Josh leads the financial diligence process on new investment opportunities, including directing external diligence providers and working with strategic lenders throughout pre-acquisition financial diligence. He supports the financial restructuring and integration of new assets, mentors finance teams across the portfolio, and recently served as CFO in Acacia company Applied Insight.
Prior to joining Acacia, Josh had a career spanning 30 years in financial leadership and M&A within the federal government technology and services market. He was Senior Director of Transaction Advisory Services and Director of Government Contract Consulting with RSM US, one of the country’s leading advisory firms serving the middle market. Before RSM he was Chief Financial Officer at CCE Inc., one of several CFO roles he has held across the federal sector during his career. Josh graduated with a B.S. in Accounting from Guilford College.