John serves as a Managing Director of the firm, managing client transactions, leading business development initiatives and providing leadership for the team.
He leverages his technical and business experiences to identify and advise companies contemplating ownership transition through a sale, acquisition, or management buyout. He has a proven track record of delivering creative and innovative solutions to lower middle market businesses, with a focus on entrepreneurs and closely-held family enterprises.
He joined EdgePoint in 2006 from Merrill Lynch. There, John was a Senior Commercial Finance Manager, a role in which he managed a team that delivered of a wide range of financial solutions to over 1,800 financial advisors and their clients in a five state region. Before joining Merrill Lynch, John was a Senior Vice President at KeyCorp where he provided ownership transition consulting services to over 600 closely-held family businesses and entrepreneurs. He subsequently provided investment banking services (acquisitions/divestitures) to private and publicly-owned middle market companies. In addition, John spent 9 years in public accounting as a tax and business consulting professional with Ernst & Young and Skoda Minotti Reeves & Co.
John earned his Bachelor’s degree in History from Youngstown State University, and subsequently earned his Juris Doctor degree from Cleveland State University. He is also a CPA (Inactive) and maintains the FINRA Series 7, 24, 63, 65, and 79 licenses.
John is currently an active member of several community and professional organizations including the Ohio State Bar Association, Cleveland Metropolitan Bar Association, and the Ohio Society of Certified Public Accountants. John has participated as a speaker and contributor to a number of professional educational seminars. He is also an active board member and Investment Committee Chair for Notre Dame Schools, is the board chair for The Endowment Fund Inc., in Youngstown, Ohio, and is an Executive Council Member at Prevent Blindness Northeast Ohio Chapter. Formerly, he was also a member of Attorneys for Family-held Enterprises. Outside of work, John resides in Mentor with his wife and three children, and in his spare time enjoys reading and collecting sports memorabilia.