Joshua Pearl
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Joshua Pearl

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Joshua Pearl is the Founder and Chief Investment Officer of Shaker Square Advisors. He focuses on equity investments and special situations utilizing a fundamentals-based approach, primarily in the technology/media/telecommunications (TMT), industrials, infrastructure, business services, and consumer sectors. He also founded and served as CIO of Hickory Lane Capital Management, an equity long/short manager.

Previously, Mr. Pearl worked as a Managing Director and Partner at Brahman Capital for nearly a decade. Before entering investment management, he worked as an investment banker at UBS Investment Bank, Moelis & Company, and Deutsche Bank. In these roles, he focused on high yield financings, leveraged buyouts, restructurings, mergers & acquisitions, activism, and board advisory. He worked on some of the largest and most complex bankruptcies in history, including General Motors and Chrysler.

Mr. Pearl has demystified many of the tools and techniques used in investment banking and investing by co-authoring several books, including Investment Banking: Valuation, LBOs, M&A, and IPOs and The Little Book of Investing Like the Pros: Five Steps for Picking Stocks.

Mr. Pearl has frequently been profiled by media outlets, including CNBC, Institutional Investor, AlphaWeek, Bloomberg Markets, Newsmax, The UK Telegraph, The Charles Mizrahi Show, The Princeton Financier, and Harvard College Investment Magazine. He has corporate partnerships with Nasdaq, the leading U.S. exchange and technology provider for IPOs and new listings; global law firm Latham & Watkins, the #1 IPO adviser and #1 public M&A adviser; Datasite, the #1 provider in M&A lifecycle software, and Altrum, the global leader in custom deal toys and financial tombstones.

Mr. Pearl earned his Bachelor of Science in Business from Indiana University's Kelley School of Business in 2003. He grew up in Cleveland, Ohio, and currently resides in New York, New York.
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