Matt James

Matt James Email and Phone Number

EVP | Chief Financial Officer & Chief Acquisition Officer at Oakbridge Insurance @ Oakbridge Insurance
Matt James's Location
Nashville, Tennessee, United States, United States
Matt James's Contact Details
About Matt James

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.

Matt James's Current Company Details
Oakbridge Insurance

Oakbridge Insurance

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EVP | Chief Financial Officer & Chief Acquisition Officer at Oakbridge Insurance
Matt James Work Experience Details
  • Oakbridge Insurance
    Executive Vice President, Chief Financial Officer & Chief Acquisition Officer
    Oakbridge Insurance Dec 2020 - Present
    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 value by enabling organic growth, accelerating expansion through M&A, and scaling efficiently by providing partners with exceptional administrative support.
  • Kee Concrete And Construction, Inc.
    Board Member
    Kee Concrete And Construction, Inc. Sep 2020 - Present
    Fort Worth, Texas, Us
  • Elusive Alpha
    Founder & Principal
    Elusive Alpha Nov 2019 - Nov 2020
    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 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.
  • Prime Risk Partners
    Senior Vice President, Finance
    Prime Risk Partners Feb 2019 - Nov 2019
    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.
  • Prime Risk Partners
    Vice President, Finance
    Prime Risk Partners May 2016 - Feb 2019
  • Fds Avionics Corp.
    Board Observer
    Fds Avionics Corp. Nov 2014 - Mar 2016
    Alpharetta, Ga, Us
  • Harbert Management Corporation
    Senior Associate, Private Equity
    Harbert Management Corporation Sep 2014 - Mar 2016
    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 operational management of portfolio companies.
  • Harbert Management Corporation
    Associate, Private Equity
    Harbert Management Corporation Jul 2013 - Aug 2014
    Birmingham, Alabama, Us
  • Fidus Partners
    Senior Investment Banking Analyst, M&A
    Fidus Partners Aug 2012 - Jun 2013
    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.
  • Fidus Partners
    Investment Banking Analyst, M&A
    Fidus Partners Aug 2010 - Jul 2012
    Charlotte, Us
  • Allegacy Services
    Senior Analyst
    Allegacy Services Jan 2010 - Aug 2010
    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.
  • Allegacy Services
    Board Observer
    Allegacy Services Sep 2008 - Aug 2010
  • Allegacy Services
    Analyst
    Allegacy Services Jun 2008 - Dec 2009
  • Jba Benefits
    Board Observer
    Jba Benefits Sep 2008 - Aug 2010
  • Co-Operative Payroll Solutions, Llc
    Board Observer
    Co-Operative Payroll Solutions, Llc Sep 2008 - Aug 2010
  • Allegacy Realty
    Board Observer
    Allegacy Realty Sep 2008 - Aug 2010
  • Advanced Fraud Solutions
    Board Observer
    Advanced Fraud Solutions Sep 2008 - Aug 2010
    High Point, Nc, Us

Matt James Skills

Returns Writing Financial Advisory Consulting Rugby Market Channel Financial Data Units Sales Finance Time Constraints Building Materials Structure Franchising Transaction Experience Business Administration Dec Alpha Military History Buyers Thesis Facilitation Dynamics Salary Management Thompson One Peachtree Aggregate Working Capital Management Creative Problem Solving Integration Investment Management Financial Structuring Leadership Charlotte Growth Equity Defense Accounting Approvals Human Resources Execution Ownership Transition Distribution Strategies Capital Iq Site Visits Valuation Settlement Demanding Capital Markets Forecasting Ultimate Business Services Atlanta Healthcare Offering Fds Engagements Strategy Balance Sheet Industry Research Strategies Microsoft Office Acquisitions Diligent Asset Management Illustration Training Gross Margin Company Operations Private Equity Delegate Documentation System Monitoring Start Up Ventures Reporting Roll Board Of Directors Partnerships Crossfit Leveraged Finance Information Technology Growth Initiatives Cash Flow Economics Perspective Corporate Finance Financial And Operational Modeling Financial Modeling Data Analysis Business Development Negotiation Project Bidding Strategic Planning Consolidating International Travel Drafting Project Planning Sap Xi Forest Avionics Project Investment Banking Analytics Divestitures Pricing Responsibility Council Regulations Art Marketing Materials Executive Management Portfolio History Start Ups Sourcing Investments Fitness Software Financial Services Equities Business Planning Wall Street Manufacturing Asset Financial Analysis Growth Capital Art Exhibitions Electronic Payment Processing Financial Transactions Business Strategy Aerospace Client Presentation Due Diligence Conceptual Modeling Trailer Mergers And Acquisitions Evaluation Fairness Opinions

Matt James Education Details

  • Yale School Of Management
    Yale School Of Management
    Asset Management
  • Ie Business School
    Ie Business School
  • Wake Forest University School Of Business
    Wake Forest University School Of Business
    Management
  • Wake Forest University
    Wake Forest University
    History

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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