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Valuation | Mergers & Acquisitions | Advisory

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Valuation | Mergers & Acquisitions | Advisory

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Home / Leadership / Jim Jordon

Jim Jordon

James H. Jordon, CFA, ASA
Managing Director
+1 (713) 392-6795
jjordon@rockportinvestpartners.com
Jim Jordon – LinkedIn
Jim Jordon – VCard


Professional Summary

James H. “Jim” Jordon joined Rockport Investment Partners in 2025, and provides business valuation, transaction advisory, and other consulting services. He has 30 years of experience in finance, providing business valuations for financial reporting, intellectual property, buy-sell agreements, federal tax, and other regulatory purposes.

Jim’s engagements have included assisting in both buy-side and sell-side consulting, transaction structuring, debt capacity analysis, and valuation studies. He has been qualified as an expert witness involving valuation and merger and acquisition (M&A) issues, including testifying and the preparation of expert reports used in state, federal, and The Hague International Court of Justice jurisdictions. Jim has made numerous presentations on valuation and M&A topics to various business and professional organizations.

Jim’s experience encompasses several industries, including energy and natural resources, chemicals, manufacturing and distribution, and healthcare. Before joining Rockport, Jim was a managing director at ForvisMazars for six years and Deloitte for 20 years, where he worked in valuation and the advisory practices. He also has prior experience as the managing editor of a nationally recognized business valuation publication and transaction database.


Affiliations

  • Past President and Board Member, CFA Society of Houston and CFA Societies of Texas
  • American Society of Appraisers (ASA)
  • Association for Corporate Growth (ACG)
  • Alliance of Merger & Acquisition Advisors (AM&AA)

Education

  • BBA, Finance – Texas A&M University, College Station, TX
  • Chartered Financial Analyst (CFA), Institute of Chartered Financial Analysts
  • Accredited Senior Appraiser (ASA), Senior Member, American Society of Appraisers

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Nathan J. Klatt, Managing Director
Rockport Investment Partners

+1 (203) 768-5654
nklatt@rockportinvestpartners.com
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