Joe is a consultant and intermediary to family held, high growth, and small-cap companies. He has advised closely held and family held businesses on succession planning, investment transactions and exit strategies. Joe has deep corporate finance experience in valuations, mergers and acquisitions, and capital structuring. He spent the first 20 years of his career rising to a Managing Director’s position at JPMorganChase in New York and London. Joe holds an MBA and an MSC from Columbia University in New York.