Joe represents middle-market private equity funds and strategic acquirers in executing complex M&A transactions across industries. He has closed deals in highly regulated sectors including health care and health tech, financial services, manufacturing, defense, and business services. Strategic buyers — particularly highly acquisitive companies — choose Joe for repeat transactions because he learns their playbook and executes efficiently.
PE sponsors rely on Joe throughout the investment lifecycle: platform acquisitions, add-on transactions, minority investments, portfolio company governance, and exits. He works across the middle-market spectrum, from emerging funds making their first investments to established sponsors executing buy-and-build strategies.
Clients executing multiple transactions value Joe’s institutional approach — he documents their commercial priorities, approval processes, and structural preferences after the first deal, then applies that knowledge to accelerate subsequent acquisitions, which is particularly valuable for portfolio companies executing add-on strategies or sponsors with active deal pipelines.
Joe handles domestic and cross-border transactions in sectors including industrial and defense, insurance, health care, technology, consumer products, and business services. His cross-industry experience makes him versatile without sacrificing depth — he adapts quickly to new sectors while bringing insights from prior deals.
As Knowledge Management AI (KMAI) partner for Troutman Pepper Locke’s Private Equity + Investment Funds practice and a member of the firm’s Innovation Committee, Joe assists in the development of AI-enabled legal tools and deal intelligence systems that improve the firm’s transactional capabilities and directly benefit his own PE clients.
Joe’s background includes service as an elected member of the New Bedford (MA) City Council, which gave him firsthand experience navigating regulatory and governmental processes — experience that proves valuable when deals involve regulatory approvals or public-sector considerations.