With 25 years of experience divided between Advisory work at ICR and Wall Street equity research, Joe has developed a broad understanding of the demands on both public and private companies from various vantage points. The Consumer, Retail & Digital Commerce Group, which Joe heads, is comprised of a team of equally-seasoned professionals who work with 100 leading companies.
Joe and his team benefit from a wide range of relationships and experiences. They have worked with all major investment banks on more than 50 IPOs and SPAC transactions; and in addition to transaction and investor relations advisory, Joe has leveraged his capital markets and communications background across high-profile activist situations, M&A transactions, numerous executive transitions and other special situations. Joe and team also work closely with ICR’s Corporate Communications and Public Relations teams to develop programs that elevate corporate reputations and drive long-term enterprise value.
Prior to joining ICR, Joe spent 15 years on Wall Street and 10 years as a highly-ranked senior equity research analyst. During his career, Joe has worked on a number of high-profile IPOs including Under Armor and J. Crew as a research analyst, and spanning his years at ICR on more than 20 transactions including lululemon in 2007 Peloton in 2019, and On Holding AG in 2021.