Mary Josephs

Founder and CEO / Verit Advisors LLC

Mary is the Founder & CEO of Verit Advisors®, a specialized middle market investment banking firm. Ms. Josephs is a nationally recognized leader with more than 30 years of experience with ESOPS as a specialized solution-oriented succession and liquidity transaction for middle market companies. She has advised, structured and closed more than 300 financings and advisory projects for middle market companies representing more than $7 billion in senior credit and nearly $30 billion in enterprise value.


Thoughtful Strategies to Avoid Panic Capital Planning, Valuation, Legal & Fiduciary, and Governance