James Phillips Jr. Overview
- Firm
- STAPLE Investmen...
- Primary Position
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Managing Directo...
- Primary Industry
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Healthcare
- Active Board Seats
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1
- Med. Deal Size
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James Phillips Jr. General Information
Biography
Mr. James Phillips serves as Managing Director of Investments at STAPLE Investments. He also serves as President at M. W. Incarnate Capital. He served as a Managing Member at XMi High Growth Development Fund. He began his career with the Vanguard Group of Investment Companies, a pioneer in the mutual fund industry. He was President of Owen Business Projects Group (OBPG). Subsequently, he moved into a small business consulting firm of Whitney Johns & Company. In this role, he advised entrepreneurs on business valuation, business acquisitions, bank financings, and obtaining other hybrid securities. He moved into a corporate development role for XMi. He holds a Master's of Business Administration from Vanderbilt University and a bachelor's in Management and Psychology from Saint Joseph's University in Philadelphia.
Contact Information
Address
- DE
- United States
James Phillips Jr. Positions (2)
| Firm name | Firm type | Title | Location | Industry | Since |
|---|---|---|---|---|---|
| M. W. Incarnate Capital | Service Provider | President | Nashville, TN | Financing Advisory | |
| STAPLE Investments | Investor | Managing Director of Investments | DE | PE/Buyout |
James Phillips Jr. Board Seats (1)
| Company | Industry | Ownership Status | Financing Status | Location | Since |
|---|---|---|---|---|---|
| Maynard Select | Other Commercial Services | Acquired/Merged (Operating Subsidiary) | Private Equity-Backed | Nashville, TN |
James Phillips Jr. Lead Partner on Deals (5)
James Phillips Jr. has been the lead partner on 5 deals. Their latest deal was with Stratasan, a enterprise systems (healthcare) company. The deal was made for on 19-Sep-2012.
| Company | Deal Date | Deal Type | Deal Size | Deal Status | Industry | Location |
|---|---|---|---|---|---|---|
| Stratasan | 19-Sep-2012 | Early Stage VC (Series A) | Completed | Enterprise Systems (Healthcare) | Nashville, TN | |
| ProviderTrust | 02-Apr-2012 | Completed | Enterprise Systems (Healthcare) | Nashville, TN | ||
| Stratasan | 23-May-2011 | Completed | Enterprise Systems (Healthcare) | Nashville, TN | ||
| ProviderTrust | 01-Jul-2010 | Seed Round | Completed | Enterprise Systems (Healthcare) | Nashville, TN | |
| Maynard Select | PE Growth/Expansion | Completed | Other Commercial Services | Nashville, TN |
James Phillips Jr. Network (35)
Board Members (12)
| Name | Company | Representing | Location | From |
|---|---|---|---|---|
| Michael Shmerling | Maynard Select | Self | Nashville, TN | |
| Christopher Booker | Stratasan | Frist Cressey Ventures | Nashville, TN | |
| ProviderTrust | Self | Nashville, TN | ||
| ProviderTrust | SSM Partners | Nashville, TN | ||
| ProviderTrust | Susquehanna Growth Equity | Nashville, TN |
Portfolio Executives (23)
| Name | Company | Role | Deal date | Location |
|---|---|---|---|---|
| Jeff Lininger | Stratasan | Chief Operating Officer | 19-Sep-2012 | Nashville, TN |
| Lessie Poyner | Stratasan | Vice President of Customer Success | 19-Sep-2012 | Nashville, TN |
| Stratasan | Vice President of Engineering | 19-Sep-2012 | Nashville, TN | |
| Stratasan | Executive Vice President of Customer Experience | 19-Sep-2012 | Nashville, TN | |
| Stratasan | Senior Vice President of Sales | 19-Sep-2012 | Nashville, TN |
James Phillips Jr. Affiliated Funds (1)
| Fund | Investor | Fund Type | Status | Vintage | Size | Dry Powder | IRR | IRR Quartile |
|---|---|---|---|---|---|---|---|---|
| XMi High Growth Development Fund | XMi High Growth Development Fund | Growth/Expansion | Liquidated | 2015 |
James Phillips Jr. FAQs
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Who is James Phillips Jr.?
Mr. James Phillips serves as Managing Director of Investments at STAPLE Investments.
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How much does James Phillips Jr. typically invest?
James Phillips Jr.'s median deal size is .
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What is James Phillips Jr.’s main position?
James Phillips Jr.’s primary position is Managing Director of Investments.
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How many active board seats does James Phillips Jr. hold?
James Phillips Jr. holds a board seat in Maynard Select.
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