Josh C. Smith, CFA
Managing Partner
Josh Smith is a Managing Partner and member of the investment committee at LaurelCrest Partners, based in Toronto. Josh has more than 25 years of experience in sales, wealth management and corporate finance, with specific experience executing investments and M&A transactions in the healthcare services, business services and technology sectors. Prior to joining LaurelCrest Partners, Josh spent 15 years as an M&A professional with BMO Capital Markets, where he was most recently Managing Director and Head of Healthcare M&A based out of New York. Josh’s M&A career included advising on successful transaction totally more than $50 billion across both the public and private spheres, with particular focus on the North American Healthcare Services, Canadian Real Estate, Energy Infrastructure and Mining sectors. Josh started his career in investing and wealth management with AIM Trimark (now Invesco) after studying economics and electrical engineering at Queens University. Josh is also a CFA charterholder.