James Levi
Manager, Portfolio Monitoring and Operational Analytics, F&A
Joined Gryphon: 2023
Industry Group: Operations Resources Group
James joined Gryphon in 2023 and is a member of the Operations Resource Group. In his role, James is responsible for maintaining and enhancing Gryphon’s portfolio monitoring platform across its 30+ Portfolio Companies. James also supports the ORG F&A function with specific projects, including valuation, financial analytics, LP reporting, and various other analyses.
Prior to Gryphon, James’s experience included:- Deloitte & Touche LLP, Mergers and Acquisitions – Advised private equity firms and their portfolio companies with buy-side and sell-side financial due diligence services within the consumer, business services, and technology sectors. In addition, performed operational due diligence, deal structuring, net working capital analysis, and preparation of pro forma financial statements.
B.A., Economics and Accounting, University of California, Santa Barbara
Certified Public Accountant (CPA)