 in nation for points per game in same season. - Led program to conference tournament for first time in 8 years.- Led team in total points in 2014-2015 season. - Finished season #11 in nation in points per game. - Voted First-Team All-Conference Midfielder of GRLC.
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  • Pelham Bell Pottinger
    Intern
    Pelham Bell Pottinger Jun 2012 - Jul 2012
    London, United Kingdom
    Financial public relations Company, second largest firm of its type in the UK.- Involved in release of financial information from various publicly traded companies, ranging from retail chains to oil and mining.
  • Allplayers.Com, Inc.
    Intern
    Allplayers.Com, Inc. May 2010 - Sep 2011
    Dallas/Fort Worth Area
    Allplayers provides online registration and member management solutions.AllPlayers.com is a cloud-based, Platform-As-A-Service (PaaS) solution that enables recreational and other membership organizations, ranging from small groups to national governing bodies, to organize, develop and manage their membership data. This solution provides them unprecedented engagement capabilities with their participants, thereby strengthening and growing their memberships, increasing revenue opportunities, leveraging statistical data, and increasing their brand value.- Collaborated with CFO in corporate development via M&A, performing due diligence (Rank One Sport – Closed November 2014).- Created quarterly investor reports with pertinent financial information.- Worked with CFO on funding rounds, contacting and pursuing, potential investors, ranging from $500K to $1MM on multiple occasions.
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James Wimpress Skills

Leadership Microsoft Excel Project Management Powerpoint Entrepreneurship Marketing Financial Analysis Social Media Project Finance Time Management Business Analysis Leadership Development Financial Reporting Market Research Microsoft Office Communication Html5 Css Javascript Ajax Team Building Budgets New Business Development Sales Operations Strategic Planning Relational Databases Database Design Sql Crystal Reports Financial Modeling Mergers And Acquisitions Private Equity Options Strategies Pricing Analysis Vba Relationship Management Investment Management Equity Research Fixed Income Portfolio Management

James Wimpress Education Details

Frequently Asked Questions about James Wimpress

What company does James Wimpress work for?

James Wimpress works for Skytale Group

What is James Wimpress's role at the current company?

James Wimpress's current role is Vice President | Investment Banking.

What is James Wimpress's email address?

James Wimpress's email address is jw****@****ons.com

What is James Wimpress's direct phone number?

James Wimpress's direct phone number is +121477*****

What schools did James Wimpress attend?

James Wimpress attended Southern Methodist University - Cox School Of Business, Saint Louis University, Saint Louis University.

What are some of James Wimpress's interests?

James Wimpress has interest in Private Equity, Wealth Management, Financial Consulting, Venture Capital, Corporate Finance, Financial Analysis, Security Analysis, Market Trend Analysis, Mutual Funds, Hedge Funds.

What skills is James Wimpress known for?

James Wimpress has skills like Leadership, Microsoft Excel, Project Management, Powerpoint, Entrepreneurship, Marketing, Financial Analysis, Social Media, Project Finance, Time Management, Business Analysis, Leadership Development.

Who are James Wimpress's colleagues?

James Wimpress's colleagues are Theodore Van Gorden, Isabel York, Stephanie Lenard, Ana Gabriela Reed, Joshua Lott-Suchanek, David Wilson, Lainey Stephenson.

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