Managing Director & Partner
P&M Corporate Finance, LLC
Joe Wagner is a Managing Director and Partner with PMCF and co-leads the firm’s Industrials group. He has over 16 years of investment banking experience including the execution of buy- and sell-side M&A advisory, shareholder recapitalizations, leveraged and management buyouts, and the private placement of senior and subordinated debt. He has extensive experience closing transactions in multiple segments, including manufacturing, distribution, transportation, and logistics, and has represented privately-held and publicly-listed companies and private equity groups both domestically and internationally.
He is a frequent speaker and contributor to various M&A industry conferences and publications.
Joe earned a B.B.A. with distinction with an emphasis in finance from the Stephen M. Ross School of Business at the University of Michigan and an M.B.A. with distinction from the Kellogg School of Management at Northwestern University where he earned Beta Gamma Sigma honors. He holds his Series 7, 63 and 24 registrations.