Prior to joining Morgan Stanley, Jim held leadership positions with top middle-market Investment Banking firms as Founder, Director, and Head of the Houlihan, Lokey, Howard & Zukin Dallas office and led the Duff & Phelps Southwest regional office as Managing Director and City Leader.

Education

Expertise

Over the last 35 years, his historical engagement deliverables have facilitated business mergers and acquisitions, corporate recapitalizations and sell-side transactions involving ESOP structures.