Joe represents private equity firms and strategic investors in structuring and negotiating mergers and acquisitions, leveraged buyouts, cross-border transactions, minority investments, and divestitures across various industries.

Overview
Representative Matters
Insights
Awards

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.

  • Represented Gordon Brothers Group, LLC in connection with its majority investment in the intellectual property associated with the Rachel Zoe brand and its related consumer business.
  • Represented the shareholders of Valley Steel Stamp, Inc. (a Madison River Capital portfolio company) in its sale to Colt CZ Group.
  • Represented Gordon Brothers Group, LLC (a Stone Point Capital portfolio company), a leading global advisory and financial services firm, in its acquisition of SOLIC Capital Advisors.
  • Represented Oakbridge Insurance Agency LLC (an Audax Private Equity portfolio company), a top 50 insurance brokerage in the U.S., in its acquisitions of Alliance AG Risk Management and the Earl Bacon Agency.
  • Represented PetStore.Direct in its sale to Revival Animal Health, LLC.
  • Represented Textron, Inc. (NYSE: TXT), a global multiindustry company, in the sale of its Arctic Cat business line.
  • Represented AirBorn, Inc., a global electronic components manufacturer for the aerospace, defense, space exploration, medical, and industrial markets, in its sale to Molex, LLC.
  • Represented Hella Health, a Medicare Advantage broker, in its sale to CVS Health.
  • Represented Investor Group Services (an Incline Equity Partners portfolio company), a consulting firm serving the private equity industry, in its acquisition of Maple Street Advisors.
  • Advised Table Talk Pies, a family-owned food manufacturing business, in its sale to Rise Baking Company, a leading bakery manufacturer.
  • Represented 1WorldSync (a Battery Ventures portfolio company), the leading provider of omnichannel product content solutions, in its acquisition of Webáta, an e-commerce technology and analytics company.
  • Led a team representing Vapor Power International, a leading provider of industrial process heating solutions, including electric, electrode, and gas-fired boiler technology, and affiliates in their sale to Thermon Group Holdings, Inc., a global leader in industrial process heating solutions.
  • Represented Forescout Technologies, Inc. (an Advent International and Crosspoint Capital portfolio company), in its acquisitions of CyberMDX, Inc., a leading health care cybersecurity provider delivering visibility and threat prevention for medical devices and clinical networks, and Cysiv Inc., a cybersecurity innovator in threat detection and response.
  • Represented Bain Capital Double Impact in its investment in FreeWill.com, a social-good enterprise at the nexus of philanthropy and estate planning.
  • Represented Bain Capital Life Sciences in its investment in Affera, Inc., a private medical device company focused on innovative cardiac arrhythmia treatment solutions.
  • Represented Bain Capital Double Impact in its investment in HiMama, a childcare center software solutions provider.
  • Represented Northleaf Capital Partners and AVALT in their acquisition of AMAROK, LLC, a leading provider of perimeter security solutions.
  • Represented Bain Capital Private Equity and Crosspoint Capital Partners in the acquisition of ExtraHop, the leader in cloud-native network detection and response.
  • Represented Cove Hill Partners in the acquisitions of Ungerboeck Systems International and EventBooking.com, two leading software providers of event and venue management tools.
  • Suffolk University Law Dean’s Public Citizenship Award

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.

  • Represented Gordon Brothers Group, LLC in connection with its majority investment in the intellectual property associated with the Rachel Zoe brand and its related consumer business.
  • Represented the shareholders of Valley Steel Stamp, Inc. (a Madison River Capital portfolio company) in its sale to Colt CZ Group.
  • Represented Gordon Brothers Group, LLC (a Stone Point Capital portfolio company), a leading global advisory and financial services firm, in its acquisition of SOLIC Capital Advisors.
  • Represented Oakbridge Insurance Agency LLC (an Audax Private Equity portfolio company), a top 50 insurance brokerage in the U.S., in its acquisitions of Alliance AG Risk Management and the Earl Bacon Agency.
  • Represented PetStore.Direct in its sale to Revival Animal Health, LLC.
  • Represented Textron, Inc. (NYSE: TXT), a global multiindustry company, in the sale of its Arctic Cat business line.
  • Represented AirBorn, Inc., a global electronic components manufacturer for the aerospace, defense, space exploration, medical, and industrial markets, in its sale to Molex, LLC.
  • Represented Hella Health, a Medicare Advantage broker, in its sale to CVS Health.
  • Represented Investor Group Services (an Incline Equity Partners portfolio company), a consulting firm serving the private equity industry, in its acquisition of Maple Street Advisors.
  • Advised Table Talk Pies, a family-owned food manufacturing business, in its sale to Rise Baking Company, a leading bakery manufacturer.
  • Represented 1WorldSync (a Battery Ventures portfolio company), the leading provider of omnichannel product content solutions, in its acquisition of Webáta, an e-commerce technology and analytics company.
  • Led a team representing Vapor Power International, a leading provider of industrial process heating solutions, including electric, electrode, and gas-fired boiler technology, and affiliates in their sale to Thermon Group Holdings, Inc., a global leader in industrial process heating solutions.
  • Represented Forescout Technologies, Inc. (an Advent International and Crosspoint Capital portfolio company), in its acquisitions of CyberMDX, Inc., a leading health care cybersecurity provider delivering visibility and threat prevention for medical devices and clinical networks, and Cysiv Inc., a cybersecurity innovator in threat detection and response.
  • Represented Bain Capital Double Impact in its investment in FreeWill.com, a social-good enterprise at the nexus of philanthropy and estate planning.
  • Represented Bain Capital Life Sciences in its investment in Affera, Inc., a private medical device company focused on innovative cardiac arrhythmia treatment solutions.
  • Represented Bain Capital Double Impact in its investment in HiMama, a childcare center software solutions provider.
  • Represented Northleaf Capital Partners and AVALT in their acquisition of AMAROK, LLC, a leading provider of perimeter security solutions.
  • Represented Bain Capital Private Equity and Crosspoint Capital Partners in the acquisition of ExtraHop, the leader in cloud-native network detection and response.
  • Represented Cove Hill Partners in the acquisitions of Ungerboeck Systems International and EventBooking.com, two leading software providers of event and venue management tools.
  • Suffolk University Law Dean’s Public Citizenship Award
  • Member, Boston Bar Association
  • Board of directors, University of Massachusetts Foundation
  • University of Massachusetts School of Law Dean’s Advisory Board
  • Former elected member, New Bedford, MA City Council

Education

  • Suffolk University Law School, J.D., summa cum laude, 2013, editor-in-chief, Suffolk Transnational Law Review
  • University of Massachusetts Dartmouth, M.B.A., 2008
  • University of Massachusetts Dartmouth, B.A., 1999, sociology

Bar Admissions

  • Massachusetts

Languages

  • Portuguese