Jim Stone Headshot

Jim Stone

Managing Director

We All Have Different Chapters That Get Bounded Together to Create a Unique Story.

My Career Highlights

  • JD Columbia Law School
  • MBA The University of Texas Austin
  • Dual LLM Degrees, NYU and The National University of Singapore
  • BS, Boston University School of Management

My Personal Interests

  • World Traveler
  • Live music aficionado
  • Tech nerd
  • Dog lover

My Expertise

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.

Notable Transactions.

Thrio Logo has been acquired by Nextiva Logo
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