Joseph T. Bradley, CFA
Joseph is President of the Corporate Advisory Practice of Evergreen Advsiors . Joseph has 25+ years of diversified professional experience and achievement as a CEO, Investment Banker, Principal Investor, Board Member, Management Consultant, Valuation Consultant, Corporate Leader and Entrepreneur within a variety of dynamic and growth oriented business cultures.
As a diversified professional, Joseph’s areas of specialization and expertise include Mergers and Acquisitions, Private Equity and Venture Capital Investing, Capital Structures and Capital Sourcing, Corporate Finance, Strategic Planning, Corporate Governance, Entrepreneurship and Business Development. Industry specific experience includes technology, healthcare, forward and reverse logistics, distribution, manufacturing, business services, cyber security, consumer goods, ecommerce and retail.
Prior to joining Evergreen, Joseph was the President & CEO of Volver Investment Partners, a private equity sponsored holding company with two operating subsidiaries in the reverse logistics industry, responsible for the strategic vision, corporate leadership and tactical execution of a hyper-growth business expansion and multi-year recipient of the Inc. 5000 Fastest Growing Private Company Award. Prior to Volver, Joseph was a Partner in the middle-market Investment Banking, Corporate Finance and Business Valuation Practice within a regionally based CPA and Management Consulting firm. Throughout his career, Joseph has managed a wide range of corporate growth, operational improvement, and value enhancement activities in an assortment of operating, consulting and board roles. Joseph has also been a frequent speaker on the topics of Corporate Growth, Shareholder Value, and Entrepreneurship.
Joseph attended the Harvard Business School, completing an executive education program in Private Equity and Venture Capital. Joseph received both a Masters in Business Administration and a Graduate Degree in Investments from The Johns Hopkins University Carey School of Business. He also received his BS, Finance Concentration from St. Joseph’s University.
Licenses and Certifications
Joseph is a Chartered Financial Analyst (CFA) and a professional member of the CFA Institute and the Baltimore Security Analysts Society. He holds his Series 79 Investment Banking Representative License.
Joe invests his personal time with family and friends, either on the golf course, near the pool, patrolling the bar-b-q, or traveling to cities, beaches, and national sites. Joe is happiest in business when it involves some fun, sun and family.