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Josh Goodman, Analyst


Josh Goodman joined The Forbes M+A Group as an Analyst in 2021. Josh is responsible for executing merger and acquisition advisory, conducting detailed valuation and financial statement analysis, and providing overall support to The Forbes M&A Group investment banking team. Josh works with a variety of companies across the Business Services, Consumer, Healthcare, Industrials, and Technology verticals.

Prior to joining The Forbes M&A Group, Josh worked as a summer analyst at FMI Capital Advisors, where he worked on a variety of sell-side deals, pitches, and marketing materials across the engineering and construction space. Prior to FMI Capital Advisors, Josh was a summer analyst at Bank of America Merrill Lynch, where he assisted in advising ultra-high net worth clients on various equity, mutual funds, and ETF investments.

Josh attended Indiana University Bloomington where he graduated with his BS in Finance. During his time there, Josh was a financial analytics intern at one of Bloomington’s premiere bars, Kilroy’s on Kirkwood. Josh was also a member and served on the selection committee of the Kelley School of Business Capital Markets and Banking Workshop.

Josh comes from West Hartford Connecticut and is an avid New York Yankees and New York Giants fan. Outside of work, Josh enjoys snowboarding, golfing, hiking, and cooking.

Industry Experience

  • Business Services
  • Consumer Products
  • Industrials
  • Software, SaaS, & Tech-Enabled Services

Education & Certifications

  • Indiana University Bloomington, B.S. Finance
  • Capital Markets and Banking Workshop, Member
  • Capital Markets and Banking Workshop, Selection Committee Member
  • Bloomberg Market Concepts Certification