Joseph Statter Email & Phone Number

United States

Bethesda, Maryland, United States

Provider of adult and elderly inpatient and outpatient healthcare services including behavioral health and addiction treatment.

Washington DC-Baltimore Area

• Provider of non-residential senior services - non-emergency medical transportation, home meal delivery, and adult day care. Led buy and build strategy for organization providing non-residential services catering to.
• Acquired 80% stake in leading non-emergency medical transportation business located in Philadelphia.
• Coordinated acquisition of 190-patient capacity adult day care center in Piscataway, NJ, while navigating challenges arising from global pandemic.
• Acquired 152 patient capacity adult day care center in Philadelphia, PA, focusing on rebuilding center’s patient roster and growing average daily attendance.

Evergreen Advisors, LLC assists closely-held and emerging growth companies in the areas of corporate finance, exit strategies, valuations, and advisory services. Securities transactions conducted through Evergreen Advisors Capital/Member FINRA/SIPC. Evergreen Advisors Capital is a subsidiary of Evergreen Advisors, LLC.

Member of the Board of Directors and serve on the Audit and Merger and Acquisition Committees of privately held provider of managed IP communications services to small and medium businesses in the greater Washington, DC area. iCore placed 29th on the 2009 Inc. 500 list of the fastest growing private companies. iCore was acquired for $92 million by Vonage.

Chief Financial Officer responsible for capital raising, corporate development, and all financial matters for start up venture focused on acquiring and repurposing UHF TV spectrum to develop a mobile broadband content delivery network. The company intends to provide traffic off-load services to wireless carriers as well as provide wholesale direct consumer.

Full-time consultant to special purpose acquisition corporation ("SPAC"). Responsible for sourcing, developing, structuring, due diligence and documenting potential transactions for this $262mm SPAC. Responsibilities also include managing financial and SEC reporting, tax compliance and treasury functions. Announced merger with Two Harbors Investment Corp..

Head of communications and media investment banking unit. Originated and executed over $4.5 billion in transactions including IPOs, convertible debt, private equity and debt placements, mergers and acquisitions. Experience also includes both in court and out of court restructuring for financially distressed companies.

Responsible for deal origination and transaction execution for firm's Southeast Corporate Finance Group. Advised middle market clients on IPOs, high yield debt offerings, private placements of debt and equity, LBOs/MBOs, recapitalizations, mergers, acquisitions, and divestitures.

Supervised staff in managing all aspects of clients Federal and state tax compliance, planning, and transaction structuring. Experienced in entity structuring and formation of general and limited partnerships, LLCs, S-Corporations, and REITs; transaction structuring involving mergers, spin-offs, installment sales, and like-kind exchanges; and bankruptcy.