Jim Stone
Jim Stone

Jim Stone

Managing Director
  • Technology
  • Business Services

Q & A

  • Q: Trust. Experience. Independence. Results. What does this mean to you?

    I was fortunate to work with a great group of bankers at Citicorp Leveraged Capital in Dallas in the late 80s right after getting my MBA when I was 23. I was 6 years younger than anyone else in the group and I learned there is no substitute for great mentors, that investing long hours bears fruit, and relationships established early will benefit you tremendously as you gain experience and move from being just a banker to an advisor earning clients’ trust.

  • Q: What drives you?

    I grew up 7th of 8 kids. My father was a navy veteran who fought in World War 2 at Tarawa in the Pacific, and then graduated college on the GI bill and married my mom. My parents instilled in me a belief in hard work, investing in education, staying close with family and friends and a love of the United States that still drive me to push myself today.

  • Q: What are you passionate about?

    I’m passionate about continuing to educate myself, bringing out the best in me for the benefit of my clients, focusing on the team, thinking independently and taking time to unwind through yoga, travel, meditation and live music.


Jim brings over 25 years of Tech and Payments M&A experience to clients as a client-driven investment banker, former corporate growth executive and business lawyer. Jim has focused his investment banking career primarily on Software and Tech Enabled Services in the FinTech, Payments, HCIT, Government, and Legal Tech Sectors. He has completed more than 70 M&A and capital raising transactions for growth companies, and has successfully closed sell-side and buy-side engagements for leading private equity firms including Edison Partners, Harbourvest, Parthenon Capital, Blue Star Innovation Partners and Welsh, Carson, Anderson & Stowe. Jim focuses on software and payments transactions, recurring revenue tech enabled services businesses, legal and compliance tech companies and revenue cycle management HCIT growth companies.


Jim started his 25+ year investment banking career at Montgomery Securities/Bank of America and founded and ran Converge Capital, a boutique M&A advisor firm, for 9 years. Jim was also a Partner at AGC Partners and Updata Capital. Prior to investment banking, Jim was Vice President of Corporate Development at Affiliated Computer Services (later sold to Xerox), a leading Dallas based fintech/payment processing, IT services and information storage company. Before ACS, Jim was an M&A attorney at Kirkland & Ellis, as well as WilmerHale. Prior to law school, Jim was an Associate at Citicorp Leveraged Capital in Dallas focused on private equity transactions.

Trust. Experience. Independence. Results.

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