Joe is a Managing Director in the Investment Banking practice of Evergreen Advisors. He leverages his extensive transaction experience, business and financial knowledge base, and analytical framework that has been developed over his 23-year career in principal investing, financial management, public accounting and investment banking. Joe has executed a broad spectrum of transactions including: convertible and high yield debt, IPOs and follow on equity offerings, private placements of debt and equity, mergers and acquisitions, and restructuring/bankruptcy advisory engagements. His expertise spans multiple industries, transaction types, and stages of company development. Over the past 15 years Joe has been focused on advising high growth companies across the converging value chains of the communications and media industries.
Joe is currently an investor and served on the board of directors of iCore Networks, Inc., from 2008 – 2011, a privately held provider of cloud based communication services to small and medium businesses in the greater Washington, DC area. The company placed 29th on the 2009 Inc. 500 list of the fastest growing private companies.
Most recently, Joe served as the CFO of CTB Group, Inc., a development stage company focused on aggregating and repurposing UHF TV spectrum to develop a mobile broadband, content delivery network. He was responsible for developing the business model, as well as capital raising, corporate development, and all financial matters of the venture.
Prior to joining CTB, Joe served as an investment professional and acting CFO to Capitol Acquisition Corp., a $262 million Special Purpose Acquisition Corporation (NYSE: CLA). At CLA Joe was responsible for sourcing, developing, due diligence, structuring and documenting potential transactions. After reviewing potential transactions with approximately 200 private and public companies, he led the deal team that obtained shareholder approval and closed the merger with Two Harbors Investment Corp. (NYSE: TWO).
Previously, Joe was a Managing Director in the Technology, Media and Telecom Investment Banking team of Friedman Billings & Ramsey & Co., Inc. where he headed the firm’s communications and media investment banking unit. Joe was responsible for over $4.5 billion of public and private equity offerings, convertible debt offerings, and mergers and acquisitions over his 10 year career with the firm.
Earlier, Joe served in a variety of leadership roles at Arthur Andersen. Most recently, he served as a Senior Manager of the Corporate Finance Group. He also served as a Manager of the Tax Division.
Joe is a CPA certificate holder and graduated from the University of Maryland in 1988 with a B. Sc. in accounting.
