Jim Davidson

• Mergers & Acquisitions

• Restructurings & Turnarounds

• Financial Restructuring

• Bankruptcy, Insolvency

• Strategic Planning & Corporate Governance

• Interim CFO/COO

Jim is a seasoned expert in management consulting and operationally focused financial advisory of middle-market companies.

Jim's 35+ years of extensive executive positions include both public and private companies ranging from entrepreneurial to multi-billion-dollar firms. His specialties include mergers and acquisitions, distressed and special situations that comprise insolvency, bankruptcy, financial restructurings, operational turnarounds, and profitability improvement. He uses his expertise to assist with issues of, financial forensics, fraud & corporate investigations, consulting & testifying expert dispute resolution, due diligence, strategic planning, and corporate governance.

Jim has performed hundreds of buy-side and sell-side diligence engagements that include financial / quality of earnings and operations for companies ranging from distressed to multi-billion firms. Further, he has been engaged by both counsel and buyers/investors to investigate and opine on post-acquisition issues and disputes. Jim has presented on these subjects to numerous professional organizations and was recognized “Leaders of Influence: Private Equity Investors & Advisors” by the Los Angeles Business Journal - 2021 and 2020 and by the Los Angeles Times “2021 Banking and Finance: Trends, Updates and Visionaries.”

Jim's diversified experience includes:

• Agri-business, food processing & packaging

• Aerospace & defense

• Business & professional services

• Consumer products & services

• Energy – oil & gas, oil shale, ethanol, mining

• Engineering & construction

• Government & not-for-profit

• Healthcare Industrial products manufacturing & assembly

• Hospitality & leisure

• Retail, franchising & wholesale distribution

• Telecom, media, & technology

• Trucking & transportation

• Waste management & disposal

His combined experience and professional qualifications fulfill financial expert requirements defined by Sarbanes-Oxley, NYSE, and NASDAQ. He also served on the Financial Executives International (“FEI”) committee for Mid-Sized Public Companies. He has served on the Small Business Bankruptcy Task Force of the American Bankruptcy Institute and was a past member of the board of directors of the Orange County Forensic Expert Witness Association, past 4-year president, and current member of the board of directors of the Los Angeles Chapter of Association of Certified Fraud Examiners. He is founding member of the Southern California Private Directors Association and currently serves in either advisory or fiduciary member of five boards of directors for companies to $150 million in revenues.

Jim is both a Certified Merger & Acquisitions Advisor (CM&AA) and Certified  Merger & Acquisitions Professional (CM&AP). He has obtained CPA and Chartered Global Management Accountant certifications with multiple financial forensics specialization credentials and is a Certified Fraud Examiner (CFE), Certified Board Advisor (CBA) and Certified Director. Finally, he is both a Certified Turnaround Professional and Certified Insolvency & Restructuring Advisor.