Joe Rodgers helps lead the Capital Advisory practice nationally Joe has gained an extensive knowledge base of capital markets based on 20 years of professional experience through a unique combination of finance, investment banking, advisory, and turnarounds.
Prior to joining KPMG he was a managing director with an investment banking firm focused on transportation and logistics and prior to that held senior positions with various financial institutions in both sourcing and executing corporate finance transactions.
Joe’s focus is providing value to public and private clients in three areas: i) capital structure advisory; ii) capital raises of either existing debt, new debt, junior capital or equity; and iii) debt restructurings.
Professional and Industry Experience
Extensive experience in both cash flow lending (both 1st lien and 2nd lien) and asset based lending as well as mezzanine and equity investments in corporate finance. Sourced, structured, negotiated and actively participated in overseeing the underwriting and portfolio management of debt transactions. Transaction experience includes Refinancings, Recapitalizations, M&A, LBO’s, MBO’s, DIP's and exits.
Helped build a nationally-recognized finance business from zero assets to $1 billion in just over one year – primarily focused on structured finance transactions to support LBO’s, recapitalizations and refinancings of middle market companies.
Managing Director with a multi-billion hedge fund in the United States responsible for sourcing and assessing a broad range of market opportunities, including both senior and junior debt, debt restructurings and buyout opportunities.
Restructuring experience as a lender working closely with management teams to help assess and formulate the most viable capital structure in execution of a turnaround strategy.
Deep, long-term relationships with lenders, industry professionals and private equity groups/sponsors.