About Us

Founded in 2009 to Make It Easy for Companies to Understand and Manage their Debt Covenants

Our Clients Range from Large Investment Grade Issuers to Speculative Grade Companies


Managing Director

Jim has over 35 years of corporate and consulting experience. He was EVP & CFO of publicly held Moore Medical Corporation; EVP, CFO and Director of privately held C.S. Brooks; and Treasurer of Sandoz USA (now Novartis). In 2003, he founded Corporate Finance Solutions, LLC, a corporate finance advisory firm. His other consulting experience includes a partner at Greenwich Treasury Advisors and a treasury consultant at KPMG.

During the course of his career, he has conceptualized, negotiated, or consulted on over $4B in debt. Jim holds a BA from Tufts University and an MBA from Babson College.


Managing Director

Jeff also has over 35 years of corporate and consulting experience. His corporate experience includes positions as Vice President – International Treasury at American Express; Assistant Treasurer – Finance & Operations at Dun & Bradstreet; and Assistant Treasurer – International at Seagram. A CPA, Jeff started his career with Price Waterhouse.

He founded Greenwich Treasury Advisors in 1992, consulting in foreign exchange risk and international treasury. Jeff has an MBA from the University of Chicago and a BA from Dartmouth College.


Vice President

Matt has nearly 20 years in finance. Along with Jim Simpson and Jeff Wallace, Matt was instrumental in the formation and launching of Debt Compliance Services in 2009. At DCS, Matt is responsible for sales and implementing the DCS Document Manager.

His work experience includes finance positions at Corporate Finance Solutions; Modem Media; Guggenheim Partners; and C.S. Brooks. Matt holds a BA from Quinnipiac University.

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