Joe April*
Senior Operating Partner, Finance
Joined Graham:
2012
Professional Bio:
At Graham, Joe provides general management support with an emphasis on FP&A, finance, and accounting related matters across Graham Partners and its portfolio companies. Joe has over 16 years of experience partnering with and delivering financial and strategic change leadership to businesses in a wide range of industries. Joe manages Graham’s Financial Operations team, which provides hands-on support through best practices to Graham’s portfolio companies related to finance and accounting processes, FP&A reporting, F&A team structure optimization, and special projects. In addition, Joe manages the internal FP&A reporting (for Graham’s portfolio companies) within Graham Partners through BI tools and technologies.
Prior to joining Graham Partners, Joe worked for Phoenix Management Services, Inc., an operationally focused firm providing turnaround management and capital advisory services to middle market companies. While at Phoenix, Joe was involved in the successful turnaround of several middle market businesses while serving interim finance management positions. Additionally, Joe was a part of the capital advisory group, where he completed M&A and refinancing transactions.
Past and Present Board Directorships:
Taoglas, BrightSign, VPET, Mercer, Henry, Chelsea, TransAxle
Education:
Joe earned his B.S. in Business Administration with a concentration in Finance from Drexel University. Joe also holds his Series 7, 28, 63, and 79 licenses. While at Drexel University, Joe was on the varsity golf team, where he was a scholarship athlete.
Personal:
A native of the Philadelphia area, Joe enjoys spending time with his wife and two kids and also playing golf in his spare time.
Footnote:
*Designates employees of Graham Partners Operating Company (GPOC). GPOC is a wholly-owned subsidiary of Graham Partners, Inc. that provides consulting services and coordinates the operations consulting and other services provided by operations executives, industry experts, consultants and outside firms to the Graham Partners portfolio companies, funds, affiliates and other entities. With the exception of personnel designated as employees of GPOC, all Operations Team members are 3rd party contractors who are not employees of Graham Partners, Inc. For further information regarding GPOC, please refer to Part 2A of Graham Partners, Inc.’s Form ADV, available on the Investment Adviser Public Disclosure website.