Josh is the Partner in charge of the Complex Financial Reporting group of Opportune LLP, including oversight of the firm’s Denver and Tulsa offices. Josh has 20 years of experience in providing clients across the energy spectrum with technical research, capital markets and SEC reporting assistance. Josh and his team of over 30 professionals have led all financial statement and disclosure aspects of the Capital Markets process for dozens of IPOs, reverse mergers (de-SPAC transactions), and debt and equity private placements within the upstream, midstream, oilfield services and power sectors. In addition, he assists over 100 clients across many industries annually with researching, concluding, and reporting for the most complex transactions affecting their businesses. Prior to joining Opportune, Josh worked in the audit and global energy markets department with Deloitte & Touche, where he managed the audits of regulated gas and electric utilities, independent power producers, and energy trading entities.
Josh currently serves as an Independent Director of U.S. Energy Development Corporation, a private direct investment upstream operating company located in Arlington, Texas. In addition, Josh currently serves as Treasurer on the board of directors for Houston Producers Forum. He has previously served on the board of directors as Audit Committee Chairman of JP Energy (MLP), Trans Energy, and Voyager Oil & Gas. Specifically, as the Lead Independent Director of Trans Energy, Josh initiated and led the company’s successful restructuring and ultimate sale to EQT – a transaction recognized by the M&A Advisor as a winner for the 2017 M&A Deal of the Year ($100MM-$200MM).
Outside of Opportune, Josh has been involved in several community and school activities. Josh currently serves on his alma mater’s Executive Committee of the McCombs Energy Initiative at the University of Texas at Austin, the Executive Leadership Team (former Co-Chair) of the American Heart Association’s Paul “Bear” Bryant Award honoring college football’s Coach of the Year, and the Advisory Committee of the AICPA/PDI Oil & Gas Conference. Josh is also a past Board Member and Audit Chair of the Literacy Council of Fort Bend County.