Joe is a Managing Director and is responsible for originating, structuring and managing investments across all industries for Comvest’s direct lending strategy.
Prior to joining Comvest, Joe was a Vice President at NXT Capital, where he was involved in structuring, underwriting and closing senior and unitranche debt investments for sponsor-owned, middle-market companies.
Joe received a B.S. in Accounting, with a concentration in Finance, from the Kelley School of Business at Indiana University Bloomington. He holds the Chartered Financial Analyst (CFA) designation.
*Employees of Operating Advisors Group, L.L.C. (“OAG”), a consulting firm owned by its employees and engaged to work on matters for Comvest. For further information, please refer to Part 2A of the Comvest Advisors, LLC Form ADV, available on the Investment Adviser Public Disclosure website.
*Executive Partners may have business or investment activities unrelated to Comvest. For further information regarding the relationship between Comvest Partners and Executive Partners, please refer to Part 2A of the Comvest Advisors, LLC Form ADV, available on the Investment Adviser Public Disclosure website.
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