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Profession: Financial Advisor
Service Arena: Business Growth - External, Business Growth - Internal, Business Transfer, M&A Transactions and Plan for Succession
1606 Carmody Ct. Blaymore 1, Suite 300
Sewickley, PA 15143
James Bly serves as the Chairman and CEO of Headwaters SC, LP, which continues the business of Source Capital, Ltd., a company that Mr. Bly was involved in founding in 1982. Headwaters operates a multi-disciplinary professional practice that provides an integrated range of growth advisory, generational transfer, and investment banking services to business owning families and family offices that own upper middle market companies. Mr. Bly is experienced with developing and implementing business growth strategies; financial structuring; debt, mezzanine and equity placements; the acquisition and sale of businesses; business valuations; and domestic and international business wealth transfer planning. During his career, Mr. Bly has personally advised the principal owners of hundreds of medium-sized businesses on transactional matters valued in excess of $12 billion. He is also Co-Chairman of the Business Growth Alliance, LLC, and a Founding Member of PathNorth.