Joe's primary responsibilities at Marlin include deal qualification, conducting due diligence, transaction execution and support, and portfolio monitoring. Prior to joining Marlin, he worked at William Blair & Company where he specialized in mergers and acquisitions, debt and equity financings and other strategic advisory initiatives across the healthcare technology and healthcare services industries. Joe earned a B.S. in Business Administration with concentrations in Finance and Accounting from Indiana University, where he graduated with the highest distinction.