phone: (248) 554-4232
Joe is a Vice President at O2 Investment Partners. He is responsible for sourcing new transactions, due diligence, underwriting, and monitoring O2’s portfolio companies. Prior to joining O2, Joe was the President and Co-founder of Provision Insurance Group, an independent insurance agency headquartered in Michigan. Prior to founding Provision, he was with St. Charles Capital, a middle-market investment bank primarily focused on M&A advisory. As a founding member of the Industrial Services & Technologies Group, Joe specialized in executing buy- and sell-side M&A transactions for energy and industrial services companies across the United States. Prior to St. Charles Capital, he was a part of J.P. Morgan’s Private Bank, providing wealth management solutions for high net worth individuals. Joe currently serves on the Boards of Frontier Dental Laboratories and Mantis Innovation Group. Joe graduated with honors from Michigan State University with a BA in Finance, where he was also the captain of the Division 1 Men’s Tennis Team.