Josh Lipper
Investment Analyst
Incoming Investment Analyst
Orix Growth Capital
Since June 2023
- Orix Growth Capital is a Venture Debt and Equity group, investing in primarily technology SAAS companies in their early to middle stages of funding.
Valuation Intern
RSM
June 2022
to August 2022
- Valued companies upward of $10 million each using various methods including discounted cash flow, market multiples, and weighted average return on assets.
Corporate Development Intern
Credent Wealth Management
June 2021
to September 2021
- Cold called prospective financial advisors with the goal of connecting them with a company director to convince them to merge with the company.
Majors in Business Fellows, Finance, Accounting, Marketing. 3.7 Cumulative GPA, 3.88 Major GPA
Passed Level I CFA exam in August 2022, currently studying for the Level II exam to be taken in May 2023.
- Experience financial modeling in most recent internship, as well as in the financial modeling class offered by Baylor University.
- Completed 14 hours of computer sciences courses in the Baylor Computer Science Department.
