Joshua Goldberg

Joshua Goldberg, who joined Raymond James in 2021, was a founding principal of Financo since its separation from Lehman Brothers in 1989. He also served as Financo’s COO and general counsel. Mr. Goldberg has leveraged his roles at both Financo and Lehman Brothers to cultivate in-depth experience in investment banking advisory work, including in M&A, fairness opinions and restructuring. In addition, he chairs the firm’s Engagements Committee and Fairness Opinion Committee; assists with and advises on complex M&A and private equity transactions and negotiations; and oversees securities industry compliance matters.

Mr. Goldberg has specialized in the consumer, branded goods and retail sectors throughout his investment banking, private equity and legal careers. He has served in executive roles in private equity as a founding principal at Mercantile Capital Partners and Altamont Capital Partners – both consumer sector private equity funds – and he has experience across a range of legal practice areas, including corporate, securities and alternative dispute resolution. Suffice to say, retail is truly in Mr. Goldberg’s blood, having spent his formative years working for the Stop & Shop supermarket chain, which his family founded and ran for seven decades. Mr. Goldberg received a Bachelor of Arts from Harvard College and a Juris Doctor from Harvard Law School.

Raymond James does not provide legal services. Please discuss these matters with the appropriate professional.