Joe is an Associate in the firm’s investment banking group, supporting buy-side and sell-side M&A and strategic advisory engagements. Additional responsibilities include industry research and financial analysis. Prior to joining Cherry Tree, Joe worked in the Corporate Development team at Fresenius Medical Care, supporting mergers & acquisitions assignments across multiple business segments.
- Sell-side M&A
- Buy-side M&A
- Financial Analysis
- Industry & Market Research
- B.A., Finance and Minor, Economics, University of St. Thomas
- Senior Corporate Development Analyst, Fresenius Medical Care
- Corporate Development Analyst, Blue Cross and Blue Shield, MN