Philadelphia: 215.569.1660

Josh Kleinjan

Josh Kleinjan is a consultant specializing in financial analysis and modeling, transaction execution, identifying operational issues, liquidity management, pre/post-merger integration and business plan development. Josh has experience in growing, underperforming, and distressed situations in industries including technology, healthcare, real estate, energy, and manufacturing.

Most recently, Josh developed monthly management reporting including enterprise key performance indicators delivered to the executive team and financial sponsor of a previously non-for-profit clinical engineering services provider to hospitals, and separately, a release of information healthcare company. In another recent engagement, Josh worked with a cashless payment processor to close a strategic add-on acquisition. He prepared a three-year board approved business plan that included developing proforma financial projections, analyzing buy vs. build scenarios, and identifying cross-selling opportunities and synergies.

Prior to joining Walker Nell, Josh evaluated and executed private equity transactions with Inverness Graham Investments.  In addition to board reporting and covenant compliance for portfolio companies, Josh built valuation models, worked with lenders to determine the optimal capital structure, conducted industry research, and prepared investment committee materials. Josh has also worked on numerous other Restructuring and Advisory engagements with Alvarez and Marsal, Castlegate Capital, and PwC. In another example, he developed a business plan and amended debt covenants for a distressed manufacturer. The same company he assisted through a CFO transition, developed KPIs, implemented cost cutting initiatives, and discontinued an unprofitable product. Other engagements have included cash forecasting for a coal mine, windup of a fuel cell manufacturer, and business plan development for a pipeline construction contractor.


Josh holds a Bachelor of Business Administration in Finance and Accounting from Temple University, graduating Cum Laude.  He is also a Certified Public Accountant.