Joe Wagner

Joe Wagner is a Managing Director with PMCF and co-leads the firm’s Industrials team. He has more than 20 years of investment banking experience advising his clients on buy side and sell side M&A advisory, shareholder recapitalizations, leveraged and management buyouts, and the private placement of senior and subordinated debt. He specializes in advising businesses that serve the aerospace & defense, automotive, capital equipment, food & beverage, industrial distribution, metals & manufacturing, and transportation & logistics industries. Joe’s clients include domestic and international privately-held businesses, publicly-listed companies, and private equity groups.

Joe began his investment banking career as an Analyst at PMCF. Over his tenure at the firm, he was promoted several times, advancing to his current role as Managing Director, focusing on the Industrials sector. Joe has authored numerous M&A reports for a variety of sectors, with a focus on industrial distribution and food & beverage. He is a frequent speaker at events focused on distribution, industrials, and entrepreneurial growth, providing insight into the M&A market. In addition, Joe has been a featured author and podcaster for several industrial trade publications.

Joe earned a BBA with an emphasis in finance from the Stephen M. Ross School of Business at the University of Michigan and an MBA from the Kellogg School of Management at Northwestern University, graduating with Beta Gamma Sigma honors. He is a licensed securities representative holding his Series 7, 63, and 24 registrations.