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EXECUTIVE PROFILE
Key achievements:
Highly experienced professional working with several hundred closely-held business owners during the past 25 years within corporate investment and middle-market merger and acquisition disciplines.
Co-founder of three startup financial services companies serving the private business, legal/ accounting and independent banking communities.
Experienced facilitator of business owner exit strategies executing plan objectives in concert with their trusted legal and financial advisors.
John's business career embodies a number of professional skills in directing the operational and capitalization affairs of his earlier businesses, and in support of several hundred closely-held business clients. His accumulated knowledge base and experiences in formulating and executing business ownership change and exit strategies brings a unique value-added capability to Allegiance Capital's middle-market clients.
He was a founding principal for the development and implementation of the original NASDAQ over-the-counter stock market trading and subsequent national municipal bond market information systems. His hands on trial and error entrepreneurial experiences there manifested considerable expertise in assisting private business owner merger and acquisition, and related wealth preservation transactions. | 