Team

Our team has provided capital market advisory services to companies that created more than $10 billion in shareholder value.


Joel Arberman

Managing Member

Joel Arberman is a seasoned investment professional with an extensive track record in investment banking, asset management, and public market transactions. Over his career, he has played a pivotal role in helping entrepreneurs scale their businesses, execute strategic acquisitions, and raise both debt and equity capital—creating billions of dollars in shareholder value in the process.

His expertise spans multiple facets of the financial industry:

  • Investment Banking Leadership: Former partner at a 700-person investment banking firm, where he advised on complex transactions and corporate finance strategies.
  • Institutionally Ranked Sell-Side Analyst: Provided market-leading equity research, earning recognition from institutional investors for his insights and analysis.
  • Buy-Side Expertise: Served as an analyst for two multi-billion-dollar asset management firms, evaluating and investing in high-growth companies across various industries.
  • Public Market Transactions: Personally led the successful public listing of 17 companies through IPOs, direct listings, and reverse mergers in the U.S. and Canada.


With a deep understanding of capital markets, Joel has helped business leaders
navigate the transition to public company status, enabling them to unlock liquidity, attract institutional investors, and accelerate growth through acquisitions. His hands-on approach ensures that clients maximize their valuation while accessing the strategic advantages of being a publicly traded company.

If you're an entrepreneur looking to take your company public and scale faster than otherwise possible, Joel’s experience and proven strategies can help you achieve that goal.

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