The Rocks, New South Wales, Australia
12+ years of institutional experience across private credit, project finance, and crossborder capital formation, executed $10bn+ in cumulative transactions spanning the UK, US, Australia, Middle East, and Europe, with a $13.7bn+ platform pipeline across 35 coded mandates in 5 regions. Specialising in large-scale renewable energy, digital infrastructure, and critical minerals, with a proven record in structuring senior secured facilities, mezzanine and unitranche credit, and multi-tranche equity syndications. Joshua is recognised for execution certainty, institutional-grade documentation standards, and orchestrating multi-jurisdictional investor groups including SOEs, sovereign wealth entities, private credit funds, and global family offices. He operates as a principal-led Chief, Origination, Risk, Sustainability and Capital Formation lead: Ensuring origination, risk, and capital are treated as a single system. A critical differentiator is risk-led capital formation: deep expertise in ESG risk, technical due diligence coordination, ECA engagement, supply-chain risk, and institutional procurement governance, applied directly into underwriting frameworks, covenant design, and capital stack optimisation.
European alternatives asset manager (London / Dubai / Marbella / Singapore); 14-year track record, USD 1.5bn+ deployed, 32.3% weighted gross IRR (2018–2024) vs. 25% underwriting hurdle, 11% p.a. annualised since 2010. CEO: Richard Hall. Vertically integrated across origination, capital structuring, planning, development and exit; institutional LPs spanning pension funds, sovereign wealth, family offices, and regulated wealth platforms. Key Responsibilities: • Pioneered full-cycle alternatives platform management across origination, structuring, syndication, and exit realisation. • Drove mandate capture and capital formation across Real Assets, Private Credit, and Infrastructure, with emphasis on opportunistic and special-situations structures. • Orchestrate cross-border deal execution (origination through underwriting, capital deployment, and distribution) under institutional governance frameworks and allocator reporting protocols. Achievements: • Originated USD 1.9bn+ multi-sector mandate pipeline (Real Assets, Private Credit, Renewables, Infrastructure; EMEA, Asia, North America); • Established USD 750M+ institutional distribution capacity across eight global strategic bank alliances. • Executed 20+ mandates totaling USD 10bn+ cumulative deal value with 78% mandate-to-close conversion and 10–14 week average close cycle from LOE to funding. • Implemented 35+ institutional governance, diligence, and infrastructure deliverables (MCPs, ESG frameworks, PPMs, DDQs, IC submission packs, data rooms, feasibility and underwriting models) calibrated to FATF, CIMA, FCA, and MAS standards. • Architected institutional allocator network: 50+ institutional lenders and 100+ family offices across EMEA, APAC, Europe, and North America; demonstrated syndication capacity of USD 500M+ per tranche across 8–12 institutional co-investors.
Founding commercial hire; (de facto CCO) AI-driven carbon emissions and supply-chain risk platform. 19 global alliances (Schneider Electric, KPMG, Jacobs Engineering). $1.58T+ procurement data. Global alliance ecosystem across consulting, engineering, and climate-risk partners. Key Responsibilities: • Spearheaded and led front-office go-to-market strategy from formulation, implementation and execution across direct and channel partners. • Constructed and executed strategic business development outbound and inbound commercial models – Enterprise, Strategic Alliances; (White-labelling, Co-Sell, Sell-Through). • Responsible for driving global market expansion through direct-to-enterprise and growth of channel partners across (NA, EMEA, MENA, APAC) in tandem with managing front-office operations. Accomplishments: • Owned revenue P&L; $0 to $5M ARR (~140%+ CAGR), 30+ enterprise logos at ~$150K ACV, NRR >115%, <90-day sales cycle. • Architected three-lane channel model (White-Label / Co-Sell / Sell-Through); closed 19 strategic alliances (Schneider Electric, KPMG, Jacobs): 35–40% channel-sourced ARR, $1.58T+ procurement data, global coverage (NA; EMEA; MENA; APAC). • Authored firm's first Commercial Price Book (4-tier enterprise + 3-tier channel); chaired deal desk; +25% blended ACV. • Built front-office stack from zero; governed $30M+ pipeline at 5x coverage
US-headquartered enterprise supply-chain risk and compliance SaaS platform; 100,000+ contractor network, 500+ enterprise clients globally (Shell, Chevron, BHP, Rio Tinto, Anglo American). Sectors: mining, oil & gas, energy, infrastructure, construction. PE-backed (Welsh, Carson, Anderson & Stowe) growth-stage SaaS. Key Responsibilities: • Owned APAC enterprise pipeline generation and full-cycle deal support across multiple territories in tandem with multiple Field Sales Managers carrying USD 1M individual revenue targets. • Responsible for supporting multiple territories (APAC) in tandem with supporting multiple FSMs. • Operated MEDDPICC and Challenger qualification frameworks across the full sales cycle (discovery to close). • Accurate forecasting and pipeline management (MEDDPICC, Challenger), maintaining 5x pipeline coverage ratio, supporting $1m Revenue FSM Target. • Partnered with FSMs in high-impact demos, providing strategic insights and objection handling to drive engagement. • Supported full sales cycle from discovery to close, ensuring seamless deal progression and new business conversion. Accomplishments: • Top Global Business Development Representative: 12 consecutive months (firm-wide ranking). • 118% of quota attainment; 5x pipeline coverage ratio. • Partnered with FSMs on high-impact enterprise demos, strategic discovery, and objection handling; drove conversion across the full sales cycle into Tier-1 APAC mining, energy and infrastructure operators. • Multi-territory APAC coverage with institutional rigour on forecast accuracy, pipeline hygiene, and deal-progression governance; force-multiplier across the regional FSM bench.
Sydney-headquartered proptech / property management platform serving the Australian SMB landlord and tenant market. Key Responsibilities: • Owned end-to-end SMB sales cycle from inbound qualification to onboarding across the AU residential property base. Accomplishments: • Top Business Development Manager: 7 consecutive months (firm-wide ranking). • Lifted SMB conversion rate by +40% through structured discovery, objection handling, and full-cycle close discipline.
Australian B2C wealth-services and financial advisory firm; client base across wealth creation, SelfManaged Superannuation Fund (SMSF) structuring, and tax minimisation strategies. Key Responsibilities: • Assist clients in the process of Wealth Creation, Self-Managed Pension Funds, Tax Minimisation strategies. • Manage full cycle investment process, and post investor relations. Facilitating quarterly NAV reports. Accomplishments: • Top Business Development Manager: 8 consecutive months (firm-wide ranking). • Lifted client conversion rate by +45% through institutional sales process discipline. • Managed full investment lifecycle from advisory engagement to post-investment relationship management; facilitated quarterly NAV reporting to client base.