Tregaron Capital is pleased to announce that Joe Li has joined the firm as an Associate. Joe’s responsibilities include identifying and evaluating investment opportunities, performing transaction due diligence, and providing strategic and operational assistance to portfolio companies.
Before joining Tregaron, Joe was a Senior Associate in KPMG’s Deal Advisory practice in Los Angeles, where he performed financial due diligence and advisory services for private equity and strategic clients.
Joe received a BS in Accounting from the University of Utah and a Master of Accounting from USC Marshall School of Business, where he is a guest lecturer on accounting and M&A topics. He is a licensed CPA in the state of California. Joe can be reached at 650-403-2075 and firstname.lastname@example.org.
About Tregaron Capital
Based in Palo Alto, CA, Tregaron Capital is a private equity firm focused on investing equity and mezzanine debt in small to mid-sized companies with EBITDA from $1 and $5 million. Tregaron is currently investing out of its second fund, a $100M fund raised in 2014. Tregaron takes a hands-on, operationally focused investment approach and targets industry segments where the firm’s partners have deep expertise, including business services, information and data services, mature software and technology, value-added distribution and franchising. Find out more at www.tregaroncapital.com.