Bio

Josh brings more than 18 years of valuation experience to his role at Eureka. He specializes in advising public and closely-held businesses on valuing debt and equity instruments, derivatives, intangible assets, earn outs, asset impairment, as well as fairness/ solvency opinions. The assignments are for financial and SEC reporting, mergers and acquisitions, capital raising, tax planning, 409A compliance, ESOPs, estate and gift, buy/sell, family law, litigation and disputes, restructuring and bankruptcy. Clients range from early stage to Fortune 500 companies and the projects span multiple business sectors and industries including manufacturing, business and professional services, distribution, warehouse, technology, software, retail, and consumer products. Prior to joining Eureka, Josh was a managing director at BCC Capital Partners as head of their valuation and fairness opinion practice. Previously, he was vice president at Strategic Equity Group where he managed numerous valuation engagements. Josh began his professional career at State Street Bank & Trust in custodial banking, and Goldman Sachs & Co in the private client services group.