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Jim McCormick

Jim McCormick

Jim McCormick


Trendline Capital

Prior to joining Trendline Capital in 2022, Jim was a Managing Director of Investment Banking at Boenning & Scattergood, Inc., where for nearly 20 years he worked extensively with middle-market companies on numerous transactions, advising owners and executive teams on sell-side and buy-side mergers and acquisitions, raising capital, and analyzing strategic alternatives and opportunities.  At Boenning & Scattergood, Jim worked with privately-held, family-owned, and owner-operated businesses across a wide variety of industries, including manufacturing, distribution, consumer products, transportation, food and beverage, business services, apparel, building products, healthcare, and banking and financial services.

Before Boenning & Scattergood, Jim worked in the investment banking advisory groups of Griffin Financial, LLC, Berwind Financial, L.P., and Brown Brothers Harriman & Co.  In addition, Jim's background includes serving as a commercial loan officer for a regional bank and a vice president of finance for a private equity-backed company.

Jim received a B.S. in Finance and International Business and a minor in Economics from The Pennsylvania State University and holds the Chartered Financial Analyst (CFA) designation.

Conference Location

1201 Market Street, (guest entrance at 1200 Filbert Street)
Philadelphia, Pennsylvania 19107
Tel: (215) 625-2900