Profile
Jim serves as Senior Vice President – Investment Strategies.
He is responsible for sourcing and evaluating investment themes as well as monitoring existing investments.
Jim also facilitates the ability of outside investors including family offices, registered investment advisors, and institutions to co-invest with the firm and our principals & shareholders.
Jim has over a decade of experience in banking, finance and private equity.
He began his career at Amegy Bank in the Corporate Lending group.
He also worked in the Global Energy Group of UBS Investment Bank, where he focused on corporate finance and M&A advisory assignments for leading energy companies.
Most recently, Jim worked at Sage Road Capital, a lower middle market energy-focused private equity firm.
While there, Jim focused on sourcing, conducting diligence, executing and managing investments in the energy industry.
Jim graduated Cum Laude from Vanderbilt University with a B.S.
in Economics.
He is a native Houstonian and enjoys playing golf and spending time with his wife and two children.
Former positions of Jim Thomson
| Companies | Position | End |
|---|---|---|
CAZ Investments /Private Equity/
 CAZ Investments /Private Equity/ Investment ManagersFinance CAZ Investments /Private Equity/ (CAZ investments) is a private equity firm founded in 2001 by Christopher Zook. The firm is headquartered in Houston, Texas. | Private Equity Investor | 31/05/2023 |
SRC Management Co. LP
 SRC Management Co. LP Investment ManagersFinance SRC Management Co. LP (SRC Management) is a private equity subsidiary of Sage Road Capital LP founded in 2012 by Josh L. Batchelor, Ben A. Stamets and Paul F. Barnhart. The firm is headquartered in Houston, Texas. | Private Equity Investor | 28/02/2021 |
UBS Investment Bank (US)
 UBS Investment Bank (US) Investment Banks/BrokersFinance UBS Investment Bank provides investment banking and securities brokerage services. Its clients include institutional and corporate clients, intermediaries, governments, and hedge funds. The firm also provides merger and acquisition advisory, private placement, investment research, foreign exchange, equity, and leverage finance advisory services. The firm is headquartered in San Francisco, CA. | Corporate Officer/Principal | 30/09/2013 |
Amegy Bank NA
 Amegy Bank NA Major BanksFinance Amegy Bank NA offers banking products and services. It specializes in small business banking; treasury management and investment services for companies, small businesses, private financial management and trust services for families and individuals. The firm also offers retail and mortgage banking services, payables and receivables solutions, and risk and wealth management services. The company was founded by Ernest H. Cockrell in 1990 and is headquartered in Houston, TX. | Corporate Officer/Principal | 31/03/2011 |
Training of Jim Thomson
| Vanderbilt University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
CAZ Investments /Private Equity/
CAZ Investments /Private Equity/ Investment ManagersFinance CAZ Investments /Private Equity/ (CAZ investments) is a private equity firm founded in 2001 by Christopher Zook. The firm is headquartered in Houston, Texas. | Finance |
Amegy Bank NA
Amegy Bank NA Major BanksFinance Amegy Bank NA offers banking products and services. It specializes in small business banking; treasury management and investment services for companies, small businesses, private financial management and trust services for families and individuals. The firm also offers retail and mortgage banking services, payables and receivables solutions, and risk and wealth management services. The company was founded by Ernest H. Cockrell in 1990 and is headquartered in Houston, TX. | Finance |
UBS Investment Bank (US)
UBS Investment Bank (US) Investment Banks/BrokersFinance UBS Investment Bank provides investment banking and securities brokerage services. Its clients include institutional and corporate clients, intermediaries, governments, and hedge funds. The firm also provides merger and acquisition advisory, private placement, investment research, foreign exchange, equity, and leverage finance advisory services. The firm is headquartered in San Francisco, CA. | Finance |
SRC Management Co. LP
SRC Management Co. LP Investment ManagersFinance SRC Management Co. LP (SRC Management) is a private equity subsidiary of Sage Road Capital LP founded in 2012 by Josh L. Batchelor, Ben A. Stamets and Paul F. Barnhart. The firm is headquartered in Houston, Texas. | Finance |
- Stock Market
- Insiders
- Jim Thomson
