Joe Schefler

Managing Director Institutional Sales

Joe brings an extensive track record.  He has over 25 years of Institutional Sales experience at both large and small firms.  He has many years of sales management experience in selling tech research.  He has held senior sales positions at Drexel Burnham, BZW, Josepthal, Montauk Securities, Maxim Group and Ladenburg-Punk Ziegel.  He has served on capital commitment committees and research management committees. He has a B.A. from Ohio State University.

 

Our Philosophy

We work as a team with our research analysts to test existing theses so that we can drive greater value to the clients. In addition, we supplement the research analysts work with our own deep industry and sector work experience.

Research Sales Team

Advisory Services

  • Competitive landscape analysis
  • Acquisition analysis
  • Subject matter expert opinion
  • M&A sector opportunities
  • Product development analysis
  • Financing
  • Transaction advisory services
  • Primary research
  • Investor relations

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