Matt James

Executive Vice President, Chief Financial Officer & Chief Acquisition Officer

Matt, an accomplished strategic finance leader, is responsible for Oakbridge’s finance, accounting and acquisitions functions. As CFO and CAO, Matt’s goal is to create sustainable shareholder value by enabling organic growth, accelerating expansion through M&A and scaling efficiently by providing partners with exceptional back-office support.

Prior to joining Oakbridge, Matt was a core member of the executive team at Prime Risk Partners, an insurance brokerage offering client-tailored solutions, where he led M&A and corporate finance. Matt’s experience also includes roles at a middle-market private equity fund focused on growth investments in services businesses, and a boutique investment bank specializing in entrepreneur-owned recapitalizations.

Matt holds a B.A. in History and a M.S. in Management from Wake Forest University and an M.B.A. from the Yale School of Management.

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