Joshua Siegel

“M&A business development and deal sourcing professional focused on founder/owner outreach for lower middle-market and middle-market transactions. Describes building proprietary high-volume outbound systems, using intent data and financial screening to identify profitable private companies, and cites generating 15+ qualified $3M+ EBITDA prospects that converted into clients, along with involvement in a $100M+ closed transaction.”

“Commercial leader currently in building management systems/DDC controllers with a focus on the data center vertical; previously worked at Oracle. Has negotiated reserved-capacity style agreements in telecom (including a Vodafone Group deal using a retail-minus model) and has experience selling into Federal Government and Defense by shaping RFP outcomes through stakeholder alignment.”

“Cross-functional product/engineering leader with startup and enterprise experience (Whimstay, Wells Fargo, Leap AI Technologies). Has owned end-to-end delivery including UI and payment architecture—built a multi-customer reservation payment flow using pre-auth plus event/timer-driven reminders and handled tricky edge cases like date changeover. Also introduced lightweight process (Jira, sprints, team/module structuring) to increase delivery speed in an early-stage AI document-matching startup.”