WEISZ & SANTAGATA - Key Persons
Jim has more than three decades of experience advising entrepreneurs and their companies on issues ranging from corporate finance and M&A transactions to estate and strategic planning matters. Jim also has operating experience and has successfully formed, grown and managed several businesses. Successful entrepreneurs and other prosperous people depend upon his expertise, judgment and multi-disciplinary skills to advise them through both crises and significant events.
Career highlights include:
Creating an investment business which has funded more than $100 million of debt and equity transactions
Implementing dozens of wealth preservation strategies involving more than $1 billion in assets
Assisting numerous entrepreneurs and prosperous people in risk management strategies
Advising dozens of companies and their owners concerning liquidity events
Formerly Chairman of Rutan & Tucker LLP's Private Clients Group
Formerly with Touche Ross & Co.
University of Virginia School of Law, J.D., 1988
Certified Public Accountant, 1985 (inactive)
University of Texas at Austin, B.B.A., Accounting 1982
Scott has more than 25 years of experience as legal counsel to entrepreneurs, investors and companies in a broad range of corporate finance transactions and business matters. Scott has extensive experience in connection with equity and debt financings, mergers and acquisitions, corporate governance, strategic planning and general business matters. Scott's clients include entrepreneurs, emerging and established companies, venture capital funds and other investment entities.