Josh Moses

"I love this job because I live by three rules: do your homework, put people first, and keep your sense of humor. Keep to those, and banking is a joy. I'm thrilled to have the opportunity to win together."

Josh Moses

Managing Director


  • Kellogg School of Management, Northwestern University – MBA, analytical finance; University of Chicago – Bachelor of Arts, History

Professional Credentials

  • FINRA-licensed Representative

Josh serves as a Managing Director in Intrepid’s Software & Services practice and is responsible for transaction sourcing and execution. With more than twenty years of combined technology and banking experience, he brings multiple perspectives to middle-market mergers and acquisitions, capital raises, financings and assessment of the market strategy and positioning of companies in the software sector. His areas of vertical focus include transportation and logistics, payments and fintech, and HCIT.

Prior to becoming an investment banker, Josh supported and sold software in the financial services sector, gaining invaluable experience on both sides of the table. From answering front-line user questions to leading enterprise technology implementations, from calling on the smallest of SMBs to the largest global banks, Josh brings unique perspectives to the SaaS marketplace.

Prior to joining Intrepid, he served as Managing Director at Vaquero Capital, where he led the Chicago office and was responsible for sourcing and leading middle-market software transactions. Josh began his banking career at William Blair and continued gaining significant experience in M&A and capital markets at Lincoln International and First Analysis Securities Corp. in Chicago.   He has completed several billion dollars in transactions involving software and technology businesses.

Josh is a native Chicagoan held hostage to midwest winters by the pleas of his wife and two children who believe, with meager justification, that the change of seasons is good for the soul. He coaches baseball and softball, dabbles with playing the guitar, reads too many books, and can debate pizzas as well as launch timing.