Welcome to another episode of the Creative Dealmaker Podcast!

Today, I have the pleasure of chatting with Jim Helms, one of our star Protégé students who has done incredible work inside the program. Jim has an impressive background, starting with five years on Wall Street as an institutional sales rep and market maker. When the Glass-Steagall Act was abolished, Jim transitioned to executive search and later ventured into the recruitment tech space, securing VC funding and achieving successful exits.

In this episode, Jim and I dive into his journey, discussing how he leveraged LinkedIn to source deals and scale businesses. We talk about his innovative annuity deals and the lessons learned from his various acquisitions. Jim shares valuable insights on building rapport with sellers, staying in your lane, and turning challenges into opportunities.

Follow Jim Helms on https://www.linkedin.com/in/jimhelms/

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#BusinessAcquisitions #CreativeDealmaker #JimHelms #CarlAllen #DealMaking #BusinessGrowth #RecruitmentTech #ExecutiveSearch #PrivateEquity #VCFunding #LinkedInSourcing #BusinessStrategy #AnnuityDeals #SBAFinancing

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