Contact:
434) 245-5800
cjc@harrenequity.com

Education:

Bachelor of Science magna cum laude in Business Administration from Washington & Lee University

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C. Joel Carter
Partner

As a Partner at Harren Equity, Joel’s responsibilities include identifying and assessing investment opportunities, closing and financing transactions and monitoring portfolio companies. He currently serves on the Board of Marianna Industries and A&A Transfer.

Since joining Harren in 2009, Joel has worked directly with management teams and independent directors at multiple portfolio companies to execute a variety of strategic objectives.  These initiatives generally consist of revenue growth strategies, profitability enhancements, and accretive diversification efforts, but also include infrastructure-targeted measures that encourage progress and allow for better visibility into the business. Examples include: (i) the origination and design of financial and operational reporting, (ii) the design and implementation of management flash reports and key performance indicators (KPIs), and (iii) the organization of annual forecasting and budgeting processes.

In addition to his current role supporting Marianna Industries and A&A Transfer, Joel served as a board observer and was integrally involved in all aspects of Harren's successful realized investment in Professional Directional, primarily working with management to improve financial and operational reporting as well as budgeting and forecasting.

Prior to joining Harren, Joel was a member of the global healthcare investment banking group at Merrill Lynch where he executed a number of mergers and acquisitions and corporate finance transactions across various healthcare sectors.

Joel and his wife, Megan, spend most of their time trying to keep up with their identical twin daughters and young son. In whatever free time is left, Joel enjoys fishing, hunting, gardening, and music.

 

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