Matt James Email and Phone Number
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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.
Oakbridge Insurance
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Executive Vice President, Chief Financial Officer & Chief Acquisition OfficerOakbridge Insurance Dec 2020 - PresentAtlanta, Georgia, UsOakbridge 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 value by enabling organic growth, accelerating expansion through M&A, and scaling efficiently by providing partners with exceptional administrative support. -
Board MemberKee Concrete And Construction, Inc. Sep 2020 - PresentFort Worth, Texas, Us -
Founder & PrincipalElusive Alpha Nov 2019 - Nov 2020Elusive 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 solve for long-term success. Capabilities include building proactive capital strategies, exit preparation and positioning, due diligence and acquisition support, growth strategy implementation, and developing sustainable operational improvements. With experience across the financial services, industrial manufacturing, healthcare services, aerospace / defense, oil and gas, and business services sectors, Elusive Alpha’s tailored solutions provide clients with optimal outcomes for outsized growth. -
Senior Vice President, FinancePrime Risk Partners Feb 2019 - Nov 2019Prime 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.
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Vice President, FinancePrime Risk Partners May 2016 - Feb 2019
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Board ObserverFds Avionics Corp. Nov 2014 - Mar 2016Alpharetta, Ga, Us -
Senior Associate, Private EquityHarbert Management Corporation Sep 2014 - Mar 2016Birmingham, Alabama, UsHarbert 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 operational management of portfolio companies. -
Associate, Private EquityHarbert Management Corporation Jul 2013 - Aug 2014Birmingham, Alabama, Us -
Senior Investment Banking Analyst, M&AFidus Partners Aug 2012 - Jun 2013Charlotte, UsFidus 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. -
Investment Banking Analyst, M&AFidus Partners Aug 2010 - Jul 2012Charlotte, Us -
Senior AnalystAllegacy Services Jan 2010 - Aug 2010Allegacy 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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Board ObserverAllegacy Services Sep 2008 - Aug 2010
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AnalystAllegacy Services Jun 2008 - Dec 2009
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Board ObserverJba Benefits Sep 2008 - Aug 2010
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Board ObserverCo-Operative Payroll Solutions, Llc Sep 2008 - Aug 2010 -
Board ObserverAllegacy Realty Sep 2008 - Aug 2010
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Board ObserverAdvanced Fraud Solutions Sep 2008 - Aug 2010High Point, Nc, Us
Matt James Skills
Matt James Education Details
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Yale School Of ManagementAsset Management -
Ie Business School -
Wake Forest University School Of BusinessManagement -
Wake Forest UniversityHistory
Frequently Asked Questions about Matt James
What company does Matt James work for?
Matt James works for Oakbridge Insurance
What is Matt James's role at the current company?
Matt James's current role is EVP | Chief Financial Officer & Chief Acquisition Officer at Oakbridge Insurance.
What is Matt James's email address?
Matt James's email address is mr****@****ail.com
What schools did Matt James attend?
Matt James attended Yale School Of Management, Ie Business School, Wake Forest University School Of Business, Wake Forest University.
What skills is Matt James known for?
Matt James has skills like Returns, Writing, Financial Advisory, Consulting, Rugby, Market, Channel, Financial Data, Units, Sales, Finance, Time Constraints.
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