FinUltima Business Advisors Inc.

Broker Professional Profile

Broker Bio

Joel has been an investor, operator and advisor to rapid growth companies for over 25 years. He has led multiple industry consolidation plays, facilitating numerous complex M&A closings, often securing financing underpinning the transactions. A serial entrepreneur, Joel rapidly grew a CPG distribution company, steering it through 8 acquisitions and multiple financings. He sold the business to a publicly traded company with over $3.5B in sales. Subsequently, Joel secured financing for several white label Automated Banking Machine companies and facilitated over 20 M&A transactions as the industry rapidly consolidated. Joel has provided succession, restructuring, financing and / or M&A advisory services to companies in the medical device, dental, technology, recurring payments, real estate, oil and gas services, hospitality, water treatment and retail industries among others.