James Sivco, CFA, CTA

I am James Sivco -your next fractional CFO.

For the last 30+ years I have made my living taking apart financial statements and reassembling them in a way that removes blind spots and charts a course forward. I spent a decade in the credit trenches including running a US high yield bond mutual fund and a distressed-debt hedge fund.

Before that, I was an investment banker at JP Morgan Chase and a commercial lender at several banks. Across those roles, I’ve been on deal teams for more than $11 billion of financings —senior debt, mezz, second lien, unitranche, recaps, and PE-backed deals. I have also been on the deal team for over a dozen acquisitions -both as buyer and seller.

Today, I work as a fractional or interim CFO for established middle-market companies —typically $20 million to $200 million of revenue —that need an experienced finance leader right now, but not necessarily forever. Owners, boards, and sponsors bring me in when they are facing refinancing pressures, margin erosion, succession gaps, add-on integrations, turnarounds, or ownership transitions.

I step in and reorganize financial reporting to remove blind spots and to actually become a useable strategic decision-making tool.

I create bank and investor presentations that get term sheets, slice and dice your regular reporting to find value leaks, and I can lead any number of bottom-line projects for your company.

If your firm needs a battle-tested set of eyes on the numbers and someone who can help you grow, let’s talk. You can book a meeting from this page.