James joined Presidio in September 2024. He is based out of the Atlanta office with a primary focus on our Dealership Advisory Services.
James supports the day-to-day needs of our dealership M&A team. His responsibilities include the primary creation of marketing and deal execution material, forecasting/modeling, research, coordination of due diligence materials and general deal execution administration.
Prior to joining Presidio, James served as a Communications Associate for Lighthouse Counsel, where he managed marketing materials and client relations.
James graduated from The University of Georgia with honors in 2023.
James is a registered principal with Presidio Merchant Partners, member FINRA/SIPC, please see FINRA’s BrokerCheck for more information.