Sawaya Partners
Joshua Michaels has over a decade of experience in mergers & acquisitions and corporate finance. Joshua currently serves as the Managing Director at Sawaya Partners since January 2021. Prior to their current role, they worked at Rothschild & Co in various positions, including Director (June 2016 - January 2021), Vice President (June 2013 - June 2016), and Associate (August 2009 - June 2013). Joshua has primarily focused on advising global companies in the consumer and retail sectors.
Joshua Michaels completed their education at NYU Stern School of Business from 2007 to 2009, earning a Master of Business Administration (MBA) degree. Prior to that, they attended Hamilton College from 1999 to 2003, where they obtained a Bachelor of Arts (B.A.) degree in Economics. In terms of additional certifications, Joshua passed the CFA Level 1 examination from the CFA Institute in June 2007 and the CFA Level 2 examination in September 2009. Joshua also obtained the Series 24 certification from FINRA in December 2022. Although it is mentioned that they have certifications for Series 63 and Series 7, the specific dates of when they obtained these certifications are not provided.
Sawaya Partners
Founded in 2001, Sawaya Partners is a leader in consumer Mergers, Acquisitions and Financial Advisory Services. They create lasting value for their clients’ businesses and brands. With every interaction, their clients experience the difference between investment banking and investment banking. Every day they invest their experience, energy, and expertise to help their clients create their best future, knowing it’s theirs as well. They call it “invested banking”. As they invested bankers, they're all in. And they're all in it together.