James Wimpress Email & Phone Number

- 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.

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.

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

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.

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.

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.

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.

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.

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.

Master Of Business Administration - Mba

Bachelor Of Business Administration (B.B.A.), Finance, General; Support In Information Technology Management

Bachelor'S Degree, Finance, General