Prior to his investing career, he spent eight years as an investment banker at UBS Investment Bank, Moelis & Company, and Deutsche Bank focusing on high yield financings, leveraged buyouts, restructurings, mergers & acquisitions, activism, and board advisory. He is also the co-author of several books, including Investment Banking: Valuation, LBOs, M&A, and IPOs and The Little Book of Investing Like the Pros. He is a frequent speaker on financial markets and the economic environment, providing unique and timely insight on sector trends, valuation, and outlook.
He has been profiled across numerous media outlets including CNBC, Institutional Investor, AlphaWeek, Bloomberg Markets, Newsmax, The UK Telegraph, The Charles Mizrahi Show, The Princeton Financier, and Harvard College Investment Magazine. He has corporate partnerships with Nasdaq, the leading U.S. exchange and technology provider for IPOs and new listings; global law firm Latham & Watkins, the #1 IPO adviser and #1 public M&A adviser; Datasite, the #1 provider in M&A lifecycle software, and Altrum, the global leader in custom deal toys and financial tombstones.
He earned his B.S. in Business from Indiana University’s Kelley School of Business in 2003. Joshua grew up in Cleveland, Ohio, and currently resides in New York, New York with his family.