Josh Hoffman Email & Phone Number
Associate Director | CLA Meridian Capital | Investment Banking @ Meridian Insurance Brokers
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Josh Hoffman Location
- Chicago, IL, US
Josh Hoffman Work
- Associate Director | CLA Meridian Capital | Investment Banking @ (April 2025 - Present)
Josh Hoffman Education
- Amherst College
Bachelor of Arts - BA (Economics)
- UCLA Anderson School of Management
MBA (Finance)
Josh Hoffman Skills
- Acquisitions
- Advanced Financial Modeling & Analysis
- Analytical Skills
- Asset Management
- Bloomberg
- Business Acumen
- Business Development
- Buyer Outreach & Communication
- Capital Markets
- Capital Raising
- Circular Economy
- Client Relationship Management
- Corporate Finance
- Critical Thinking
- Customer Relationship Management (CRM)
- DCF Valuation
- Deal Execution
- Due Diligence
- End-to-End Transaction Execution
- Energy Transition
- Equities
- Equity Capital Markets
- Equity Research
- Equity Valuation
- Finance
- Financial Advisory
- Financial Analysis
- Financial Literacy
- Financial Modeling
- Financial Structuring
- Financial Transactions
- Forecasting
- Growth Capital
- Infrastructure
- Investment Banking
- Investment Banking & Corporate Finance
- Investment Decisions
- Investment Valuation
- Investments
- Investor Relations
- LBO
- Leadership
- M&A analysis
- M&A execution
- M&A experience
- Management
- Market Knowledge
- Marketing Material Creation
- Mergers & Acquisitions
- Mergers & Acquisitions
- Mergers & Acquisitions (M&A)
- Mergers & Acquisitions and Capital Raising
- Microsoft Excel
- Microsoft PowerPoint
- Microsoft Word
- Pitch Books
- Presentation Development
- Presentation Skills
- Private Equity
- Private Placements
- Problem Solving
- Project Management
- Quantitative Analytics
- Quantitative Finance
- Securities
- Strategic Thinking
- Team Leadership & Coaching
- Technical Proficiency
- Transaction Team Leadership
- Valuation
- Written Communication
- Mergers and Acquisitions
Josh Hoffman Summary
- Josh Hoffman, based in Chicago, IL, US, is currently a Associate Director | CLA Meridian Capital | Investment Banking at CLA Meridian Capital. Josh Hoffman holds a Bachelor of Arts - BA in Economics @ Amherst College. With a robust skill set that includes Acquisitions, Advanced Financial Modeling & Analysis, Analytical Skills, Asset Management, Bloomberg and more. Josh Hoffman has 2 emails and 2 mobile phone numbers on RocketReach.
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