Jim Buckley

Critic
DISC Type : C

Partner at Perella Weinberg

San Francisco, California, United States

Overview

Jim Buckley is a Partner at Perella Weinbergs advisory business, focusing on the technology sector. With over 15 years of experience, he specializes in vertical software and consumer internet M&A. He earned a BS from Georgetown University and an MBA from the UCLA Anderson School of Management, and holds Series 63 and 79 certifications.

He has advised on numerous high-profile, multi-billion dollar transactions, including Splunk’s sale to Cisco and Qualtrics sale to Silver Lake and CPP.

Personality Overview

Precise

Critic

Information Seeker

It is very likely that they will negotiate pricing or other important terms.  They prefer to do logical analysis and value evidence over emotions. Unless the value is proven by data, they are unlikely to value fancy features.

Topics They Care About

Technology M&A
As a Partner at Perella Weinberg, his primary focus is advising clients on mergers and acquisitions within the technology sector.
Vertical Software
His professional biography explicitly states his focus includes advising clients in the vertical software space on strategic transactions.
Consumer Internet
Alongside software, his advisory practice at Perella Weinberg has a designated focus on the consumer internet industry.

Media Appearances

Jim has no verified media appearances

Work History

7-2025
Partner at Perella Weinberg
6-2015 - 7-2025
Managing Director at Perella Weinberg
6-2012 - 5-2015
Associate - Technology Investment Banking at RBC Capital Markets
8-2006 - 6-2011
Managing Consultant at Navigant Consulting
6-2005 - 8-2005
Summer Associate at Spencer Stuart

Education

2011 - 2013
MBA from UCLA Anderson School of Management
2002 - 2006
BS from Georgetown University

More Information

Social Presence :

Prographics :

Exp : 18 Location : San Francisco, California, United States Job Level : N/A Designation : Partner at Perella Weinberg
URL has been copied!

Insights For Selling To Jim

During A Call Or A Meeting

DO's

  • Be ready to answer many clarity-seeking questions and requests for information
  • Tell them what ROI they can expect
  • Keep some extra margin while sharing pricing, they are likely to negotiate later

DONT's

  • Don't give superficial answers, they are easily rattled by them
  • Avoid phrases like ‘trust me’, ‘others just love’ etc.
  • Don’t try too hard to build a relationship with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jim is

  • Strong evidence of ROI, effective pricing, and proven data points matter the most to them.
  • Will you ever get a clear answer from Jim

  • It is not very hard for them to say no if they are not convinced about the decision.

Insights For Deal Planning

    How fast (or slow) will Jim move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Jim take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Jim

Personality Compatibility


More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.