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About 


The Founder

Originally from Chicago and now calling Montana home, John Davis is a results-oriented leader, with significant experience  in the financial services/consulting industries. He has a proven track record of success in banking, consulting, debt capital markets, client-investor management, capital raising, credit analysis, corporate finance, project management, influencing, coaching and mentoring others as well as professional and community leadership. 

A gauge of the value I bring is the cross-functional insight that comes from my unique exposure to the following:

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  • Small to Large Cap Businesses

  • Banking / Capital Markets / Investment Services

  • Speciality Retail

  • Manufacturing

  • Gaming / Lodging / Hospitality

  • Legal

  • Not-for-Profits

Education:

DePaul University, MBA Finance, with Distinction

Indiana University, BA

Relevant Past Experience:

Bank of America

Merrill Lynch

Deloitte Consulting​

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