John Boulware

Experience

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  Coastal Physician Group, Inc.

  Jan 1995 - Jan 1996

  Financial Analyst, Corporate Development Group

  Coastal Physician Group, Inc. is one of the largest publicly-traded physician practice management companies in the U.S. and provides a broad range of health care and administrative services to physicians, hospitals, employers, managed care programs and other health care providers.

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  Townsend Frew & Co.

  Jan 1996 - Jan 2000

  Associate

  Boutique investment bank serving the healthcare services industry. Born from the corpdev group of Coastal Physician Group in 1996.

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  Wells Fargo Advisors

  Jan 2001 - Jan 2001

  Summer Intern

  Mergers & Acquisitions Group

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  Trident Securities

  Jan 2002 - Jan 2004

  Associate

  Full-service investment banking firm dedicated to serving community banks & thrifts.

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  McColl Partners

  Jan 2004 - Jan 2006

  Associate

  An investment bank that provides services to middle-market companies and financial institutions. McColl Partners advises clients in three primary areas: Mergers and Acquisitions (M&A), Private Capital Formation and Valuation Assignments.

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  Morgan Keegan & Company

  Jan 2006 - Jan 2010

  First Vice President, Financial Institutions Group

  Providing M&A, valuation, capital formation and strategic advisory services to community banks and other financial services companies in the southeast U.S.

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  Community Capital Advisors, Inc.

  Jan 2011 - Jan 2015

  Senior Vice President

  Providing M&A, valuation, capital formation and strategic advisory services to community banks, specialty finance firms and other financial services companies.

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  The Todd Organization

  Jan 2015 - Sept 2022

  Senior Consultant

  The Todd Organization is dedicated to creating financial security for talented people and the companies they build. Much of our work focuses on helping companies "fill the gaps" when it comes to executive benefits to deliver financial security to senior management and key employees. The Todd Organization focuses on the design and administration of executive benefit plans to include non-qualified deferred compensation, profit sharing, and supplemental executive retirement plans (SERPs). In addition we offer benefit funding solutions and tax-managed investment strategies to include corporate-owned life insurance (COLI & BOLI). Our firm also provides financial planning and asset management services for executives. Show less

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  M Benefit Solutions

  Sept 2022 - now

  Director of Business Development

  Providing clients with technical and consulting support in all aspects of executive benefits and non-qualified plans, including prospect qualification, plan design, funding strategies, communications and implementation.