Pendleton Street Business Advisors
Joshua Greene, CFA, CAIA, currently serves as the Chief Investment Officer at Pendleton Street Business Advisors, a position held since January 2025. Prior to this, Joshua was the Vice President of Investment Banking at Carofin from March 2020 to January 2025, where the focus was on providing investors with compelling opportunities while addressing company financing needs. Joshua's experience also includes roles as Private Markets Investment Officer and Senior Analyst at the South Carolina Retirement System Investment Commission from August 2013 to March 2020, and as a Consulting Group Analyst and Intern at Morgan Stanley between May 2009 and August 2013. Joshua holds a Finance degree with an investment focus from the University of South Carolina Darla Moore School of Business, completed in 2010.
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Pendleton Street Business Advisors
Own your business. And what it’s worth. In the life of a business, there are financial milestones that mean everything – major transitions and transactions that can make or break the company you’ve worked so hard to build. Navigating these moments is what we do best. Business is a life’s work, and the owner's net worth is usually wrapped up inside it. So leaving your valuation to chance, hear-say, or buyer demands puts personal wealth and livelihood at risk. Helping you take control over the value of your business is the foundation of our services. Along the way, our analytical approach to deep finance will help you scale up your operation with periodic refinements to your capital infrastructure to support longterm growth, all while helping you avoid pitfalls and costly mistakes. When you're ready, we devise a plan that can help you achieve your ideal exit. Whether you choose to sell, navigate a buyout, or plan for succession, our nuanced strategy will help ensure your exit is smooth, sound, and financially advantageous.