Your local office
We are looking for the closest office..

Joe Wagner

Joe Wagner is a  Managing Director with CFI USA and co-leads the firm’s Diversified Industrials team. He has nearly 15 years of investment banking experience focused on the execution of buy-side and sell-side M&A advisory, shareholder recapitalizations, leveraged and management buyouts, and the private placement of senior and subordinated debt. He specializes in advising businesses that serve manufacturing, distribution and transportation industries and has represented privately-held and publicly-listed companies and private equity groups both domestically and internationally.  He is a frequent speaker and contributor to M&A focused events and publications.

Joe Wagner earned a BBA with distinction with an emphasis in finance from the Stephen M. Ross School of Business at the University of Michigan and earned an MBA with distinction from the Kellogg School of Management at Northwestern University where he earned Beta Gamma Sigma honors. He holds his Series 7, 63 and 24 registrations.

Sector focus

Latest Transactions

  • Industrials

    has been acquired by

    Transaction details

    Triton Industries, the manufacturer of Manitou pontoon boats, has been sold to BRP, a global leader in the world of powersports vehicles and propulsion systems.

    Industrials

    has been sold to

    Transaction details

    Structural Concepts Corporation (SCC), a preeminent designer and manufacturer of innovative temperature-controlled merchandising solutions with a dedicated focus on perishables and prepared foods, has been sold to Mason Wells, an independent private equity fund that focuses on investments in middle market companies.

    Automotive

    has acquired

    Transaction details

    Zhongli Corporation, a vehicle parts & components and assembly parts specialist, acquires Stern Rubber Company, a provider of custom molded rubber products to the industrial plumbing, power sports and general manufacturing industries

    Industrials

    has been acquired by

    a portfolio company of

    Transaction details

    FCX Performance, Inc., a portfolio company of Harvest Partners, acquires Corrosion Fluid Products Corporation, a specialty regional distributor of pumps, valves, fiberglass and specialty lined pipe, hose & fittings to the process markets

  • Industrials

    has been acquired by

    Transaction details

    Triton Industries, the manufacturer of Manitou pontoon boats, has been sold to BRP, a global leader in the world of powersports vehicles and propulsion systems.

  • Industrials

    has been sold to

    Transaction details

    Structural Concepts Corporation (SCC), a preeminent designer and manufacturer of innovative temperature-controlled merchandising solutions with a dedicated focus on perishables and prepared foods, has been sold to Mason Wells, an independent private equity fund that focuses on investments in middle market companies.

  • Automotive

    has acquired

    Transaction details

    Zhongli Corporation, a vehicle parts & components and assembly parts specialist, acquires Stern Rubber Company, a provider of custom molded rubber products to the industrial plumbing, power sports and general manufacturing industries

  • Industrials

    has been acquired by

    a portfolio company of

    Transaction details

    FCX Performance, Inc., a portfolio company of Harvest Partners, acquires Corrosion Fluid Products Corporation, a specialty regional distributor of pumps, valves, fiberglass and specialty lined pipe, hose & fittings to the process markets