Investment Banking

Welcoming new member James Agres

Umbrex is pleased to welcome James Agres with 2nd St Strategy. James is a Senior Management Consultant with 10+ years of strategic consulting experience. His work focuses on sell-side and buy-side commercial due diligence for Private Equity and Investment Banking clients. James possesses deep expertise in developing and executing organic and M&A driven growth strategies for mid-market clients. He also has extensive experience in operational performance improvement, value creation, and transformation initiatives across diverse industries including industrials, healthcare, consumer products, ecommerce, retail, media, high-tech and financial services. James is a proven team leader experienced in delivering multiple concurrent complex, ambiguous, and data-driven projects in rigorous and fast-paced environments, consistently addressing the most challenging strategic issues facing my clients and delivered distinctive solutions.

James has received an MBA from New York University’s Stern School of Business with a specialization in Strategy and Finance and a BS in Computer Science from DePaul University.

His specialties are:
• Commercial due diligence
• Primary market research
• Growth strategy development and execution
• Post M&A integration and synergy capture
• Advanced problem structuring, problem solving and data analysis

James is looking to collaborate on lower middle market due diligence and growth strategy engagements, particularly where extensive primary market research is needed.