James M. Fite, CFA

Managing Director

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Jim Fite is a Managing Director and a co-founder of The Lenox Group. Jim has more than 25 years of experience in M&A transactions and corporate finance, with strong expertise in the healthcare, consumer, industrial and business services and manufacturing industries. Throughout his career, Jim has been involved in several types of investment banking assignments including sell-side and buy-side advisories, management buyouts, private placements of debt and equity, dividend recapitalizations, corporate orphan acquisitions and fairness opinions. His clients primarily involve private, family-owned businesses.

Prior to forming The Lenox Group, from 1998 to 2002, Jim was a Senior Vice President and co-head of the Basic Industries Group at Legacy Securities Corp., a middle market investment banking boutique. Jim was responsible for sourcing, executing and closing merger and acquisition and capital raising transactions. From 1995 to 1998, he was a Senior Consultant in Corporate Finance at Deloitte & Touche LLP where he completed over 20 merger and acquisition and capital raising transactions. From 1994 to 1995 he was Vice President of Eco-Pak Corporation where he assisted in the commercialization of a paperboard packaging concept in the beverage industry. From 1989 to 1994, Jim was Vice President of Mergers & Acquisitions at Westpac Banking Corporation where he initiated and executed merger and acquisition transactions for U.S. companies in the Pacific Rim. From 1987 to 1989, Jim was a Senior Financial Analyst at First American National Bank.

Jim is a former member of the Board of Directors (Treasurer) of Pathways Community Network, Inc., which provides Internet-based connectivity to Atlanta Social Service Agencies; Former Executive Committee member (President) of Community Consulting Teams, an organization providing management and financial consulting to Atlanta area not-for-profits on a pro-bono basis; member of the Advisory Board of Montgomery Bell Academy; Former Board Member (Treasurer) of Samaritan House, an Atlanta-based organization for the homeless.

Jim is a graduate of Vanderbilt University with a Bachelor of Science in Economics. He is a CFA Charterholder.