Jimmy M.

Jimmy M.

5.0

Top Ranked Executive Coach | Tech Startups, PE/IB/HF/SF | Stanford MBA

Stanford Graduate School of Business Logo

Studied at Stanford Graduate School of Business

Apex Companies Logo

Works at Apex Companies

Available Tuesday at 4:00 PM UTC

Questions? Start chatting with this coach before you get started.

Jimmy’s Executive Qualifications

Coaches professionally

Experience level: Executive

100+ people coached for Executive

Jimmy has helped clients get into these companies:

Venture-backed entrepreneur, Wall Street investor, and seasoned Executive Coach with an MBA from Stanford Graduate School of Business. With over 15 years of extensive experience in executive leadership roles, I am well-equipped to guide clients in their career development. As an entrepreneur, I have founded, built, and exited a software technology company, successfully raised capital from top-tier venture capital investors in Silicon Valley, built a global team (3 offices), and honed my skills in executive management, product launches, and team building. As an investor, I have worked in private equity for both mega funds and middle market funds (Morgan Stanley and Dubin Clark) and in hedge funds at a top decile long/short public equity technology fund. As an executive, operator, and Board Member, I have led Finance, M&A, Strategy, Corporate Development, and Operations for three private equity and venture-backed businesses in the technology, engineering, environmental, food, agriculture, and automotive industries. Having provided over 500 hours of executive coaching, I specialize in helping clients navigate complex challenges and achieve their career goals.

Jimmy can help with:

Decision Making

Strategy

Communication Skills

Strategic Planning

Board Relations

Team Management

Leadership Development

Jimmy also coaches for Career Development and MBA. View all.

Work Experience

Apex Companies Logo

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.

Farmers Business Network Logo

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.

Harvest Global Logo

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.

DPI Offroad Logo

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.

DPI Offroad Logo

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.

Dubin Clark Logo

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.

Prudential Private Capital Logo

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.

Barclays Logo

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 Logo

    The Carlyle Group

Education

Stanford Graduate School of Business Logo

Stanford Graduate School of Business

Master of Business Administration - MBA

Admissions Committee Experience

Boston College Logo

Boston College

Bachelor of Science (B.S.), Finance, Accounting, History

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Overall Rating

5.0


Jimmy has helped clients get into these companies:

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Jimmy M.

Jimmy M.

5.0

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