John is President of ComStock Advisors. As President, John is actively involved in client engagements while managing ComStock’s operations. John has 25 years of experience in investment banking, valuations, and corporate finance.
Prior to joining ComStock in 2013, John served as a managing director of an investment banking practice. John advised closely held companies regarding securities’ valuations and designing, financing, and executing transactions using employee stock ownership plans (ESOPs). He also worked with the boards of companies to assess their strategic alternatives, advised on mergers & acquisitions, provided fairness and solvency opinions for corporate transactions, and consulting services to mature ESOP companies. Prior to this John spent nine years with a boutique financial advisory and investment banking firm servicing closely held companies principally involving ESOPs.
John is a frequent author and speaker regarding ESOP valuations, designing ESOP transactions, and understanding the impact of an ESOP’s repurchase obligation. John co-authored the Solvency Opinions chapter of the Handbook of Advanced Business Valuations (McGraw-Hill, 2000).
John holds a MS in Finance from the Charles H. Kellstadt Graduate School of Business at DePaul University and earned his BBA from Loyola University Chicago. John is a member of the ESOP Association and a past member and currently associate member of its Valuation Advisory Committee; ESOP S Corporations of America (ESCA); and, the Business Valuation Association.