Joe is responsible for Valsoft’s overall M&A effort across all vertical markets. Drawing upon his proven track record and expertise, he guides the company’s strategies to enhance shareholder value, while building and leading high-performance teams. Prior to Valsoft, he successfully advised clients in strategic mergers and acquisitions and lead investments in public and private equity funds for a family office.
With almost two decades of Investment experience, he has advised on over 100 transactions and managed over $1B in AUM.
With a strong foundation in financial analysis and a commitment to excellence, Joe holds a Bachelor’s degree in Finance from HEC Montreal, and is a CFA charter holder.