Loyal, methodical, entrepreneurial.

With over two decades of experience, Joe has been a trusted advisor to entrepreneurs and business owners through mergers, acquisitions, and divestitures. In 2015, after several years with Richter, Joe joined RBC’s Mid-Market M&A group, providing investment banking advisory services to Canadian mid-market companies on sale transactions between $10 million and $200 million. He returned to Richter as a Partner in 2018.

Since returning to Richter, Joe has focused on sale transactions, working with private equity firms, private companies, and publicly listed corporations. He has led numerous transaction advisory mandates, including the sale of Grisspasta Products to Italpasta, Regal Confections to Clearspring Capital, Cerco Cable to DNA Capital, Rubino to Designer Brands, Waterax to Madison Industries, DALS Lighting to BDG & Partners, Memoria to Athos Services Commémoratifs, and Reiner Plastics, Inc. to the Teachers’ Pension Plan.

Joe’s meticulous approach and deep understanding of transactions ensure tailored solutions that meet his clients’ strategic goals and long-term vision. Known for his approachable nature, he builds strong relationships, offering clear, actionable advice that aligns with both current business realities and future ambitions. His dedication to client success makes him a trusted partner throughout their journey.

Fields of expertise

  • Acquisitions
  • Divestitures
  • Transaction Advisory Services
  • Business Valuations
  • Succession planning
  • Recapitalizations

Industries

  • Apparel
  • Consumer products
  • Food services
  • Healthcare services and products
  • Pharmaceuticals
  • Retail
  • Distribution
  • Manufacturing

Professional and community involvement

  • Canadian Institute of Chartered Business Valuators – Member, since 2012
  • Ordre des comptables professionnels agréés du Québec – Member, since 2006