Joe is responsible for leading the Deal Origination division, managing sponsor and non-sponsor client relationships and broadly originating and executing M&A transactions at CriticalPoint. He leverages his extensive multi-decade M&A experience across a diverse set of industries (including aerospace & defense, business services, technology, telecommunications, media, industrial, financial, consumer, chemical, automotive, metal, building products, entertainment, and sports) to help buy-side clients construct theses and outreach strategies to accelerate capital deployment and aid sell-side clients craft an effective exit strategy and approach to yield the best outcome.
Prior to CriticalPoint, Joe spent 18 years in various execution and leadership roles within Platinum Equity, a global private equity firm with nearly $50bn in AUM. Most recently Joe was heavily involved in firmwide corporate strategy & development, evaluating different strategic alternatives for the firm. Prior to that he was a deal team lead within the firm’s debut Small Cap Fund ($1.5B Fund) – focused on sourcing, negotiating and structuring new acquisition opportunities with less than $40 million in EBITDA based in North America. Over his tenure Joe has been directly involved in the acquisitions and/or sale of a number of assets across a broad range of industries.
Before joining Platinum Equity in 2006, Joe worked within Merrill Lynch’s New York based Investment Banking Group where he covered financial institutions.
Originally from Southern California, Joe holds a Master’s of Business Administration from Harvard Business School and a Bachelor’s of Science degree in Business, with an emphasis in Finance, from the University of Southern California, where he graduated with Honors.
