Jimmy M.
5.0
Studied at Stanford Graduate School of Business
Works at Apex Companies
Available Tuesday at 4:00 PM UTC
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Work Experience
Executive Director
Apex Companies
October 2023 - Present
Preserving nature's most precious resource: water. Building, scaling, and leading a multidisciplinary engineering services platform that aims to solve the environment's largest environmental challenges. Serve as key member of executive team, leading finance, mergers & acquisitions (M&A), corporate development, strategy, and growth. Apex is a private-equity backed portfolio company of Morgan Stanley Capital Partners.
Head of Finance, Strategy, and M&A
Farmers Business Network
October 2021 - June 2023
Led finance, strategy, and corporate development, including all mergers & acquisitions (M&A) activity, for the largest agriculture technology business in the world. FBN is venture-backed ($1B+) by Kleiner Perkins, Google Ventures, BlackRock, Fidelity, and dozens more.
Founder, CEO
Harvest Global
September 2020 - October 2021
Founded and built financial technology company providing AI driven insights for institutional and retail investors. Successfully raised capital from top-tier investors in Silicon Valley, built a global team (3 offices), and honed my skills in executive management, product launches, and team building, leading to a successful exit.
Vice President of Finance, M&A, and Strategy
DPI Offroad
October 2018 - July 2019
Led finance, mergers & acquisitions (M&A), corporate development, and strategy of a private equity-backed platform, transforming the company from mid-sized manufacturer to industry-leading, tech-enabled eCommerce manufacturer of branded products. Led diligence, deal execution, and integration of eight add-on acquisitions in under two years, tripling the size of the business and taking the company from top 50 industry participant to top 3 industry leader. Led digital transformation and technology strategy of the business, while expanding sales channel to DTC and B2B.
Board Member
DPI Offroad
June 2017 - July 2019
DPI Offroad is an industry-leading automotive performance aftermarket parts manufacturer of suspension products and component parts for off- and on- road trucks, Jeeps, and multi-purpose vehicles. Was the youngest private equity member to join a Board of Directors at Dubin Clark's private equity fund in their 40-year history.
Private Equity Associate
Dubin Clark
January 2016 - July 2019
Dubin Clark is a private equity firm focused on partnering with founders, owner-operators, and CEOs of companies in the lower middle market to infuse technology, innovation, and strategy to grow their businesses.
Investment Analyst
Prudential Private Capital
June 2014 - January 2016
Prudential Capital Group is a leading middle-market investment firm that invests all across the capital structure, ranging from private equity to senior debt. Led investment diligence and transaction execution for investments in all asset classes, everything from senior debt down through private equity.
Investment Banking Analyst
Barclays
May 2013 - September 2013
Served as an analyst on the debt capital markets team, covering the industrials and real estate verticals. Led transaction M&A and capital raising advisory for some of the largest public companies globally.
Jimmy was also given offers to work at
The Carlyle Group
Education
Stanford Graduate School of Business
Master of Business Administration - MBA
Admissions Committee Experience
Boston College
Bachelor of Science (B.S.), Finance, Accounting, History
9 Reviews
Overall Rating
5.0
Jimmy has helped clients get into these companies: