Joseph Ali

Freelance M&A Consultant

New York, United States


Experienced Investment Banking professional skilled in Financial Analysis, Deal Structuring, Valuation, Mergers & Acquisitions (M&A), and Leveraged Buyouts (LBOs). I also train financial professionals in financial modeling through my firm StraightOuttaWallStreet.com and in partnership with Wall Street Oasis.

Domain experience

Relevant Total Experience: 8 years

Seniority Level: Associate

Sector Experience: 

Consumer Services Health Care Providers and Services Health Care Technology Paper and Forest Product Distribution Paper Packaging Road and Rail Software and Services Technology Hardware and Equipment


Skilled in: Term Sheet, M&A Negotiations, Licensing Agreements, Bolt-on acquisitions, Buy-and-Build, Target financing, Sell-side M&A, Corporate Development

Technical Skills: Microsoft Excel, PowerPoint, Bloomberg, Microsoft Office, Capital IQ

Languages: Spanish, English

Work Experience


Finance Consultant (M&A, Capital Raise & Training)



- Now

• Professional-for-hire to various investment banks, private equity firms, and hedge funds across the U.S. (ranging from Associate to VP) • Prepare internal models & pitch materials for clients ranging from seed stage through series A companies • Provide ongoing training on financial modeling & analysis to industry professionals and universities including 3S, LBO, DCF, M&A, accretion/dilution. One of 7 global instructors for Wall Street Oasis

F22 Growth Advisors

Managing Partner & Advisor (Private Equity)



- Now

• Interim CFO for the acquisition & restructuring of a national hair products company in 7,000 retail stores • Business and financial analysis of middle market companies for M&A opportunities • Collaborate with C-suite executives and other senior personnel to draft sell-side material • Finance and operations consultant for a celebrity perfume company


Director (Early Stage Tech Co.)



- Now

Founded Viocharge, an innovative battery rental kiosk company. Think Citibike for portable chargers. Fundraised a pre-seed round, executed contracts, manufactured the existing machinery and completed the engineering of software for the MVP. In 2022, assembled a team of associates and built the framework for the expansion while running a pilot and beta with the software and hardware, leading to a current $1.1MM financing event led by a strategic investor in Tbilisi, Georgia.


Technology, Media and Telecom (IB Coverage)



- 01/03/2019

• Modeled and drafted client marketing materials including M&A, strategic alternatives, capital structure deployment, syndicated bank financing, and public/private debt & equity capital markets for multiple technology sectors • Conducted extensive quantitative economic, industry, and company research/analysis • Facilitated and coordinated product group idea generation and solutions development across a broad platform of global capabilities


Leveraged Finance



- 01/04/2017

Financial analysis and management of a Leveraged Finance portfolio including client due diligence, trend/ratio analysis, and comprehensive industry research Engineering proprietary financial models for M&A, DCF, and LBO valuations in addition to market comparable analysis and other valuation methodologies Developing deal pitches to CEO/CFO level executives and underwriting transactions for clients with revenues between $500MM-$3BN Assisting in the credit approval process via presentation of memoranda and key valuation assumptions to banking committees


Diversified Industrials Coverage (IB Coverage)



- 01/10/2018

Development and analysis of financing structures/strategies to support/identify M&A and recapitalization opportunities Due diligence supporting new transactions including trend/ratio analysis, projections, valuation, industry research, and bank/client meetings as necessary Preparation of credit memoranda, risk rating generation, and relationship strategy documentation for presentation and negotiation of transaction approval with banking committees and risk officer


Co-Founder (Early Stage Tech Co.)



- 01/07/2022

• Envisioned and executed on the creation of a new direct-to-consumer marketing platform (getfireflies.com) • Managed a 30-person multinational team, communicating & executing business strategy / objectives • Designed and successfully implemented the company’s go-to-market strategy including a complete pilot and beta launch in multiple markets (NYC & Miami)

Executive-In-Residence Program

Consultant (Cooperative Education)



- 01/01/2015

Cooperative education business consulting program at St. John’s University: $79MM acquisition proposal involving synergy analysis and valuation of target, BroadRidge Financial Solutions Strategic expansion and cost analysis utilizing forecasting and regression models, Grant Thornton LLP Corporate alumni program business plan focused on building a network for talent retention and brand strengthening, WeiserMazars LLP

Student Managed Investment Fund

Analyst (Long Equities)



- 01/11/2014

 Student Managed Investment Fund at St. John’s University:  Generation of investment ideas using top-down analysis and equity screening  Equities research and fund management of over $2.5MM  Reports recommending the purchase and/or sale of securities


Summer Internship



- 01/07/2014

 Partner with sales leaders to build effective relationships with HSBC clients  Identify opportunities to cross sell and provide additional financial tools and services  Coordination between retail and commercial bank for client services and sales  Attendance of classroom training and interactive seminars


St. John's University




- 01/05/2015

Grade: GPA: 3.8/4.0 Activities and societies: APICS, Economics & Finance COLLABORATIVE EDUCATION: Consultant $79M acquisition proposal, BroadRidge Financial Solutions Strategic expansion and cost analysis, Grant Thornton LLP Corporate Alumni Program, WeiserMazars LLP STUDENT MANAGED INVESTMENT FUND Analyst Generation of investment ideas Equities research and fund management of over $2.5M Written recommendation reports on the purchase or sale of securities

Licenses / Certificates