Joseph Shafer
P.E./Acquisition Intern at Phillips Companies- Claim this Profile
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Bio
Experience
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Phillips Companies
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United States
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Truck Transportation
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1 - 100 Employee
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P.E./Acquisition Intern
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Jul 2023 - Present
Actively engaged in conducting industry research and establishing connections with industry experts, facilitating strategic insights and collaborations for the company's growth and expansion through acquisition Actively engaged in conducting industry research and establishing connections with industry experts, facilitating strategic insights and collaborations for the company's growth and expansion through acquisition
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IndustryPro
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United States
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Investment Banking
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1 - 100 Employee
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M&A Research Analyst
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Jan 2023 - May 2023
Evaluated M&A opportunities meeting criteria involving no current PE or VC investors, a history of innovation, and market leadership or niche specialty. Collected and aggregated acquisition data from Pitchbook, Crunchbase, and ZoomInfo databases to rank potential targets. Evaluated M&A opportunities meeting criteria involving no current PE or VC investors, a history of innovation, and market leadership or niche specialty. Collected and aggregated acquisition data from Pitchbook, Crunchbase, and ZoomInfo databases to rank potential targets.
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Lakeshore Partners
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United States
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1 - 100 Employee
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Private Equity Intern
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Jan 2023 - Apr 2023
Performed research and created valuation material that pertained to target industries. Analysis lead to arranged calls with brokerage firms and advanced acquisition process. Performed research and created valuation material that pertained to target industries. Analysis lead to arranged calls with brokerage firms and advanced acquisition process.
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Vermilion Rock Advisors
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Investment Banking
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1 - 100 Employee
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M&A Research Analyst
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Sep 2022 - Dec 2022
Identified and analyzed 400+ companies that fit criteria set by PE firms such as target geographies, size, industry, and private funding status. Identified and analyzed 400+ companies that fit criteria set by PE firms such as target geographies, size, industry, and private funding status.
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Self-employed
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Real Estate
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1 - 100 Employee
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J&B Pressure Washing
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Jun 2019 - Aug 2021
Co-founded a pressure washing business in 2019 with one other person. Over three summers we refined our business practices, learning valuable skills in marketing, management, diligence, and perseverance. We expanded our services from only driveway washes to house washes, deck washes, and deck staining. Co-founded a pressure washing business in 2019 with one other person. Over three summers we refined our business practices, learning valuable skills in marketing, management, diligence, and perseverance. We expanded our services from only driveway washes to house washes, deck washes, and deck staining.
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Education
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Utah State University - Jon M. Huntsman School of Business