Joe Valentic, is a registered representative (Series 7 & 66). He comes to Inveniam with over 25 years of diverse strategic, financial and leadership experience. He has lead or participated in the origination, underwriting or valuation of over $7 billion in debt and equity transactions. He has provided strategic and advisory services across commercial, real estate and non-profit sectors, primarily focused on the middle market.
Mr. Valentic’s passion and ability to serve the middle market has been developed through a unique combination of financial and advisory services and direct leadership roles including: investment banking, CFO, COO, public accountant, commercial lender, M&A consulting, due diligence, strategic consulting, and board leadership positions. He has also participated in M&A and recapitalization due diligence for over 70 community banks across the US and Puerto Rico.
Mr. Valentic’s industry experience is also diverse. A partial list of industries served includes: financial technology, financial services, payment processing SAAS, real estate, manufacturing, transportation, health care, distribution, logistics, franchising, and non-profits.
Mr. Valentic has significant board experience and currently serves on the boards of: Alliance Catholic Credit Union, Our Lady of the Most Blessed Sacrament Apostolate and You Are Loved Ministries. He has a Bachelors in Accounting from Wayne State University, a Masters in Financial Economics from the University of Detroit Mercy and is an ongoing student of leadership and personal development. Joe resides with his wife and family in the Greater Detroit area of Michigan.