Billy Goldstein

CFO, Chief Strategy Officer, Corporate Development, M&A

Billy Goldstein is a seasoned finance and strategy executive with extensive experience in mergers and acquisitions (M&A), corporate development, and investment banking. He currently serves as a Board Member and Chairman of the Audit Committee for JOFF Fintech Acquisition Corp., a role he held from October 2020 until December 2022.2

Professional Background

Current Roles:
- Partner and Managing Director at CDX Advisors since October 2020.
- Senior Advisor and Operating Partner at Star Mountain Capital, LLC since April 2014, where he assists in M&A and financing matters.1 2
Previous Experience:
- Managing Director at Macquarie Capital, focusing on North American Telecom from March 2009 to October 2013.
- Managing Director at Goldman Sachs for over ten years, where he was involved in significant financial transactions.1 2

Goldstein has a robust track record of executing M&A transactions valued at over $100 billion and raising more than $36 billion in debt and equity for various clients.1 His expertise includes crafting strategic plans, negotiating deals, and leading teams to achieve business objectives.

Education

Goldstein is an alumnus of Harvard Business School, which complements his extensive professional experience in finance and strategy.2

Skills and Attributes

Colleagues describe him as having a creative approach to problem-solving, strong commercial instincts, and effective communication skills. He is also recognized for his ability to build relationships and lead teams successfully.2

Overall, Billy Goldstein's extensive background in finance, combined with his strategic leadership roles, positions him as a significant contributor to the financial services sector.