Joshua Proctor

Joshua Proctor

Private Equity Intern @ Oak Tree Industries, LLC

About

Interested in investing, private equity, investment banking, venture capital, real estate and all things finance. Actively managing personal stock portfolio for 5+ years. Experience in government and administration at local and federal levels. Critical thinker, proactive, and able to work with a team successfully in a fast-paced and challenging environment.

Country

United States

City

Atlanta Metropolitan Area

Industry

Financial Services

Skill

Equity Research, Private Equity Funding, Principal Investing, Private Equity, Private Investment, Mergers & Acquisitions (M&A), Bloomberg Terminal, Microsoft PowerPoint, Commodity Markets, Foreign Exchange (FX) Trading, Financial Markets, Financial Analysis, Corporate Real Estate, Valuation, Investment Research, Public Speaking, Corporate Development, Acquisitions, Underwriting, Strategic Sourcing

Experience

Oak Tree Industries, LLC

Private Equity Intern

Oak Tree Industries, LLC

LinkedIn
2025-8 - Present · 1 yr 2 mos

Atlanta, Georgia, United States

• Developing an AI-driven database of target companies to enhance deal sourcing efficiency and creating a proprietary scoring methodology to assess buyout receptivity • Coordinating end-to-end deal execution with receptive targets, including due diligence, valuation analysis, and preparation of transaction materials

Blue Pool Capital

Summer Analyst

Blue Pool Capital

LinkedIn
2025-7 - 2025-8 · 2 mos

Hong Kong, Hong Kong SAR

Consolidated Communities Group

MHP Analyst

Consolidated Communities Group

2025-2 - 2025-5 · 4 mos

• Sources and evaluates acquisition opportunities in the manufactured housing sector to drive corporate growth. • Originated 20+ acquisition targets while actively participating in educational workshops and supporting deal meetings. • Led and managed 6+ interns to drive intern team performance which resulted in an increased deal pipeline. • Developed a comprehensive nationwide target property list by leveraging databases and AI, streamlining research and improving company-wide operational efficiency. • Reviewed and analyzed over 15+ Offering Memorandums to support founder in evaluating and prioritizing deal flow.

Project Destined

Global Real Estate Investments Intern

Project Destined

LinkedIn
2024-11 - 2024-12 · 2 mos
Project Destined

Commercial Real Estate Fundamentals Certificate Program

Project Destined

LinkedIn
2024-10 - 2024-10 · 1 mo
Ag + Open Space Committee

Committee Member

Ag + Open Space Committee

2023-1 - 2024-7 · 1 yr 7 mos

Santa Rosa, California, United States

• Articulately discussed, defended and proposed new ideas effectively: annual budget proposal, agriculture business development program rules, project funding proposal reviews • Assisted in allocating over 50 million in taxpayer dollars and resources efficiently • Developed marketing for 3+ outreach campaigns with staff i.e. ideas for making materials accessible, understandable and interactive for targeted landowner audience

Congressman Mike Thompson’s Office

Congressional Intern

Congressman Mike Thompson’s Office

2023-7 - 2023-8 · 2 mos

Santa Rosa, California, United States

• Coordinated with 3 senior staffers on 3+ planning events and other administrative duties: answering constituent calls, inputting constituent opinions, communicating constituent needs • Wrote memos, responses, and other official documents to communicate government policy • Communicated with 25+ constituents, 2+ business leaders, and 3+ coworkers that resulted in increased knowledge and transparency with important connections

Sonoma Academy

Marketing Intern

Sonoma Academy

LinkedIn
2021-8 - 2021-12 · 5 mos

Santa Rosa, California, United States

• Utilized opportunities, learned from alumni business leaders: how they overcame challenges, identified untapped markets, found ways to meet needs within those markets • Collaborated in creating 15+ concepts for promotional materials such as social media posts and digital advertisements effectively with a team of classmates

Education

Emory University - Goizueta Business School

Emory University - Goizueta Business School

LinkedIn

Finance, General

2025-6 - 2028-5 · 3 yrs
Saint Mary's College of California

Saint Mary's College of California

LinkedIn

Finance, General

2024-8 - 2025-5 · 10 mos
Sonoma Academy

Sonoma Academy

LinkedIn
2020-8 - 2024-5 · 3 yrs 10 mos

Joshua Proctor's Contact Information

Email

******@***.com

Phone

(**) *** ****

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