Jim Tolbert

Questioner
DISC Type : c

Managing Director at ExecCap Advisors/Mexus Advisors

Dallas-Fort Worth Metroplex, United States

Overview

Jim Tolbert is the Founder and Managing Director of Mexus Advisors, drawing on his experience as a McKinsey consultant and Morgan Stanley M&A banker. With an MBA from The University of Chicago Booth, he previously spent 15 years as CEO of a private equity-backed education company, preceded by five years as its CFO.

He has a demonstrated interest in financial market developments, particularly within Texas. His professional background in private equity and M&A aligns with his current focus on finance and investment, suggesting a keen eye for market dynamics and regional economic growth opportunities.

He now specializes in guiding experienced executives through the process of becoming independent sponsors.

Personality Overview

Value Seeker

Cautious & Analytical

Not Easily Convinced

They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.  It is quite likely of them to ask for pricing or other concessions. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Topics They Care About

Independent Sponsors
His current firm, Mexus Advisors, is dedicated to advising executives on becoming independent sponsors and helping them access investor networks.
Private Equity
He has extensive experience structuring and operating private equity-backed companies, including serving as CEO and CFO for over 20 years in PE-backed ventures.
Education Sector
He spent 15 years as the CEO and 5 years as the CFO of a private equity-backed education company, indicating deep industry expertise.

Media Appearances

Jim has no verified media appearances

Work History

8-2022
Managing Director at ExecCap Advisors/Mexus Advisors
2-2005 - 6-2022
Owner at Education Futures Group, LLC
6-2022
CEO at Education Futures Group
6-2011
Chairman of the Board at Career College Association
Chief Financial Officer at Virginia College

Education

1988 - 1990
MBA from The University of Chicago Booth School of Business
1981 - 1985
Education details unavailable from The Wharton School

More Information

Social Presence :

Prographics :

Exp : 20 Location : Dallas-Fort Worth Metroplex, United States Job Level : Mid-senior Designation : Managing Director at ExecCap Advisors/Mexus Advisors
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Insights For Selling To Jim

During A Call Or A Meeting

DO's

  • Tell them that you will come back if you don’t have a good answer for a question
  • Keep some extra margin in hand as they will likely negotiate the pricing
  • Back up any claims with data and numbers

DONT's

  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Don’t overhype the product/pitch, keep it measured
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jim is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Jim

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Jim move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Jim take some risk or not?

  • They can take some risk if they are confident that they have analyzed the circumstances well.


You And Jim

Personality Compatibility


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