PROFILE

Joe is an Associate at Carleton McKenna & Company. Joe works alongside the Carleton McKenna senior management team and is responsible for developing and reviewing transaction materials for M&A and capital raise opportunities, conducting financial and valuation analysis, identifying strategic and financial buyers for clients and facilitating due diligence processes. Joe is also actively involved in building and maintaining client and partner relationships for Carleton McKenna.

Prior to joining Carleton McKenna, Joe was a Senior Associate within BDO USA’s Transaction Advisory Services group, where he performed buy-side and sell-side financial due diligence for clients operating in the Manufacturing,  Distribution and Business Services industries. In this role, Joe also acted as an advisor during the negotiation process, assisting with working capital discussions and defending quality of earnings adjustments to counterparties. Joe was an auditor at PwC prior to his role with BDO.

Joe received his B.S. in Business Administration with a concentration in Accounting from The Ohio State University and holds an active CPA license in the state of Ohio.