Joe Grogan Jr.

Investor Relations Associate

New York, New York, United States

About

I operate at the intersection of M&A, capital formation, and acquisition-led platform strategy, partnering with founders, operators, and investors to identify, structure, and execute transactions that drive scalable enterprise value. As Vice President at Cebron Group, I lead end-to-end M&A execution across fragmented lower to middle-market sectors—owning the lifecycle from proprietary origination through close. This includes building acquisition pipelines, underwriting opportunities, structuring transactions, and driving diligence, negotiation, and execution with discipline and accountability. In parallel with JK Renewables, I operate across energy infrastructure and real asset investing, executing distributed generation and utility-scale opportunities. My work spans underwriting, capital stack design, and investor alignment—positioning assets and portfolios for institutional capital, infrastructure funds, and family offices. I bring a strong foundation in commercial real estate strategy and asset-level value creation, with experience optimizing income-producing assets and unlocking embedded infrastructure value. This informs my ability to evaluate businesses through both an operating and asset-backed lens, particularly where real assets and cash-flowing operations intersect. I act as a quarterback across stakeholders—aligning founders, executives, and capital partners while maintaining clarity and execution velocity. Hands-on in transactions, I focus on team alignment, decision-making, and driving outcomes under pressure to ensure opportunities are not only sourced—but closed and successfully integrated. I work fluidly between capital and operators, bridging gaps, creating alignment, and advancing deals where others stall. My mandate: Source differentiated opportunities, structure intelligently, and execute with precision. 🔹 SPECIALTIES (Condensed) M&A (Buy-Side & Sell-Side | Platform & Add-Ons) Deal Origination & Acquisition Pipelines Platform Strategy (Roll-Ups & Consolidation) Capital Formation (Family Offices, Private & Institutional Capital) Capital Structuring (Equity, Debt, Structured Instruments) Financial Modeling, Valuation & Underwriting Investor Relations & Deal Positioning Due Diligence & Transaction Execution Negotiation & Complex Structuring Leadership & Cross-Functional Execution Operator–Capital Alignment Energy Infrastructure & Real Asset Investing Commercial Real Estate Strategy Value Creation & Asset Optimization C-Level Relationships & Strategic Partnerships

Experience

  • Investor Relations Associate at Cebron Group
    Mar 2026 - Jun 2026 · 4 mos

    Lead deal origination, capital formation, and end-to-end M&A execution for a boutique investment bank focused on acquisition-led platform development across fragmented industries. Core Responsibilities: M&A Execution (Front-to-Back) Lead transactions from initial sourcing through close, including valuation, structuring, diligence coordination, and negotiation support Work directly with founders, CEOs, and CFOs to execute platform acquisitions and add-on strategies Support post-close integration planning to ensure alignment with investment thesis Strategic Origination Source and develop proprietary deal flow within lower to middle-market sectors ($20M–$150M+ revenue) Identify platform opportunities and build actionable acquisition pipelines Maintain direct relationships with business owners, intermediaries, and operators Capital Formation & Investor Relations Partner with private investors and family offices to structure and place deal-specific capital Lead investor discussions, aligning opportunities with return profiles and risk parameters Avoid blind pool dynamics by directly matching capital to transactions Structured Capital Advisory Design and advise on capital stacks, including structured equity, senior/junior debt, and short-duration instruments Align financing structures with operational performance and exit strategy Optimize capital efficiency across acquisitions and platform build-outs Operator–Capital Alignment Act as a quarterback between operators and capital providers, ensuring clarity and execution discipline Support leadership teams in making data-driven growth and acquisition decisions Drive long-term value creation through disciplined capital deployment

  • Vice President, Energy Infrastructure – Origination, Execution & Portfolio Strategy at JK Renewables
    May 2025 - Jun 2026 · 1 yr 2 mos

