Josh Cohen, President & Founder, Managing Partner
Josh Cohen, born in Pittsburgh, Pennsylvania and graduating from Pennsylvania State University in 2009 during what was said to be the most catastrophic Oil driven recession in history, started his career at PwC. Josh was fortunate to grow and develop his knowledge and underwriting capabilities in the Oil & Gas E&P sector through his advisory work with PDC Energy (NASDAQ:PDCE), and was part of the team that advised PDC Energy through their successful LLP partnership buyback campaign and associated 144-A public debt issuances. Shortly after his advisory engagement, Josh entered into Private Equity, first as a CFO to a construction company. Through a Partner and Platform first approach to business and relationships, Josh has been fortunate enough to advise on over $3.0B in executed debt and equity transactions over the course of his career.
Notable Transactions prior to founding Controlled Development Partners:
Advised on over $3.0B Capital restructurings inclusive of public debt exchanges, 144-A debt issuances, private equity / private debt raises and restructurings, private debt-to-equity conversions, early-to-late Series round financing.
Vice Media, the fastest growing privately owned Media company in the world, engaged directly by the Board of Directors, CEO & CFO as the Capital Adviser to structure and negotiate the Company’s $450M equity investment made by TPG in Q2 of 2017.
PDC Energy (Nasdaq: PDCE) Partnership Buyback program resulting in the successful valuation and acquisition of over 11 LLPs, including the company's capital campaign raising over $250M through 144A public Debt and Equity issuance
National Grid (NYSE: NGG) appointed external capital advisor to the company's capital campaign raising over $1.0B through 144A public Debt issuance and complete Board & C-Suite restructuring International Resource Partners merger with James River Coal Company, including the company's capital campaign raising over $500M through 144A public Debt and Equity issuance
GlaxoSmithKline global divestiture of Advantage Brands for $700M
Brandon staub, Co-Founder, Managing Partner, head of capital markets & Clean Energy
Brandon started his career at Controlled Capital in 2021 and quickly became an integral part of the Controlled team. Prior to joining Controlled, Brandon first started his career in the political and public policy, working for election teams supporting candidates for public office. Brandon then transitioned his career into finance as a means to better help his community. He saw that by helping companies raise the capital they needed to grow, it would provide a more hands on approach to creating jobs, investing in innovation, and increasing the standard of living for all.
Brandon’s role has increased steadily over time and is now involved in all aspects of the company and deal cycles. From sourcing deals to financial analysis, valuation, and due diligence to business development, marketing, and investor relations – there is not an aspect of our work that he doesn’t touch. He has a knack for connecting the right investors to the right scenarios, while establishing personal relationships with all sides. Our investor base has grown exponentially with Brandon leading the charge.
Brandon holds a bachelor's degree from Michigan State University and majored in economics.