Company Logo
Private Equity 1st Year Associate
Private Equity 1st Year Associate
New mentor!
Member since 2018
  • New York
About the mentor
  • Josh is an Associate in the Strategic Finance Group of Accordion Partners, a management consulting firm which advises on, executes, and implements value creation initiatives and 100 day plans for Private Equity-backed companies and their financial sponsors
  • Prior to joining Accordion Partners, Josh was a Manager at XRC Labs, an incubator and accelerator platform focused on the retail and consumer packaged goods sectors, where he advised startup companies on ways to leverage financial modeling and decision sciences to help launch new product and service businesses. He was also instrumental in the development of fundraising strategies and business plans for startup clients.
  • Prior to working at XRC Labs, Josh served as an Investment Associate on Neuberger Berman’s Private Equity team and was later dedicated to the firm’s business development initiatives. Specifically, he collaborated with deal teams, management teams and other 3rd party advisors to evaluate and execute private equity and debt investments as well as other strategic initiatives for the $250B asset manager.
  • Prior to joining Neuberger Berman Private Equity, Josh was an Investment Banking Analyst in the Restructuring & Special Situations Finance Group at Barclays, where he advised distressed clients on both M&A and financing transactions both in and out of Chapter 11 bankruptcy. In this role, Josh collaborated with management teams to develop detailed financial models, conducted financial & operational due diligence, and prepared reports and supporting analyses for several US bankruptcy court filings.
  • Josh graduated Magna Cum Laude from the University of Maryland, College Park with a B.S. in Finance. Josh is currently an MBA candidate at Duke University (Fuqua School of Business) with a concentration in Corporate Strategy.
  • Josh has interviewed hundreds of aspiring Wall Street professionals while working at both Barclays and Neuberger Berman
  • University of Maryland - College Park
  • Expertise
    • Investment Banking
    • Venture Capital
    • Corporate Development

    Reviews for this mentor

    Very helpful!

    Join WSO as Mentor
    Why Anonymous?

    Some of our mentors are forced to be anonymous due to firm policies or personal preference. Anonymity allows us to i) source the best mentors from the top companies in the world ii) allows them to be honest and give you amazing insight into the industry and firms.

    How It Works

    All of our mentors are actual professionals. You can be sure that we will match you with an expert in your target industry and that they have gone through strict WSO training to ensure a smooth experience.

    Frequently Asked Questions

    Can’t find an answer? Please send an email to [email protected]

    person
    person

    Get direct access to our best mentors as part of WSO Academy

    12 week program to dramatically improve your odds of landing a high finance job offer