John is a senior executive responsible for maximizing shareholder value through an increasing valuation. He advises the CEO regarding major decisions about the strategy of the Company’s holdings as well as capital allocations into new investments. He heads the financial modeling department, generating crucial financial data for key company decisions and creating models for potential customers to quantify the economic benefits of partnering with the Company. John joined the Company in early 2022.
Before his tenure here, from 2019 to 2022, he served as the Managing Director of the Transaction Advisory practice at Whitley Penn, a public audit and accounting firm, where he analyzed quality of earnings, working capital needs, and other financial/operational information for investment transactions. He primarily worked with private equity firms, family offices, and investment bankers to facilitate M&A transactions on both the buy-side and the sell-side. Typical transaction sizes ranged from $5M to $1.5B.
Prior to Whitley Penn, he founded and managed Oden Partners, offering due diligence for private equity transactions and serving as the CFO for client portfolio companies in the artificial intelligence, insurance, and midstream energy sectors. He also created financial models that launched now-successful companies in home health care as well as proprietary polymer resin manufacturing for 3D printing.
John holds an MBA in Finance from Southern Methodist University and a Bachelor of Arts in Philosophy from the University of Michigan, where he was also ranked 11th in the country at intercollegiate debate. He achieved the rank of Eagle Scout from the Boy Scouts of America.