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James
Romey

Principal
Chicago

Turnarounds, financial restructurings, and large-scale transformation. Nearly two decades leading restructuring and investment teams — delivering fiduciary and advisory services across financial services, real estate, mitigation & restoration, QSR, and manufacturing.

James Romey, Principal
20
Years Restructuring, Turnaround & Investment Leadership
$30B+
AUM Group at Franklin Templeton — Fixed Income & Alternatives
Interim Mgmt
Chief of Staff & Financial Advisor Across Engagements
In- & Out-of-Court
Restructurings as Debtor Advisor
Background

Turnaround clarity. Investor's discipline.

James Romey is a Principal at Areté Partners with nearly two decades of experience leading restructuring and investment teams. He is a recognized expert in turnarounds, financial restructurings, and large-scale transformation initiatives. James brings a broad range of financial services capabilities, including interim management, business planning, cash management, and solvency analysis. He has delivered fiduciary and advisory services across diverse sectors, including financial services, investment management, real estate, mitigation & restoration, quick service restaurants, and manufacturing, helping organizations navigate complex challenges and unlock value.

Prior to joining Areté, Mr. Romey held multiple interim management and advisory roles, where he led strategic planning efforts, implemented best practices, advised on complex transactions, and oversaw asset monetization and liquidity initiatives. Mr. Romey developed his turnaround & restructuring focus at Development Specialists, Inc., where he served as advisor to debtors on both in- and out-of-court restructurings.

Mr. Romey began his finance career in portfolio management and trading with Franklin Templeton Investments where he focused on the fixed income and alternative asset markets — including structured products, securitized products, REITs, and private equity investments — for a group managing over $30 billion in assets under management.

He earned his Bachelor of Science from Santa Clara University in Santa Clara, California where he was a class senator and member of the D1 men’s basketball team.

View Full Professional Summary
Areas of Expertise
Turnaround & Restructuring
In- and out-of-court restructurings as advisor to debtors, with hands-on leadership through complex situations across diverse sectors.
Interim Management
Chief of Staff to CRO and CEO/CRO, plus interim management roles spanning strategic planning, best practices implementation, asset monetization, and liquidity initiatives.
Financial Services Capabilities
Business planning, cash management, solvency analysis, and 13-week cash flow projections — delivered fiduciary and advisory services across distressed and underperforming companies.
Distressed M&A & Asset Monetization
Carve-out sales, brand asset divestitures, and loan portfolio sales — managing transactions through complex stakeholder dynamics.
Investment & Capital Markets
Portfolio management and trading background at Franklin Templeton across fixed income, structured products, REITs, and private equity — for a group managing $30B+ AUM.
Client Work
Notable Engagements
HighGround Restoration Group Restoration / Interim CFO
Spectrum Solutions LLC Healthcare / Financial Advisor to Management
ONX Homes Homebuilding / Financial Advisor to the Board of Directors
LeFever Mattson et al Real Estate / Chief of Staff to the CRO
BHFC Financial Services Financial Services (Subprime Auto) / Financial Advisor to Management
Highland Capital Management L.P. Investment Management / Chief of Staff to CEO/CRO
Pandya Restaurants QSR / Financial Advisor to Receiver
China Fishery Group Aquaculture / Financial Advisor to Ch. 11 Trustee
Confidential Auto Leasing Technology Platform Auto Leasing / Financial Advisor to Management
Confidential Software Developer Software / Financial Advisor to the Board of Directors
Confidential Winery Consumer / Board Advisor & Interim Management on Carve-Out Sale
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