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Billy Goldstein

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

Billy Goldstein is an experienced finance and strategy executive with a diverse background in investment banking, corporate development, and advisory roles. He served as a Board Member, Chairman of the Audit Committee, and Lead Independent Director at JOFF Fintech Acquisition Corp. from October 2020 to December 2022.2

Currently, Goldstein is a Partner and Managing Director at CDX Advisors, a position he has held since October 2020.2 He is also a Managing Director at Persevent Group LLC and a Senior Advisor at Star Mountain Capital, LLC.2

Goldstein's career highlights include:

Professional Experience

  • EVP, Strategy and Corporate Development at Sterling (December 2018 - June 2019)
  • EVP, Mergers & Acquisitions and Corporate Development at Sterling (September 2015 - December 2018)
  • Managing Director, TMT - Head of North American Telecom at Macquarie Capital (USA) Inc. (March 2009 - October 2013)
  • Managing Director at Goldman Sachs (August 1998 - March 2009)
  • Associate at JP Morgan (August 1993 - August 1996)

Expertise

Goldstein has over 20 years of experience in various aspects of finance and strategy, including:

  • Mergers and acquisitions
  • Corporate development
  • IPOs and capital raising
  • Principal investing
  • Strategic planning
  • Business integration

He is known for his creativity, commercial instincts, and ability to identify key priorities and execute plans effectively.2

Education

Goldstein holds a degree from Harvard Business School, although the specific degree is not mentioned in the provided information.2

Skills and Attributes

Colleagues and clients have noted Goldstein's:

  • Holistic approach to problem-solving
  • Clear and impactful communication style
  • Leadership abilities and team player mentality
  • Deep industry knowledge and relationships
  • High emotional intelligence
  • Ability to energize teams and drive results2

Throughout his career, Goldstein has completed M&A transactions with an aggregate value of over $100 billion and helped raise over $36 billion in debt and equity for clients.1

Related Questions

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Billy Goldstein
Billy Goldstein, photo 1
Billy Goldstein, photo 2
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Location

New York, New York, United States