Managing Director

Joe Wagner is a Managing Director with PMCF and co-leads the firm’s Industrials team. He has nearly 25 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 manufacturing and distribution businesses that serve the aerospace & defense, automotive, general industrial, capital equipment, food & beverage, metals, 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, providing insight into the M&A market and transaction planning. 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.