Comvest Partners
Joe is responsible for originating, structuring, and managing investments for Comvest’s direct lending strategy. He focuses on a number of industries including business services, manufacturing, technology, and financial services. Prior to joining Comvest, Joe was a Vice President at NXT Capital, where he was involved in structuring, underwriting and closing senior and unitranche debt investments for sponsor-owned, middle-market companies.
Joe received a B.S. in Accounting, with a concentration in Finance, from the Kelley School of Business at Indiana University. He holds the Chartered Financial Analyst (CFA) designation.
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Comvest Partners
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Comvest Partners is an operationally focused private investment firm that has provided equity and debt capital to well-positioned middle-market companies throughout North America since 2000. Through its private equity, direct lending and special opportunities investment platforms, Comvest offers tailored investment solutions across the capital structure, deep industry and operating expertise, a collaborative approach, and significant transaction experience as an active investor. Today, Comvest manages more than $9.2 billion in assets, and has invested over $8.9 billion since inception. Based in West Palm Beach, Comvest also maintains offices in Chicago and New York.