Partner
Current
Jul 2024 - Present
AeroLeads people directory · profile
John Mcleod Email & Phone Number
Small Business Investor | Acquisitions & Growth Advisor
at
Shoreline Strategy Partners
1 work email found
@stifel.com
2 phones found area 312 and 212
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Small Business Investor | Acquisitions & Growth Advisor
Location
New York, United States
Who is John Mcleod? Overview
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Quick answer
John Mcleod is listed as Small Business Investor | Acquisitions & Growth Advisor at Shoreline Strategy Partners, based in New York, United States. AeroLeads shows a work email signal at stifel.com, phone signal with area code 312, 212, and a matched LinkedIn profile for John Mcleod.
John Mcleod previously worked as Partner at Shoreline Strategy Partners and IB Director - Stifel at Stifel Financial Corp.. John Mcleod studied at Benedictine High School.
Company email context
Email format at Shoreline Strategy Partners
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{last}{first_initial}@stifel.com
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AeroLeads found 1 current-domain work email signal for John Mcleod. Compare company email patterns before reaching out.
Profile bio
About John Mcleod
I’m a partner at Shoreline Strategy Partners, where we acquire and scale small businesses in service-related industries. We focus on businesses with strong brands and consistent operating histories. My extensive background in M&A and strategic advisory, combined with my partner’s operational leadership, allows us to enhance operational efficiency, improve financial performance, and drive strategic growth. Together, we work closely with business owners to ensure a successful outcome and smooth transition, while giving them peace of mind that their business is in capable hands.In addition to my work at Shoreline, I provide advisory services to small businesses, family offices, and financial sponsors. With 11+ years of investment banking experience, I support clients with M&A, operational improvements, and financial analysis to help them achieve their strategic goals. I’m passionate about applying my expertise to deliver customized, hands-on solutions that address each client’s unique challenges and opportunities.
Listed skills include Financial Modeling, Financial Analysis, Risk Management, Finance, and 28 others.
Current workplace
John Mcleod's current company
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11 roles
John Mcleod work experience
A career timeline built from the work history available for this profile.
Ib Director - Stifel
Feb 2021 - Oct 2024
Vice President
Jul 2018 - Feb 2021
Vice President
Apr 2018 - Jul 2018
Associate
Mar 2017 - Apr 2018
Associate
Jun 2015 - Mar 2017
Investment Banking Associate
Jan 2014 - Jun 2015
Analyst
Jan 2013 - Dec 2013
Associate Equity Analyst
• Performed “sell-side” analysis with emphasis on Aerospace & Defense companies ranging from $1 billion to $50 billion in market capitalization. • Compiled research reports through in-depth financial analysis of SEC filings, company documents, and interviews with company management. • Built, Maintained and updated financial models to reflect changes in assumptions, forecasts and guidance.• Developed and maintained company specific databases within excel to improve financial data accessibility and organization in model analyses • Completed Training The Street, a professional training program that provides specific training to equity research and investment banking professionals. The week-long course consisted of extensive coursework and training on Public Comparable Analysis, Foundations of Financial Modeling, Core Financial Modeling, Discounted Cash Flow Analysis, Weighted Average Cost of Capital Analysis, and Leveraged Buyout Analysis.FINRA Registrations: Series 86, 87, 7 & 63
Nov 2011 - Dec 2012
Mis Analyst
Jan 2009 - Nov 2011
Investment Advisor
Thompson Davis Asset Management
Nov 2007 - Jan 2009
3 education records
John Mcleod education
Education record
Benedictine High School
Bachelor Of Science, Business
Virginia Commonwealth University
Master Of Science, Business
Virginia Commonwealth University - School Of Business
FAQ
Frequently asked questions about John Mcleod
Quick answers generated from the profile data available on this page.
What company does John Mcleod work for?
John Mcleod works for Shoreline Strategy Partners.
What is John Mcleod's role at Shoreline Strategy Partners?
John Mcleod is listed as Small Business Investor | Acquisitions & Growth Advisor at Shoreline Strategy Partners.
What is John Mcleod's email address?
AeroLeads has found 1 work email signal at @stifel.com for John Mcleod at Shoreline Strategy Partners.
What is John Mcleod's phone number?
AeroLeads has found 2 phone signal(s) with area code 312, 212 for John Mcleod at Shoreline Strategy Partners.
Where is John Mcleod based?
John Mcleod is based in New York, United States while working with Shoreline Strategy Partners.
What companies has John Mcleod worked for?
John Mcleod has worked for Shoreline Strategy Partners, Stifel Financial Corp., Mizuho, Ziegler, and Cary Street Partners.
How can I contact John Mcleod?
You can use AeroLeads to view verified contact signals for John Mcleod at Shoreline Strategy Partners, including work email, phone, and LinkedIn data when available.
What schools did John Mcleod attend?
John Mcleod studied at Benedictine High School.
What skills is John Mcleod known for?
John Mcleod is listed with skills including Financial Modeling, Financial Analysis, Risk Management, Finance, Vba, Equity Valuation, Sql, and Asset Management.
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