February 23, 2017 – Rockport Investment Partners is pleased to announce the addition of Jim Kerr as a Managing Director with the firm. Jim has over 35 years of experience in valuations, mergers and acquisitions (M&A), litigation support and other financial consulting matters. In his role with the firm, Jim supports Rockport’s growth and business development, and provides oversight of the firm’s execution of valuation and M&A engagements.
During his career, Jim has been a partner or a senior director with many leading valuation advisory firms including Marshall & Stevens, Capstone Advisory Group, Trenwith Valuation, BDO, Willamette Management Associates, Management Planning, and American Appraisal Associates. Jim has directed thousands of valuation engagements involving private equity and hedge fund investments, intangible assets and intellectual property, divisions of public entities, companies entering or emerging from bankruptcy, allocating acquired assets and providing advice to boards of directors. His valuation experience covers a full spectrum of industries from hospitality to manufacturing and high technology. He has been involved in several major litigation support projects as an expert witness before Federal and state courts and arbitration panels. The results of Jim’s valuation projects have been used for financial and tax reporting; litigation and expert testimony; fairness and solvency opinions; M&A transactions and reorganizations; strategic planning and ownership succession; and buy/sell agreements.
“I’m excited to join the Rockport team,” said Mr. Kerr. “Rockport provides clients with the full array of high quality valuation and M&A services at fair rates. I look forward to supporting the firm’s growth and serving clients on our platform.” Nathan Klatt, Rockport Principal, said: “The addition of Jim to our team provides us with both technical leadership in our complex valuation engagements and the ability to reach even more clients. We are grateful that Rockport is the right fit for Jim and look forward to working with him.”
Jim received his Bachelor of Arts degree in Business Administration from Rutgers College in 1976, and his Master’s Degree in Business Administration from Lehigh University in 1980. Jim is an Accredited Senior Appraiser of the American Society of Appraisers, specializing in business valuation. He is also a former member of the ASA Board of Examiners for business valuation.
About Rockport Investment Partners
Rockport Investment Partners is a management consulting firm that seamlessly integrates valuation, merger and acquisition assistance, and business advisory services. Rockport supports corporate management, asset managers, investors, private companies and business owners with clear, meaningful, and independent financial analysis. Rockport is a strong and effective advocate for buyers and sellers of private companies. Rockport actively builds relationships with clients, their advisors, and other trusted experts, with a goal of delivering high impact and affordable professional services.
For more information, visit www.rockportinvestpartners.com.
Jim Kerr, Managing Director
+1 (201) 274-9144
Nathan Klatt, Principal
+1 (203) 768-5654
Trey McWhorter, Managing Director
+1 (512) 808-7129