Former Morgan Stanley Sector Specialist Brings Expertise in M&A for Education Technology and Services to G2’s Growing Team

G2 Welcomes Jim Goodwin as Director in Technology & Business Services

G2 Capital Advisors, a leading middle-market investment banking firm, is pleased to announce the addition of Jim Goodwin to the firm as a Director on the Technology & Business Services (TBS) team. With more than 7 years of experience at Morgan Stanley, Jim brings a wealth of expertise in M&A, debt advisory, and equity advisory transactions to G2.

During his tenure at Morgan Stanley, Jim demonstrated exceptional skill in sourcing, originating, and executing complex financial transactions. His proficiency spans across the Technology & Business Services sector, with a strong focus on education technology and services. Jim’s arrival marks an exciting opportunity for G2 as he will expand the firm’s existing track record and industry relationships in the Education Technology vertical.

Kerri Ford, MD & Practice Leader of Technology and Business Services at G2, comments, “Jim’s connections and proven track record within the Education Technology community and his extensive experience advising technology companies on a full range of M&A, debt and equity solutions will be of great value to our clients and further strengthens our platform.” 

Prior to his career in finance, Jim served with distinction in the United States Marine Corps and has over 10 years in uniform. His leadership roles within the Marine Corps, both domestically and during active deployments to Afghanistan, have instilled in him a deep sense of discipline, strategic thinking, and dedication.

“We are thrilled to welcome Jim to the G2 team,” said Matt Konkle, President at G2 Capital Advisors. “His extensive experience, coupled with his professionalism and leadership qualities, will undoubtedly enhance our capabilities and offerings in the Technology & Business Services sector and the G2 team at large. We look forward to the contributions he will make to our team and our clients.”

A proud alumnus of the University of Chicago Booth School of Business and the United States Naval Academy, Jim’s academic background reflects his commitment to excellence. He currently resides in Carlsbad, CA, with his wife and son, where he will continue to deepen G2’s presence in Southern California.