Partner - Boston
Sector ExpertiseFred Joseph LinkedIn Profile
Fred is a Partner and Head of Enterprise Software, focusing on the enterprise software, services and Internet sectors at AGC Partners. Prior to joining AGC, Fred spent seven years at Cowen & Co. in Boston. Previously, he had been a member of the investment banking teams at J.P. Morgan and Smith Barney, as well as a founding member of Beechtree Capital, a middle market leveraged buyout firm. With more than 120 completed transactions in his 25 plus years in the industry, Fred has raised public and private capital for early-stage and late-stage corporations in the technology and healthcare sectors. The majority of Fred's work has been in Mergers & Acquisitions, where, cumulatively he has executed in excess of $7 billion in transactions. Fred received an M.B.A. from Columbia Business School and a B.A. from Swarthmore College.
Fred lives in Boston with his wife Teresa and their two sons, and, yes, he still roots for the Yankees.
"We are pleased with the result of our partnership with AGC Fred Joseph and his team helped us identify the right potential partners, carefully evaluate all our options and ultimately make the decision that was best for our business, our customers and our people. I hope to have the opportunity to work with Fred and his team again soon."
— William Copacino, Former President and CEO of Oco
(AGC Partners acted as sole financial advisor to Oco in May, 2011.)
— Jim Geary, Executive Chairman of M-Files
(AGC Partners acted as sole financial advisor to M-Files in March, 2016) "Ten years ago, I sat across the table from Fred when he represented the buyer of my last Company. I realized then the importance of having a good investment banker as an advisor and knew that if I had the opportunity to do it again, I would want him on my side. Recently, when the opportunity arose, I called on Fred and the AGC team and thanks to their efforts, we were able to achieve a successful exit of Invention Machine in under 4 months and at a premium valuation. A great deal of that credit goes to the fact that Fred and I were joined at the hip in developing a strategy throughout the process. They helped us achieve alignment and a terrific outcome among all constituencies, crafting the messaging to ideally position the story to the buyers and most importantly guided the Board and management with the right advice at the right time. I hope we get to do it again and that it doesn’t take another ten years."
— Mark Atkins, Chairman and CEO of Invention Machine
(AGC Partners acted as sole financial advisor to Invention Machine in July, 2012)