Josh Goldberg

Co-Founder at Financo LLC

Josh Goldberg

Josh Goldberg

Co-Founder at Financo LLC

Overview
Career Highlights

Mercantile Capital Partners LLC
Altamont Capital Management LLC
Altamont Capital Partners Fund

RelSci Relationships

786

Number of Boards

11

Number of Awards

2

Contact Data
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Relationships
RelSci Relationships are individuals Josh Goldberg likely has professional access to. A relationship does not necessarily indicate a personal connection.

Managing Partner at Altamont Capital Management LLC

Relationship likelihood: Strong

Former Chairman & Chief Executive Officer at The Stop & Shop Companies, Inc.

Relationship likelihood: Strong

Treasurer/Chief Financial Officer at The Putney School, Inc.

Relationship likelihood: Strong

Head of School at The Putney School, Inc.

Relationship likelihood: Strong

President at The AVCAR Group Ltd.

Relationship likelihood: Strong

Chief Financial Officer at Financo LLC

Relationship likelihood: Strong

Chief Executive Officer at Financo LLC

Relationship likelihood: Strong

Managing Director at Financo LLC

Relationship likelihood: Strong

Managing Director at Financo LLC

Relationship likelihood: Strong

Managing Director at Financo LLC

Relationship likelihood: Strong

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Josh Goldberg
Co-Founder at Financo LLC
Education
BA, cum laude

The oldest corporation in the Western Hemisphere is the Harvard Corporation, known formally as the President and Fellows of Harvard College. It is the smaller of Harvard’s two governing boards; the other is the Board of Overseers. Following are the members of the Harvard Corporation.

Juris Doctor

Harvard Law School offers an energetic and creative learning environment, a diverse and dedicated faculty—whose expertise spans a broad array of legal subjects—and a student body that comes from every state in the U.S. and more than 70 countries around the world. Approximately 1,900 students attend HLS each year: 1,680 J.D. students, 160 LL.M. students, and 50 S.J.D. candidates. The faculty includes more than 100 full-time professors and more than 150 visiting professors, lecturers on law, and instructors. The curriculum features more than 260 courses and seminars that cover a broad range of traditional and emerging legal fields. A Harvard Law education prepares students for success in law practice, business, public service, teaching, and more. Most HLS students are pursuing a J.D. (Juris Doctor) degree, while many others are earning an LL.M. (Master of Laws) or the S.J.D. (Doctor of Juridical Science). Harvard Law School also offers many joint degree programs, coordinated programs, and concurrent degree opportunities with other schools within Harvard University. The Law School community is also home to numerous research programs and engaging publications, including books, scholarly periodicals, newsletters, and a weekly student newspaper.

Memberships
Member
Current

The New York State Bar Association (NYSBA) is a voluntary bar association for the state of New York. NYSBA was founded in 1877 with the stated goal to cultivate the science of jurisprudence; to promote reform in the law; to facilitate the administration of justice, and to elevate the standards of integrity, honor, professional skill, and courtesy in the legal profession. Its first President was David B. Hill. Among the reforms in the legislation signed into law creating the association was the removal of the restrictions on the admission of women to the practice of law. In 1896, NYSBA proposed the first global means for settling disputes among nations, what is now called the Permanent Court of Arbitration in The Hague.

Member
Current

The Association of the Bar of the City of New York is a voluntary association of lawyers and law students. The organization was founded in 1870 and it is headquartered in New York, NY.

Member
Current

Founded in 1910, the Massachusetts Bar Association is a non-profit organization that serves the legal profession and the public by promoting the administration of justice, legal education, professional excellence and respect for the law. The MBA represents a diverse group of attorneys, judges and legal professionals across the commonwealth.

