Joshua Larson Email & Phone Number

Hamilton Reserve Bank Plaza, Jessups Estate, Nevis, St. Kitts And Nevis, Kn

Advising private clients on direct investments, turnaround situations, private equity capital raisings, and strategic development initiatives. Acting as expert witness in legal cases for both plaintiffs and defendants, including writing professional opinions, giving depositions, and providing in-court testimony. Projects include fiduciary duty, banking fraud, valuation of transactions and private investments.

Orleans, Massachusetts, Us

Administrative Office serving Barnstable County with $30M budget and population of 6K. Oversaw recommendations to the Board on all aspects of financial matters including, financial policies to the board, including ensuring adequate internal controls and maintaining financial records in accordance with standard accounting practices. ✅Created a new Revenue Committee to identify new sources of non-tax revenues in an amount of 10% of the existing budget allowing the town to keep tax rates stable while still providing vital services to residents.✅Directed Finance Committee analysis and recommended options to resolve town’s liability in funding retired employees. Enabled appropriation of funds to meet obligations with zero default.✅Engaged in development of annual budget, monitored expenditures, and presented financial reports to Town Administrator and Board of Selectmen/Town Council on financial issues.✅Established transparency of financial decision-making processes through effective change management initiatives.International Business, Growth Management, Capital Raising, Strategy Planning and Execution Continuous Improvements, Joint Ventures, Investment Banking, Revenue Generations, Return on Investments (ROI), Financial Reporting, Audits, Private Equity, Board Management, Start Ups / Turnarounds, Investor Relations, Strategy Planning and Execution, Governmental Compliance, Business Development, Negotiations, P&L, Risk Management, Change Management, Mergers & Acquisitions

One of the Nordic region’s largest producer of heat and power distributed to a broad range of countries, including Finland, Sweden, Poland, and Russia. $4.5B in revenue and $1B in net income. Monitored finances for Russian business, including construction projects, risk profile, and merger & acquisition transactions. Reviewed and recommended financial policies to the board, including ensuring adequate internal controls and maintaining financial records in accordance with standardaccounting practices.✅Eliminated potential for embezzlement and fraud by minimizing risk and financial exposure through development and implementation of improved risk controls and internal audit procedures.✅Averted FASB Rule 39 financial loss risk factors relevant to valuation of derivative trading contracts by implementing improved financial reporting controls. Instrumental in developing strategy to eliminate CO2 capacity.International Business, Growth Management, Capital Raising, Strategy Planning and Execution Continuous Improvements, Joint Ventures, Investment Banking, Revenue Generations, Return on Investments (ROI), Financial Reporting, Audits, Private Equity, Board Management, Start Ups / Turnarounds, Investor Relations, Strategy Planning and Execution, Governmental Compliance, Business Development, Negotiations, P&L, Risk Management, Change Management, Mergers & Acquisitions

Russian financial organization with $30M in revenue, $250M in securities trading volume, and $30M in Assets Under Management (AUM). Recruited by shareholders to transition company to public-facing financial securities firm. Managed day-to-day operations, including financial/investment transactions, and brand improvement.✅Accelerated AUM to $150M from $30M by introducing new lines of business and establishment of 3 new asset management funds. Generated >80% increase in revenue based on successful principle investments.✅Revitalized operations by improving all internal functions and activities, including budgeting, financial controls, and reporting. Instituted IFRS accounting and state-of-the-art management reporting system.✅Evaluated staff performance and hired qualified finance professionals across the organization to implement new strategies, including introduction of corporate training program.✅Expanded firm’s visibility and image through creative branding techniques. Collaborated with marketing agency in development of logo design, collateral, and color scheme. Branding approved by Board and resulted in national recognition and increased business volume and revenue gains.International Business, Growth Management, Capital Raising, Strategy Planning and Execution Continuous Improvements, Joint Ventures, Investment Banking, Revenue Generations, Return on Investments (ROI), Financial Reporting, Audits, Private Equity, Board Management, Start Ups / Turnarounds, Investor Relations, Strategy Planning and Execution, Governmental Compliance, Business Development, Negotiations, P&L, Risk Management, Change Management, Mergers & Acquisitions

Washington, Dc, Us

One of world’s largest private equity firms with $200B in assets. Directed all levels of internal operations and staff of 8 direct reports; managed start-up of proposed $300M fund. Developed strategic operating plans that reflect the longer-term objectives and priorities established by the board.✅Formulated investment strategy while leading and guiding the research process, making recommendations to external managers and co-investments, structuring of private markets portfolios, evaluating investment policies and new approaches, recruitment and retention of high-quality staff.✅Implemented internal accounting and financial controls, investment approval procedures, and budgeting for country planning.✅Conducted due diligence and negotiated buy-side transactions, including debt financing and sale of existing businesses.✅Raised funds for business investments and established presence of firm.✅Cultivated and managed relationships with government and corporate contacts.✅Developed and maintained relationships with investors and investment managers, staying abreast of and participating in the development of best practices in the industry.International Business, Growth Management, Capital Raising, Strategy Planning and Execution Continuous Improvements, Joint Ventures, Investment Banking, Revenue Generations, Return on Investments (ROI), Financial Reporting, Audits, Private Equity, Board Management, Start Ups / Turnarounds, Investor Relations, Strategy Planning and Execution, Governmental Compliance, Business Development, Negotiations, P&L, Risk Management, Change Management, Mergers & Acquisitions

New York, Ny, Us

Global commercial investment bank with $37B in gross revenues. Recruited for international expertise to direct and manage growth of Moscow office and Russian investment banking. Led the development of a financial and operational strategy, metrics tied to that strategy, and the ongoing development and monitoring of controls systems and procedures designed to preserve company assets and promote value creation.✅Attained first-ever full listing on the London Stock Exchange for Russian company despite stringent reporting requirements.✅Executed major transactions: $1.75B Eurobond for Gazprom; $775M International IPO and equity offering for LUKOIL; $350M LUKOIL convertible bond; $400M sales of Syktyvkar Forestry Company to Mondi; $250M acquisition of KMOC by Marathon Oil; and $15M debt-to-equity swap of Morgan Stanley debt in major Russian food producer.✅Eliminated disconnect between satellite offices in western firms creating synergy between London and New York operations for mandate inclusions.International Business, Growth Management, Capital Raising, Strategy Planning and Execution Continuous Improvements, Joint Ventures, Investment Banking, Revenue Generations, Return on Investments (ROI), Financial Reporting, Audits, Private Equity, Board Management, Start Ups / Turnarounds, Investor Relations, Strategy Planning and Execution, Governmental Compliance, Business Development, Negotiations, P&L, Risk Management, Change Management, Mergers & Acquisitions

New York, New York, Us

Master Of International Affairs

Bachelor Of Arts - Ba, Russian Studies