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M&A WORLD MEMBERS & PARTNERS

James Bly  -  Headwaters SC

United States

James C. Bly, Jr. serves as the Chairman and CEO of HEADWATERS | SC, a company that Mr. Bly was involved in founding in 1982.  HEADWATERS | SC is a multi-disciplinary professional practice that provides advisory and finance services to Business Owning Families and Family Offices, which own upper middle market businesses, or larger trans-generational family business enterprises, or complex portfolios of operating businesses or operating assets.

Mr. Bly has over 30 years of experience working with client on matters related to growing larger, more valuable businesses; financing the growth of privately-owned companies; competing generational transitions of operating business; and providing liquidity to shareholders.  He is responsible for the overall strategic direction and leadership of Headwaters and for managing its Family Office Direct Investment Services division.

Mr. Bly has also served as a director or advisory board member to various client owned corporations and estates. Mr. Bly has chaired finance, risk management, investment, and nominating and governance committees of the boards of various multi-generational family businesses.  

 

Mr. Bly graduated cum laude from St. Bonaventure University in 1973. He has been certified in mergers and acquisitions (CMAA) by the Alliance of Mergers & Acquisition Advisors and holds a Certificate in Financial Planning from the American College. He is a member of the Association for Corporate Growth, the Alliance of Mergers and Acquisition Advisors, and International Advisors Network, Ltd.

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