Jim Meloche, CFA

Enthusiast
DISC Type : i

Co-Chair at Origin Merchant Partners

Toronto, Ontario, Canada

Overview

Jim Meloche is a seasoned investment banking executive with over 30 years of experience, currently serving as Co-Chair of Origin Merchant Partners. His expertise spans mergers and acquisitions, private equity, and capital markets. He holds a Chartered Financial Analyst (CFA) designation and an Honours BBA from Wilfrid Laurier University.

He has a history of senior leadership, having been a Managing Director and on the Board of Directors at Macquarie Capital in Canada, and previously spent over 16 years at CIBC Capital Markets, heading several business units including Credit Capital Markets.

Personality Overview

Story Driven

Consensus Focused

Non-Confrontational

They prefer to build relationships rather than staying totally transactional.  Unlike D or C types, they are convinced more by stories and testimonials. They tend to be agreeable by nature, so take their promises with a pinch of salt.


Topics They Care About

Investment Banking
Has over three decades of experience leading investment banking divisions at major Canadian and global banks, including CIBC, Macquarie, and Origin Merchant Partners.
Mergers & Acquisitions
As Co-Chair of an independent investment bank, he provides senior-level advice on M&A transactions across numerous industries.
Mining & Metals Finance
Previously led the Mining and Metals investment banking business for Macquarie in Canada and has advised on significant transactions in the sector.

Media Appearances

Jim has no verified media appearances

Work History

12-2012
Co-Chair at Origin Merchant Partners
1-2010 - 7-2012
Managing Director, Head of Mining and Metals in Canada at Macquarie Group
9-1992 - 12-2008
Managing Director at CIBC

Education

Education details unavailable from Wilfrid Laurier University

More Information

Social Presence :

Prographics :

Exp : 32 Location : Toronto, Ontario, Canada Job Level : N/A Designation : Co-Chair at Origin Merchant Partners
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Insights For Selling To Jim

During A Call Or A Meeting

DO's

  • Invite them for a lunch or a drink/coffee
  • Maintain high, positive energy and convey confidence
  • Refer to interesting customer testimonials and stress on great customer experience

DONT's

  • Don’t ask too many questions in one go, weave them into the flow
  • Don’t be excessively objective, be like a storyteller with them
  • Avoid overloading them with too much information

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jim is

  • Relationship and rapport are valuable for them, but so is proven product value.
  • Will you ever get a clear answer from Jim

  • They are unlikely to say no directly.

Insights For Deal Planning

    How fast (or slow) will Jim move?

  • They are not very fast decision makers, even while they continue to stay engaged.
  • Can Jim take some risk or not?

  • They can take some low-probability risks if needed.

You And Jim

Personality Compatibility


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