JOHN BAUTISTA

background

John Bautista has over 25 years of experience in finance and strategy with an emphasis on business valuation, business interests,  securities, and intangible assets for transaction, tax, financial reporting, and other strategic purposes.

He has extensive experience in transaction advisory services associated with mergers and acquisitions (fairness opinions and purchase price allocations), carve-outs and divestitures, private equity, and restructuring transactions, and he is actively involved in business valuation and other financial advisory matters.

John is a candidate for the Level III Chartered Financial Analyst designation of the CFA Institute. He passed the Series 7, 63, and 79 General Securities Representative Examinations administered by the Financial Industry Regulatory Authority.

Certifications

• Accredited Senior Appraiser (ASA)