Joe Wagner

I lead P&M Corporate Finance’s industrial distribution investment banking practice, and I co-lead the firm’s diversified industrials team. I specialize in providing investment banking services, including sell-side and buy-side advisory, capital raising, and transaction readiness planning. My client base is composed primarily of family-owned, middle-market business owners and private equity firms, as well as publicly listed companies.I advise my clients through transactions that are arguably the most important of their lives. Therefore, I understand the weight of the process, and I’m honored to be a trusted advisor who helps them explore all their options and negotiate the best outcomes.

I’m often asked to speak at conferences and industry events regarding merger and acquisition (M&A) market trends and exit planning. Some recent examples include Entrepreneurs’ Organization Columbus quarterly conference, The Entrepreneurship Institute, and ACG InterGrowth.

Several of my transactions have received coveted industry awards, including: M&A Advisor’s Industrials Deal of the Year, Corporate/Strategic Deal of the Year, Corporate/Strategic Acquisition of the Year, and M&A Deal of the Year, and Private Equity Deal of the Year by M&A Atlas.

I earned a B.S. with an emphasis in finance from the Stephen M. Ross School of Business at the University of Michigan and an M.B.A. with distinction from the Kellogg School of Management at Northwestern University. I hold Series 7, 63, and 24 registrations, and am a member of the Association for Corporate Growth’s Detroit chapter. Within my community, I’m an active supporter of TeamFox Detroit and Main Street League.

Outside of work, I spend time with my wife, two kids, and our dog. While I support my wife in navigating our various family activities, I’m especially passionate about my role as head coach of my son’s baseball team. Additionally, I love to golf, and am always tweaking something to improve my game — although it doesn’t always work.