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Matt James is listed as EVP | Chief Financial Officer & Chief Acquisition Officer at Oakbridge Insurance at Oakbridge Insurance, based in Nashville, Tennessee, United States. AeroLeads shows a work email signal at oakbridgeinsurance.com and a matched LinkedIn profile for Matt James.
Matt James previously worked as Executive Vice President, Chief Financial Officer & Chief Acquisition Officer at Oakbridge Insurance and Board Member at Kee Concrete And Construction, Inc.. Matt James holds Master Of Business Administration (M.B.A.), Asset Management from Yale School Of Management.
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AeroLeads found 1 current-domain work email signal for Matt James. Compare company email patterns before reaching out.
Matt is responsible for Oakbridge’s financial, legal, and M&A functions. As chief financial officer and chief acquisition officer, he creates sustainable shareholder value by enabling organic growth, accelerating expansion through M&A and scaling efficiently by providing partners with exceptional administrative support.Prior to joining Oakbridge, Matt was a core member of the executive team at a private equity-backed insurance distribution business where he led M&A and corporate finance. His experience also includes roles at a middle-market private equity fund focused on growth investments in service businesses and a boutique investment bank specializing in entrepreneur-owned recapitalizations.
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Atlanta, Georgia, US
Oakbridge is one of the largest privately-owned insurance, risk management, and employee benefits businesses in the Southeast building a sustainable and supportive operating model, organic growth engine, and infrastructure for exponential growth. Responsible for Oakbridge's financial, legal, and M&A functions focused on creating sustainable shareholder.
Elusive Alpha is a boutique consultancy specializing in long-term value creation for small and medium-sized businesses offering superior analytics, strategic planning, and subject matter expertise. Working with firms to accelerate through critical inflection points in their growth cycles, Elusive Alpha applies rigorous and relevant frameworks to problem.
Prime Risk Partners was a consolidation strategy in the highly-fragmented retail insurance distribution sector, backed by Thomas H. Lee Partners. The strategy was sold to Oak Hill Capital Partners in November 2019.Led the strategic finance function including M&A, corporate finance, inorganic growth strategies, and exit planning.
Birmingham, Alabama, US
Harbert Private Equity Partners was a middle-market private equity fund focused on growth investments in asset-light businesses. Executed on all aspects of the private equity investment process including target sourcing, end-market analysis, due diligence, deal structuring, debt financing, equity co-investment, post-closing settlements, and hands-on.
Charlotte, US
Fidus Partners is a leading middle-market investment bank focused on sellside transactions across a variety of industries. Completed three-year investment banking analyst program engaged on 10+ deals totaling over $850 million of transaction value.
Allegacy Services is an evergreen investment vehicle and business development company operating a portfolio of start-ups and acquired businesses in the financial services sector. Worked directly with senior management of each portfolio company on M&A, board reporting, and strategic business planning.
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Matt James works for Oakbridge Insurance.
Matt James is listed as EVP | Chief Financial Officer & Chief Acquisition Officer at Oakbridge Insurance at Oakbridge Insurance.
AeroLeads has found 1 work email signal at @oakbridgeinsurance.com for Matt James at Oakbridge Insurance.
Matt James is based in Nashville, Tennessee, United States while working with Oakbridge Insurance.
Matt James has worked for Oakbridge Insurance, Kee Concrete And Construction, Inc., Elusive Alpha, Prime Risk Partners, and Fds Avionics Corp..
You can use AeroLeads to view verified contact signals for Matt James at Oakbridge Insurance, including work email, phone, and LinkedIn data when available.
Matt James holds Master Of Business Administration (M.B.A.), Asset Management from Yale School Of Management.
Matt James is listed with skills including Returns, Writing, Financial Advisory, Consulting, Rugby, Market, Channel, and Financial Data.
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