James C. Bly, Jr.

Founder, Chairman & CEO

James C. Bly, Jr. has over 30 years of experience working with business owning family offices and families on matters related to growing larger, more valuable businesses; financing the growth of privately-owned companies; completing generational transitions of operating businesses; and designing and implementing shareholder liquidity plans.

James C. Bly, Jr. serves as the Chairman and CEO of HWSC, a multi-disciplinary professional services firm that Mr. Bly co-founded in 1982. Mr. Bly is responsible for the overall strategic direction and leadership of HWSC, and for managing its Family Office Direct Investment Services (FODIS) Division. HWSC specializes in serving Business Owning Families and Family Offices, which own upper middle market companies or complex portfolios of operating businesses or operating assets. Most of HWSC's clients are second through seventh generation family-controlled business enterprises.

Mr. Bly is experienced with developing and implementing growth strategies; financial structuring for debt, mezzanine and equity capital private placements; developing structures and processes to support generational business transitions, and designing and funding shareholder liquidity solutions. During his career, Mr. Bly has personally advised the principal owners of hundreds of medium-sized businesses, in a wide range of industries, on numerous business wealth building or transition transactions valued in excess of $10 billion.

Mr. Bly also serves as the Co-Chairman and CEO of the Business Growth Alliance, LLC (BGA), a subsidiary of HWSC that has organized a carefully selected international group of professional services firms, which serve as subcontractors to HWSC on matters relating to corporate development and performance improvement initiatives for larger private companies.

Mr. Bly has served as a Trustee, Director, Committee Member, or Advisory Board Member to various family offices, business holding companies, client owned corporations, and business owning estates. Mr. Bly has either chaired or served on Finance, Investment, Risk Management, or Nominating and Governance Committees of the boards of various multi-generational family businesses.

Mr. Bly graduated from St. Bonaventure University in 1973. He has been certified in mergers and acquisitions (CMAA) by the Alliance of Mergers & Acquisition Advisors and earned a Certificate in Financial Planning from the American College. He is a member of the Association for Corporate Growth, and the Alliance of Mergers and Acquisition Advisors. He has attained listing in Who's Who in Finance and Industry, Who's Who in America, and Who's Who in the World. He is a member of Rolling Rock Club, Allegheny Country Club, The Duquesne Club and Stonedale Guns. Mr. Bly resides in Sewickley, Pennsylvania.

 

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