Jim Smith

Energizer
DISC Type : I

Board Member at Bowden Manufacturing

Cleveland, Ohio, United States

Overview

James "Jim" Smith is a Managing Director at MAI Capital Management, where he leads the firm’s private equity fund and is a member of the Investment Committee. With a BBA in Finance from The University of Toledo, he focuses on acquisitions and guiding portfolio companies by serving on several corporate boards.

Outside of work, Jim lives in Chagrin Falls, Ohio, with his wife and three children. His personal life appears centered around his family, balancing his significant professional responsibilities with his commitments at home in the Cleveland suburb.

Jims direct involvement in shaping the strategy of manufacturing and service companies through multiple board seats distinguishes his hands-on approach to private equity.

Personality Overview

Full Of Energy

Imaginative

Informal

They are not always early adopters but can be pursuaded by leveraging strong relationships.  They are friendly, approachable and love to make new connections. Unlike C or D types, they are vocal with their opinions but not so much with their questions.

Topics They Care About

Private Equity
He leads MAI Capital's private equity fund, focusing on strategic acquisitions of manufacturing, distribution, and business services companies.
Corporate Governance
Serves on the boards of several portfolio companies, including Bowden Manufacturing and AFC Industries, directly influencing their strategic direction and growth.
Manufacturing Sector
Possesses extensive experience acquiring and guiding manufacturing companies, as evidenced by his current and past board memberships in the sector.

Media Appearances

Jim has no verified media appearances

Work History

3-2015 - 9-2017
Board Member at Bowden Manufacturing
7-2014
Managing Director at MAI Capital Management, LLC
2-2012 - 3-2015
Board Member at AFC Industries
8-2007 - 10-2015
Board Member at Takoda Group, LLC
2-2007 - 10-2016
Board Member at Briteskies, LLC

Education

1981 - 1985
BBA from The University of Toledo
Education details unavailable from Holy Name High School

More Information

Social Presence :

Prographics :

Exp : N/A Location : Cleveland, Ohio, United States Job Level : N/A Designation : Board Member at Bowden Manufacturing
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Insights For Selling To Jim

During A Call Or A Meeting

DO's

  • Use adjectives like ‘amazing’, ‘coolest’, ‘unbelievable’ etc.
  • Speak enthusiastically with energy, maintain a clear and confident tone
  • Invite them for a lunch or a drink/coffee

DONT's

  • Don’t be too formal, focus on building comfort and trust
  • Don’t push them to make a decision too fast, let them get comfortable first
  • Avoid ifs and buts, don’t talk too much about the risks etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jim is

  • Relationship and rapport can play an important role, sometimes more than the other factors.
  • Will you ever get a clear answer from Jim

  • They will probably never say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Jim move?

  • They are not the quickest decision makers, their friendly attitude could be misleading.
  • Can Jim take some risk or not?

  • They may take certain risks that they deem unlikely of personal repercussions.

You And Jim

Personality Compatibility


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