Career History
Co-Founder
1989 - Current

Since 1971, Financo has been committed solely to the Retail & Consumer sectors. In this time, we have completed more transactions in the sector than any other investment bank or advisory firm. We’ve cultivated an invaluable network of relationships and we’ve built a successful roster of clients that seek our services, again and again. Many of our bankers have tenure in the industry as operators as well as advisors, holding senior executive positions in retail and consumer companies. Our highly focused specialization allows us to provide insights that would be missed by a traditional investment bank and to create greater value for our clients. And because we are a boutique firm, we have the agility to adapt quickly to the needs, style, and goals of each individual client. Financo was founded by Gilbert Harrison in 1971. Since selling the firm to Lehman Brothers/American Express in 1985 and buying it back in 1989, Financo has built a reputation for providing independent, unbiased and client-focused service. Today, with the addition of John Berg and his expertise in investment banking and private equity with a focus on retail and consumer sectors, together with Colin Welch’s global perspective with close to 20 years of experience in the retail and consumer sectors, both domestically, and in Europe, the Middle East and Africa, Financo’s financial expertise and global footprint has never been stronger. Each January, during the National Retail Federation’s Annual Convention & Expo, three hundred internationally-known executives join us in New York City for Financo’s CEO seminar and networking event. This is one of the most well-attended events in the industry, and is just one example of Financo’s prominent role as a leading investment bank in the retail and consumer sectors. Industry Sub-Sector Specialization Personal Care & Beauty • Retail • Direct-to-Consumer • Apparel & Accessories • Footwear • Hard Goods

Fund Advisor
Current

G2 Investment Partners Management manages a long/short equity hedge fund that focuses on investments in small-cap companies.

Founding Partner, Managing Director & General Counsel
1999 - Prior

MCP focuses exclusively on the branded and proprietary product and service segments within the consumer products, retailing and multi-channel merchandising industries.Their investments take a variety of forms, including private company recapitalizations, growth equity investments, traditional acquisitions, leveraged transactions and structured-securities investments.

Boards & Committees
Director
Prior

New Meatco Provisions LLC wholesales meat products. It distributes beef, pork, poultry and seafood products. The company also supplies beef chuck rolls, beef shoulder clouds and chicken legs. New Meatco Provisions was founded in 1983 and is headquartered in Vernon, CA.

Non-Profit Donations & Grants

Learn how non-profit organizations benefit from RelSci
$10K - $25K
2018

Woodwell Climate Research Center, Inc. provides environmental care services. It seeks to conserve and sustain forests, soils, water, and climate by demonstrating the value to human health and economic prosperity. The Center has initiatives in the Amazon, the Arctic, Africa, Russia, Asia, Boreal North America, the Mid-Atlantic, and New England. It programs focus on the global carbon cycle, forest function, landcover/land use, water cycles, and chemicals in the environment, working in collaboration with partners from local organizations to national governments and the United Nations. The company was founded by George Woodwell and is headquartered in Falmouth, MA.

$10K - $25K
2017

Woodwell Climate Research Center, Inc. provides environmental care services. It seeks to conserve and sustain forests, soils, water, and climate by demonstrating the value to human health and economic prosperity. The Center has initiatives in the Amazon, the Arctic, Africa, Russia, Asia, Boreal North America, the Mid-Atlantic, and New England. It programs focus on the global carbon cycle, forest function, landcover/land use, water cycles, and chemicals in the environment, working in collaboration with partners from local organizations to national governments and the United Nations. The company was founded by George Woodwell and is headquartered in Falmouth, MA.

$250K - $500K
2014

The Rashi School, the Boston Area Reform Jewish K-8 Independent School, is to provide a dynamic, child-centered program of academic excellence that integrates rich secular and Jewish studies curricula and nurtures in its students critical minds and compassionate hearts. Our Core Values are reflected in daily life here at Rashi.

Political Donations
$250
2020

MoveOn.org engages in promoting social and civic activities. Its services include education and advocacy on important national issues. The company was founded by by Joan Blades and Wes Boyd in 1998 and is headquartered in Greenbrae, CA.

$250
2010

Government Affairs at Pax Labs, Inc.

$250
2010

Founder at Girls Who Code, Inc.

Transactions
Details Hidden

G2 Investment Partners LP raised money in a private placement transaction

Awards & Honors
Admitted to the Massachusetts Bar
New York State Bar
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