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MEMBER PROFILE

 

Joe Belz

Carleton McKenna & Co.

 

Member profile details

Membership level
Cleveland Individual
First name
Joe
Last name
Belz
Suffix
III
Title
Associate
Company
Carleton McKenna & Co.
XPX Chapter Email Lists
  • Cleveland News & Events
 

CONTACT INFORMATION

City
Willoughby Hills
State
Ohio
 

PROFILE INFORMATION

Call me when
you or your client may benefit from advice regarding an M&A transaction or capital raise.
Why I/we support XPX
I believe that having a strong network of professionals enhances the services that we are ultimately able to provide, almost always resulting in a better result for our clients.
Profession
  • Banker
Functional Expertise
  • Buy side/Acquisitions
  • Capital markets
  • Due diligence
  • Entrepreneurship
  • Exit/Transition Planning
  • Finance
  • Mergers
  • Private placements
  • Sell side/Divestiture
  • Transaction advisory
Client Industry(ies)
  • Business Services
  • Energy/Utilities
  • Health/Pharma/Biotech
  • Manufacturing
  • Real Estate/Construction
  • Retail
  • Software/Internet
  • Transportation/Storage
  • Wholesale/Distribution
Professional Certification(s)
CPA
Advisor Resource Relationships
  • EOS
In Business Since
2001
How to contact
Phone, Email
Twitter name
N/A
Business Focus
Investment banking services
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