James Boland

Managing Director,
New York Investment Banking Division,
The Benchmark Company LLC

For more information, contact:

  • Jonathan M. Rozoff
  • Frank Schneider
  • Brian Fryd
  • Pierrick Morel

or any member of our senior staff.

Education

    • Manhattan College, B.S.

Jim Boland has more than twenty-five years of experience in the leveraged finance business with a primary focus on leveraged buyouts and merger-related acquisition financing. He has worked on hundreds of merger-related acquisition financing arrangements, ranging from $50 million to approximately $25 billion. Mr. Boland has been involved in all aspects of leveraged financing transactions, such as evaluating a transaction; negotiating the terms of a transaction; originating, underwriting, and distributing leveraged loans (including through syndication) and high-yield bonds; and others. His experience covers various industries, and he also advises companies about optimal capital structure.

Mr. Boland has served as an expert and been deposed. In the high-profile Twitter/Musk transaction, for example, he addressed issues related to the arrangement and consummation of debt financing of large public-company mergers and acquisitions (M&A). In the Omni v. Forward matter in the Delaware Court of Chancery, Mr. Boland assessed the information typically provided to debt financing lenders for M&A transactions.

With decades of experience in leadership positions at global investment banks, Mr. Boland has extensive knowledge of the leveraged finance business issues that are central to live M&A deals and other corporate transactions. At the U.S.-based Benchmark Company, he leads the agented-only leveraged finance business, originating private credit and venture debt opportunities for buyside investors.

Previously, Mr. Boland spent nearly two decades at UBS AG, serving as managing director and head of leveraged markets and capital markets in the investment banking division. Before that, he worked at Lehman Brothers on the loan origination and syndications desk. At both UBS AG and Lehman Brothers, Mr. Boland held roles in loan sales and trading. Earlier in his career, he managed distressed loan portfolios at Bankers Trust.

Professional Affiliations
    • FINRA License Series 7
    • FINRA License Series 79
    • NASAA License Series 63