Joseph G. Carson
Managing Director

Profile
PREVIOUS EXPERIENCE
- McDonald Investments Inc. / KeyBanc Capital Markets
Senior Vice President
- Ernst and Young
Manager
- Peterson Consulting
Senior Consultant
COMMUNITY INVOLVEMENT
- Hospice of the Western Reserve
Board Member and Treasurer
- Greater Cleveland Chapter of Habitat for Humanity
Board Member
- Habitat for Humanity of Greater Indianapolis
Board Member (previous)
EDUCATION
- Miami University, B.S. in Accounting (cum laude)
- Weatherhead School of Management at Case Western Reserve University, M.B.A.
OTHER
- Certified Public Accountant (inactive)
Areas of Expertise
Main Focus: Investment Banking
- Advisory Services in Chapter 11 Cases
- Aerospace & Defense
- Building Products
- Capital Goods
- Capital Raising
- Chemicals
- Divestitures
- Electrical & Electronics
- Energy Services
- Engineering & Construction
- Environmental
- Industrial
- Infrastructure
- International Transactions
- Joint Ventures and Strategic Partnerships
- Leveraged Recapitalizations
- Mergers and Acquisitions
- Metals, Mining & Minerals
- Out-of-Court and Section 363 Sales
- Packaging, Plastics & Rubber
- Private Equity and Joint Ventures
- Private Placements of Equity
- Private Placements of Senior and Subordinated Debt
- Refinancing or Replacement of Existing Secured Indebtedness
- Restructuring and Bankruptcy
- Restructuring of Unsecured Debt and Raising of Equity Capital
- Sell-Side and Buy-Side Advisory
- Valuations, Fairness Opinions and Solvency Opinions