As Chief Financial Officer, John is a senior executive responsible for managing the financial aspects of the Company. He tracks current as well as expected future cash flow, analyzes key performance indicators regarding the Company’s finances, directs the preparation of its financial statements, and oversees all aspects of the Company’s financial success. In addition, he provides strategic recommendations to the other members of the executive management team regarding decisions which may affect the Company’s financial performance. John joined the Company in early 2022.
Prior to joining the Company, from 2019 to 2022, he was 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, a consulting practice conducting due diligence for private equity transactions. A number of his clients managed billions of dollars in assets. At Oden Partners, John also served as the Chief Financial Officer 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.
Before founding Oden Partners, John worked at Transition Capital Partners evaluating acquisition opportunities and presenting his findings to the executive investment committee. He also worked as an Associate at Adjacent Capital, where he created the financial model enabling the firm to raise its first $50M fund.
Prior to returning to school to obtain an MBA in Finance from Southern Methodist University in 2008, John focused on technology related post-merger integration for M&A transactions. During this time, he led software implementations for portfolio companies in the United States, Argentina, Chile, Colombia, and India.
For his undergraduate degree, John attended the University of Michigan where he received a Bachelor of Arts, Philosophy in 2003, and was ranked 11th in the country at intercollegiate debate. Earlier, he earned his Eagle Scout rank from the Boy Scouts of America.