Prior to joining the firm, Josh served as a founding partner of Stone Ridge Partners LLC, a middle-market merger and acquisition advisory firm. Before that, Josh was in the M&A and private equity coverage group at Thomas Weisel Partners. Prior to that, he was in investment banking with Furman Selz.
Josh has managed merger, acquisition, divestiture and recapitalization transactions and transaction opinions for a variety of public and privately-owned clients. Some of his notable clients include: Eureka Restaurants, Weiman Products, Hampshire Pet Products, Rock Bottom Restaurants, Noodles & Company, Tourneau, Marlin Firearms, Oneida Foodservice, Traeger Wood Pellet Grills, Osprey Packs, Dover Saddlery, Standard Furniture, HMI, Inc., Ruby Slipper Café, Rosa Mexicano, SBE, Inc., Gristede's Supermarkets and Balducci's, LLC.
In 2012, Josh was a winner of the 40 UNDER 40 M&A Advisor Recognition Awards, which honors leading M&A, financing and turnaround professionals.
Josh received a B.A. in political science and French from Dartmouth College. He is a FINRA Series 7, 24 and 63 registered representatives.