John has played a key role in the success of Capstone, Strategic, Inc. (Capstone) since 1996. The firm focuses on helping companies grow successfully through proactive strategic growth programs. Capstone has particular expertise in assisting in acquisitions of closely-held not-for-sale businesses and has completed over US$1 billion in transactions. John leads Capstone’s client engagement teams and operations while advising clients on strategic external growth (acquisitions, investments, and partnerships).

John’s financial services experience includes the credit union market, primarily supporting CUSO growth. Clients have included: PSCU, PureIT, Wescom Resources Group (WRG), Member Driven Technology (MDT), OnApproach, Janusea, Nuvision Credit Union, Bonifii, CURise, Verve, Netgiver, BAFS, LenderClose, Great Lakes Credit Union, RenoFI, and South Carolina Financial Solutions. In addition, the Capstone team has worked with Credit Union and CUSO leaders and board members on strategic direction, due diligence training, market and prospect evaluation, valuation, and the prioritization of growth initiatives.

John’s background also includes credit assessment and loan recommendations with the Export-Import Bank of the United States, The Americas Division, where he honed his international banking and finance skills. As Director of a trade association and as the Co-Administrator of a healthcare insurance fund, John focused on accounting and operational efficiencies for profit and not-for-profit entities. He gained additional consulting experience while attending the Institute of European Studies in Vienna, Austria.

John has taught thousands of executives about external growth topics, focusing on proactive growth, mergers and acquisitions, and business valuation. He has presented to a number of executive organizations including the National Association of Credit Union Service Organizations (NACUSO), NAFCU, VIZO, the Virginia Economic Development Partnership (VEDP), the National Center for Continuing Education (NCCE), numerous credit union leagues, CU Conferences, and the American Management Association (AMA). His expertise in the field of M&A has been published in a number of media outlets including CUbroadcast, CUInsight, and the Business Journals.  

John received his Master of Business Administration from the McDonough School of Business at Georgetown University and his Bachelor of Science in Business Administration from Bucknell University. He is a Chartered Financial Analyst (CFA), member of the Washington Society of Investment Analysts, past Treasurer of Bucknell’s alumni board, high school sports announcer, and the founder of an investment partnership.