Josh joined the team as an Associate in 2014 and currently serves as a Principal, with a primary focus on leading our coverage of the insurance services platform (Cor Partners) while also supporting BWFP’s other growth initiatives including new platform investments. He is responsible for sourcing, evaluating, and executing M&A transactions and collaborating with Cor’s senior leadership teams on key strategic initiatives.
During his time at BW Forsyth Partners Josh has also worked on projects to support the broader BW organization, including long-term strategic planning efforts, operational excellence programs, and continuous improvement initiatives.
Previously, Josh spent three years at Lincoln International, a middle market sell-side investment bank in Chicago. While at Lincoln International, Josh completed transactions in a variety of industries including electronics, packaging, and business services.
Josh’s hobbies include cooking, playing volleyball, and supporting the Oakland A’s / San Francisco 49ers. He and his wife, Jenna, are avid travelers perpetually planning their next international trip.