John Cooper

Researcher
DISC Type : Cs

Managing Director at Equiteq

Charlotte Metro, United States

Overview

John Cooper is a Managing Director at Equiteq with over 15 years of experience in M&A and capital raising, specializing in the knowledge economy. Leveraging his education from Clemson University and past roles as an equity analyst, he advises entrepreneurs on complex transactions. People who have worked with him describe him as valuable and supportive.

While his personal hobbies are not publicly detailed, he maintains connections to his alma maters, Clemson University and Boston University. This suggests an appreciation for both the New England and Southeastern US regions, and he may be involved with their respective alumni networks.

He recently played a key role advising Optimus SBR on its successful sell-side transaction with Alaris Equity Partners.

Personality Overview

Process Focused

Perfectionist

Self-Disciplined

They do not like taking risks at all and go for proven options in the end.  They tend to be clear about their needs and limitations and are unlikely to promise too much. Being observant comes to them naturally.

Topics They Care About

Knowledge Economy M&A
As a Managing Director at Equiteq, his career is focused on advising technology and consulting firms on mergers and acquisitions.
Sell-Side Advisory
He recently facilitated the successful sale of Optimus SBR to Alaris Equity Partners, showcasing his expertise in representing sellers.
Financial Analysis
His background as a Senior Financial Analyst and Senior Equity Analyst indicates a deep skill set in valuation and financial reporting.

Media Appearances

John has no verified media appearances

Work History

4-2024
Managing Director at Equiteq
10-2014 - 11-2023
Partner at 7 Mile Advisors
5-2013 - 10-2014
Senior Financial Analyst - Americas at NewMarket Corporation
7-2007 - 4-2013
Senior Equity Analyst at BB&T Capital Markets

Education

2002 - 2006
Bachelor of Science (BS) from Clemson University
2004 - 2005
Business Administration and Management from Boston University

More Information

Social Presence :

Prographics :

Exp : 18 Location : Charlotte Metro, United States Job Level : Mid-senior Designation : Managing Director at Equiteq
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Insights For Selling To John

During A Call Or A Meeting

DO's

  • When following up with them, expect slowness; use questions to engage them, preferably over email.
  • Share a one-off customer success story but keeps the focus on highlighting objective, numerical results
  • Use a presentation with information before getting into a live product walkthrough

DONT's

  • Avoid emotional and informal language, stay objective and to the point instead
  • Don’t overhype the product/pitch, keep it measured
  • Don't ask them to move fast, let them take their time and digest all the information

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with John is

  • Low-risk, adoption by others are very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from John

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will John move?

  • They do not like to rush and therefore can be quite slow in their decision-making.
  • Can John take some risk or not?

  • They have little risk-appetite and prefer to take measured decisions.

You And John

Personality Compatibility


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