    Energy infrastructure and corporate finance professional focused on deal origination, portfolio strategy, and transaction execution across C&I and utility-scale platforms. Through JK Renewables, I operate across the full deal lifecycle: Deal Origination: Sourcing C&I and utility-scale opportunities via developers, EPCs, landowners, and contractor networks Underwriting & Structuring: Revenue modeling, cost analysis, IRR thresholds, and capital stack alignment (tax equity, debt, sponsor equity) Offtake Strategy: PPA structuring, load analysis, and C&I counterparty alignment Execution: Advancing projects through diligence, packaging, and capital placement Portfolio & Transaction Experience: Buy-side acquisition screening and platform expansion strategy Sell-side positioning of development-stage and operating portfolios Portfolio aggregation (C&I + utility-scale assets) for institutional capital Investor positioning for IPPs, infrastructure funds, and family offices Diligence management, data room development, and transaction coordination Infrastructure & Proprietary Deal Flow: Direct sourcing through electrical contractors and steel fabrication networks Early identification of data center, grid, and utility-scale infrastructure projects Market intelligence driven by supply chain visibility and field-level activity Core Focus: Energy Infrastructure | Renewable Energy | Distributed Generation | Utility-Scale Deal Origination | M&A | Portfolio Acquisitions | Capital Structuring Real Asset Investing | Cash-Flowing Infrastructure | Platform Buildout

  • Senior Vice President of Global Sales at Cellular Realty Solutions
    Jan 2024 - Jun 2026 · 2 yrs 6 mos

    Key Responsibilities: Strategic Prospecting: Identifying and engaging with commercial real estate owners, property managers, and REITs to uncover opportunities where their cellular assets, such as rooftop towers, DAS systems, and antenna leases, can be optimized for higher ROI. Value Assessment: Educating property owners about the hidden potential in their cellular infrastructure, including unused or underperforming leases, and offering actionable strategies to unlock their full earning potential. Customized Solutions: Collaborating with property stakeholders to structure innovative agreements, including lease optimization, carrier negotiations, and new site development, ensuring maximum financial and operational benefits. Market Insights: Leveraging industry knowledge and market trends to position Cellular Realty Solutions as the go-to partner for wireless asset management in the commercial real estate sector. Relationship Building: Establishing long-term partnerships with building owners by delivering measurable results and ensuring transparency throughout every stage of the engagement. How We Help Commercial Real Estate Owners: Maximizing Revenue: We analyze and renegotiate existing cellular lease agreements, ensuring owners receive fair market value and terms that reflect current market conditions. New Income Opportunities: We identify underutilized spaces, such as rooftops, parking garages, or unused land, and work with carriers to establish new cellular installations that generate recurring income. Operational Efficiency: We help streamline wireless infrastructure management by consolidating multiple leases and improving site agreements to minimize administrative burden. Property Value Enhancement: Improved cellular coverage and optimized agreements not only increase revenue but also enhance tenant satisfaction and the overall marketability of the building.

  • Commercial Real Estate Broker at Keller Williams Commercial
    Apr 2022 - Jan 2026 · 3 yrs 10 mos

    Responsible for the end-to-end management of deals for the sale of commercial properties, ensuring a positive client experience Act as the main point of contact between property owners and prospective buyers to ensure a fair dealing for all parties Assist landlords in promoting their properties for sale, and offer advice to interested buyers Negotiate and prepare relevant paperwork (contracts, deeds, leases, etc.) prior to the sale of a commercial property Perform comparative market analysis to accurately value commercial properties Conduct research on the local market and stay up-to-date on industry trendsAdvise clients in the development and execution of their individualized real estate investment strategies Formulate thoughtful analyses of clients' properties, including broker opinions of value (BOV), market comparables, and research Prepare marketing materials for exclusive property listings and promote to qualified buyers Prospect new client relationships, and network with other industry professionals Negotiate exclusive listing agreements, and purchase and sales agreements Prepare and manage documentation and internal databases to ensure most up-to-date property and client information is on record Participate in best-in-class training and ongoing skills-development workshops Partner closely with other members of staff to ensure knowledge sharing and cross-team collaboration Focused on building local firm from regional to national and ultimately international.

  • VP Project and Business Development at CRG Development & Construction
    Oct 2019 - Dec 2021 · 2 yrs 3 mos