Josh Bennett
Senior Associate at HDH Advisors, LLC- Claim this Profile
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Bio
Credentials
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Data Analysis in Excel
Corporate Finance Institute® (CFI)Mar, 2023- Nov, 2024 -
Capital Markets & Securities Analyst (CMSA)
Corporate Finance Institute® (CFI)Dec, 2022- Nov, 2024 -
Financial Planning & Wealth Management (FPWM)
Corporate Finance Institute® (CFI)Dec, 2022- Nov, 2024 -
Commercial Banking & Credit Analyst (CBCA)
Corporate Finance Institute® (CFI)Nov, 2022- Nov, 2024 -
Financial Modeling & Valuation Analyst (FMVA)
Corporate Finance Institute® (CFI)Sep, 2022- Nov, 2024 -
Business Essentials
Corporate Finance Institute® (CFI)Aug, 2022- Nov, 2024 -
Commercial Real Estate Finance
Corporate Finance Institute® (CFI)Aug, 2022- Nov, 2024 -
Project Finance Modeling
Wall Street PrepJul, 2022- Nov, 2024 -
Accredited in Business Valuation (ABV)
AICPAJun, 2022- Nov, 2024 -
Certified Valuation Analyst (CVA)
NACVAJul, 2018- Nov, 2024
Experience
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HDH Advisors
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United States
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Financial Services
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1 - 100 Employee
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Senior Associate
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Nov 2021 - Present
Founded in 2007, HDH Advisors is focused on delivering high quality business valuation, litigation support, financial advisory, and related professional services. We serve clients across the United States from offices in Atlanta, Georgia and West Des Moines, Iowa. The goal of each member of the HDH team has been, and will continue to be, to provide our clients and legal counsel with personal and professional service based on a deep understanding of the issues they face. Our team of professionals, the HDH family, draws upon years of experience in advising businesses and giving our clients access to sophisticated and comprehensive advice at cost effective rates. Our reputation has been crafted from the quality of our service and is the platform for our continued growth. We invite you to experience our firm, the HDH family, and we pledge to make a difference in your company and/or your clients.
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B. Riley Financial
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United States
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Financial Services
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400 - 500 Employee
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Senior Associate
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Mar 2021 - Nov 2021
B. Riley Advisory Services (formerly GlassRatner), specializes in providing solutions to complex business problems and board level agenda items. The firm applies a unique mix of skill sets and experience to address matters of the utmost importance to an enterprise such as managing through a business crisis or bankruptcy, pursuing a fraud investigation or corporate litigation, planning & executing a major acquisition or divestiture, unraveling a challenging real estate issue, and other top level non-typical business challenges. B. Riley Advisory Services can also offer clients end-to-end services at any stage during the business life cycle through its sister companies within B. Riley Financial. The combination of proven operating and financial expertise, cross-platform resources, a hands on approach, and an absolute focus on assignment execution makes B. Riley Advisory Services a unique and valuable ally for its clients and partners.Specialties: Bankruptcy and Restructuring Services, Real Estate Advisory Services, Forensic Accounting and Litigation Support, Business Valuation
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Associate
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May 2019 - Mar 2021
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Piedmont M&A Advisors
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United States
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Investment Banking
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1 - 100 Employee
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Investment Banking Analyst
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Sep 2016 - May 2019
We work with privately-held and family-owned business owners. We believe in creating relationships with our clients before a transaction to better understand and help them reach each of their personal and financial goals. We run a well-defined sell-side process to help owners of middle-market companies sell their business and reap the financial benefits of their hard work. We offer buy-side advisory services to corporate acquirers pursuing growth through acquisitions and private equity firms seeking to leverage our connections and industry expertise to identify add-on opportunities for their platform companies. We also assist business owners with raising capital in the debt and equity capital markets to pursue growth opportunities or diversify their net worth and continue to run their company.
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CapVal-American Business Appraisers, LLC
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United States
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Financial Services
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1 - 100 Employee
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Valuation Analyst
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Jul 2016 - May 2019
We provide valuations of closely-held businesses, business ownership interests, and intangible assets for tax, financial reporting, litigation, and transaction purposes. We communicate that information to our clients to help them understand value, make informed decisions, and accurately report Fair Value and Fair Market Values. We provide valuations of closely-held businesses, business ownership interests, and intangible assets for tax, financial reporting, litigation, and transaction purposes. We communicate that information to our clients to help them understand value, make informed decisions, and accurately report Fair Value and Fair Market Values.
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Office Depot
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United States
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Retail Office Equipment
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700 & Above Employee
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Sales Consultant
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Jul 2013 - Aug 2014
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UPS
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United States
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Truck Transportation
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700 & Above Employee
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Package Handler
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2010 - 2011
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Education
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The University of Georgia
Bachelor of Business Administration (B.B.A.), Finance -
Gordon State College (official)
Associate of Arts and Sciences (AAS), Business Administration