Joshua R. Potter

Josh leads KPMG’s TMT due diligence practice, and is responsible for leading buy-side and sell-side transaction services, including due diligence assistance (financial, tax, IT, commercial operation, integration), transaction structuring, accounting advisory, agreement vetting, and post close assistance.

He has fifteen years of experience serving private equity firms and high growth technology companies across the firm’s Seattle, San Francisco and Denver offices.

Professional and industry experience

Josh has advised on over 200 transactions on both the buy-side and sell-side, with a focus on technology (including enterprise software, hardware, and IT services).

He brings a commercial approach to due diligence and deal execution efforts, with a focus on both immediate deal impacts and downstream risks/opportunities that impact deal thesis and operational plans. He has deep experience leading cross-functional teams to deliver successful client outcomes on complex carve-out and cross-border transactions.

Past advisory engagements have involved:

• Deployment of KPMG’s proprietary data & analytics platform in competitive buy- and sell-side M&A engagements to drive increased levels of conviction in deal theses and underlying value creation opportunities available to future owners;
• Sell side assistance resulting in enhanced deal value and speed / efficiency in bidder due diligence processes;
• Assessment of risks and opportunities in management’s projections methodologies and assumptions;
• Recommendations for risk mitigation and value preservation through creative deal structuring alternatives and transaction agreement mechanics; and
• Identification of post-closing value creation opportunities and assistance in executing against those opportunities in conjunction with KPMG strategy and operational specialists.