John Herubin

John joined EdgePoint in 2006 and works with middle market business owners to clarify transition options and assist in the execution and completion of these strategies. In addition, John leverages his technical and business experiences to deliver creative and innovative solutions to business owners. John has a proven track record of completing complex transactions and delivering successful results to his clients. Prior to joining EdgePoint, John was with Merrill Lynchs Global Bank Group as a Commercial Finance Manager. In this role he managed a team of professionals that coordinated the delivery of corporate finance, merger & acquisition advisory, commercial real estate finance, cash management and investment solutions to approximately 1,800 financial advisors and their clients in the Great Lakes region. Prior to joining Merrill Lynch, John was a Senior Vice President at KeyCorp. John provided investment banking services throughout the Great Lakes Region and was focused on serving privately owned, middle market companies with acquisitions, divestitures, and financial advisory services. In addition, John worked with more than 600 privately-held and family-owned middle market companies to develop and implement business succession plans designed to accomplish the overall goals and objectives of the business owners. John also spent 9 years in public accounting as a tax and business consulting professional with Ernst & Young and Skoda, Minotti, Reeves & Co. He also holds his Finra Series 7, 63, & 65 licenses. John earned a Bachelors degree in History from Youngstown State University and received his Juris Doctor from Cleveland State University.