Barrett began his career in Investment Banking at Pali Capital and then joined Sunrise Securities. Barrett has raised over $2 Billion in transactions for Public Equity, Equity- Linked, Private Placements, PIPEs, Registered Directs, and Mergers and Acquisitions.
Barrett founded The Barrett Edge (TBE) with a focus on development stage companies in hyper-growth industries specializing in healthcare, transportation, technology, and cannabis. Barrett is often the driving force behind the organization for his funding strategies that have included myriads of IPO's as well as selling an augmented reality company to Alibaba. Currently, The Barrett Edge has over 30 portfolio companies.
Seasoned investment professional with over 20-years’ experience in portfolio management and investment research. Particular emphasis on fundamental valuations of companies subject to corporate events including mergers, spin-offs, splits, reorganizations and bankruptcies and other catalysts. Comprehensive experience with differing corporate codes and regulatory schemes across a variety of local markets in North America, Europe, and developed Asia
Joseph began his career in Marketing & Lead Generation at The Funding Family. Shortly after, Joseph became the Marketing Director at Business Capital, where he helped facilitate over $50 million in small business transactions annually, as well as creating an internal marketing structure to drive up revenue drastically. Joseph has raised funds for companies for over 6 years with a focus on the Trucking & Logistics industry.
Joseph helps his clients create a structure of growth within the companies, by looking at the long term vision of the company. Joseph has grown trucking companies from having 2-3 power units, to growing as large as 75 power units within the span of 4 years. Joseph's goal is to help the companies grow with having long term visions in mind to hit their key inflection points, with the eventual goal of going public through IPO. Joseph has helped over 300 Trucking and Logistics companies raise the funds necessary to grow.
Andy is a veteran of strategic communications and capital markets, founding and operating a boutique consulting firm for 15+ years. An accomplished journalist with an affinity for technology, transportation and healthcare. Andy has worked with hundreds of public and private companies across the full spectrum of sectors ranging from upstarts to those listed on North America’s senior exchanges, managing communication between executive leadership and its investors while providing advice on business development. When he’s not spending time with his wife, kids, and Dobermans, Andy, who studied psychology at The Ohio University, can usually be found watching (and often betting) on a sporting event.
