Joe Wagner

Partner, Managing Director


Joe Wagner is a Managing Director with CFI USA (PMCF) and co-leads the firm’s Industrials team.

He has more than 20 years of investment banking experience advising his clients on 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 the aerospace & defense, automotive, capital equipment, food & beverage, industrial distribution, metals & manufacturing, and transportation & logistics industries.

Joe’s clients include domestic and international privately-held businesses, publicly-listed companies, and private equity groups.

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