About
Managing Director who started as Principal, involved in originating and executing new investments. Previously a Director at KeyBanc Capital Markets and roles at Jefferies and Bear Stearns.
Experience
- Heartwood PartnersManaging Directorcurrent2024 β present
- Heartwood PartnersPrincipalcurrent2019 β presentCleveland, Ohio
- KeyBanc Capital MarketsDirector2014 β 2019Cleveland, OH
- Jefferies & CompanySr. Vice President2008 β 2014
- Bear StearnsVice President2002 β 2008
- Dignity HealthManager, Special Situations1997 β 2000
- MedimetrixAnalyst1995 β 1997Cleveland. OH
Education
- UCLA Anderson School of ManagementMBA2000 β 2002
- Middlebury CollegeBA, History1990 β 1994
Skills & more
Strategy2Valuation4Capital Markets4Equities4Financial Modeling2Fixed Income2Mergers & Acquisitions3IPO1LBO2Due Diligence3Corporate Finance2Business Development2
+5 more
Corporate DevelopmentEquity Capital MarketsPrivate EquityIndustrial SectorIndustrial DistributionFrom John's professional profile.
Same school
Also attended UCLA Anderson School of Management181
David Clark GuillermoInvestments at Impact America FundDana MoralyPartner; Chief Financial & Administrative Officer at March Capital PartnersJed LeidheiserPartner at March Capital PartnersShahin FarshchiPartner at Lux CapitalJennifer SavagePartner at Illuminate VenturesAlbert WangSenior Director at Qualcomm Ventures
+ 175 more
Also attended Middlebury College97
Alex FinkelsteinInvestor at Spark CapitalJeff DoranInvestor at Spark CapitalTrevor KienzleInvestor at Correlation VenturesUrvashi BarooahPartner at Redpoint VenturesJason BrookePrincipal at Sapphire VenturesBriehan BurkeGeneral Partner at Keen Venture Partners
+ 91 more
Shared employers
Also worked at KeyBanc Capital Markets17
Patrick MeenanGeneral Partner at Arthur VenturesPJ MarshInvestor at Sorenson VenturesFred CummingsFounder, President, Portfolio Manager at BTECH CONSORTIUMCraig CimoroniHead of Business Development and Investor Relations at BTECH CONSORTIUMMichael BartlettSenior Research Analyst at BTECH CONSORTIUMTodd FowlerDirector at Autotech Ventures
+ 11 more
Also worked at Jefferies & Company130
Jake StormDeal Partner at Felicis VenturesSteve AbbottPartner, Capital Markets at Sapphire VenturesMatthew StoneCOO at FJ LabsJoanne ChenInvestor at Foundation CapitalBrett BrowmanInvestor at Khosla VenturesBen WirzFounding Partner at Brighteye Ventures
+ 124 more
Also worked at Dignity Health2
Colleagues at Heartwood
Adams Robinson
Associate at Heartwood
Aidan Schraff
Associate at Heartwood
Andrea V. Nelson
Managing Director at Heartwood
Berat Rifati
Chief Financial Officer & Chief Compliance Officer at Heartwood
Brian Chung
Vice President at Heartwood
Brian Fitzgerald
Chairman Emeritus at Heartwood
Casey Gordon
Executive Assistant at Heartwood
David Levesque
Assistant Controller at Heartwood
































