2025 -
now Associate Director - Investment Banking @
2021 -
2024 Investment Banking Vice President @
2019 -
2021 Vice President @
2018 -
2019 Senior Associate @
2016 -
2018 Associate @
2014 -
2016 Investment Banking Associate @
2011 -
2014 Senior Analyst – Private Equity @
2007 -
2008 Senior Analyst @
2005 -
2007 Analyst @
Josh Hoffman Education
Amherst College
UCLA Anderson School of Management
Josh Hoffman Skills
Valuation
Financial Modeling
Corporate Finance
Private Equity
Equity Research
Financial Analysis
Investments
Bloomberg
Equities
LBO
Investment Banking
Capital Markets
Asset Management
DCF Valuation
M&A execution
M&A analysis
M&A experience
Due Diligence
Mergers & Acquisitions
Securities
Mergers and Acquisitions
Josh Hoffman Summary
Josh Hoffman, based in Chicago, IL, US, is currently a Associate Director - Investment Banking at CLA (CliftonLarsonAllen). Josh Hoffman brings experience from previous roles at Brown Gibbons Lang & Company and Cappello Group, Inc.. Josh Hoffman holds a Amherst College. With a robust skill set that includes Valuation, Financial Modeling, Corporate Finance, Private Equity, Equity Research and more. Josh Hoffman has 3 emails and 1 mobile phone numbers on RocketReach.
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