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John D. Guzzo
John D. Guzzo
Managing Director

John Guzzo is a Managing Director of Berkery Noyes, specializing in the Financial Technology & Services group. He joined Berkery Noyes in 2005 and previously spent eleven years in investment banking and financial services at Giuliani Capital Advisors (formerly Ernst & Young Corporate Finance) and Ernst & Young. In addition to his investment banking background, John has also performed tax due diligence and structuring of merger and acquisition transactions within the Financial Services industry. He has worked on over 80 M&A transactions during his career, representing more than $3 billion in value.

During his tenure at Berkery Noyes, John has worked on several notable transactions, including:

  • LoyaltyExpress' investment from New Capital Partners;
  • Service 1st Valuation and Settlement Services' sale to Require Holdings, a portfolio company of L2 Capital;
  • HousingWire's sale to Riomar Capital;
  • EPIC Real Estate Solutions' sale to Mortgage Contracting Services (MCS);
  • Cogent Road's sale to Chronos Solutions;
  • Southwest Financial Services Ltd.'s sale to Solidifi;
  • Cash Cycle Solutions' (CSS) sale to Business Ink;
  • AllRegs' sale to Ellie Mae;
  • Source Technologies's sale to StoneCalibre and Datamax-O'Neil;
  • Venture Encoding's sale to Taylor Corporation;
  • The investment in Mortgage Cadence by Monitor Clipper Partners;
  • Tradeware Global's sale to SS&C Technologies;
  • Need to Know News' sale to the Deutsche Borse Stock Exchange;
  • Versa Systems's sale to Iron Data;
  • UpToDate's sale to Wolters Kluwer;
  • Princeton Media Associates' sale to HMP Communications and NACCME;
  • HCPro Holdings, Inc.'s sale to Halyard Capital;
  • The Gordian Group's sale to The Wicks Group;
  • The sale of CenterWatch/NEIRB, a division of Thomson Healthcare, to Jobson Medical; 
  • HMP Communications's sale to Alta Communications; 
  • The recapitalization of Asset Control by Fidelity Ventures; 
  • The sale of Endeavor Information Systems Inc., a division of Reed Elsevier, to Francisco Partners; 
  • The Teaching Company's sale to Brentwood Associates; and 
  • The divestiture of a division of Standex International sold in three parts, including a publisher, direct marketer and retailer.


In 2012, John was selected as a winner of The M&A Advisor’s 40 Under 40 Award, a highly competitive distinction bestowed upon accomplished leaders in the investment banking community. He is also frequently featured in the press and has published articles in leading trade journals such as Mortgage Banking Magazine, HousingWire, and Waters Technology Magazine.

John is a Certified Public Accountant and received his MBA from Columbia Business School.

In the News
28
Jun
2017
New Capital Partners has made an undisclosed investment in Woburn, Massachusetts-based LoyaltyExpress, a provider of marketing automation and cloud-based CRM solutions for mortgage companies and banks. Berkery Noyes advised LoyaltyExpress on the transaction.
10
Mar
2017
According to a byline article in Mortgage Compliance Magazine by Managing Director John Guzzo, there continues to be a rapid shift in the marketplace to meet regulatory compliance policies.
08
Mar
2016
Mortgage Contracting Services (MCS), a nationwide provider of property preservation, inspections, REO property maintenance, and valuations for the financial services industry headquartered in Plano, Texas, has announced the acquisition of Austin, Texas-based EPIC Real Estate Solutions. Berkery Noyes served as exclusive strategic and financial advisor to EPIC Real Estate Solutions for the transaction, which is expected to close in early March 2016.
08
Mar
2016
Property preservation and inspection, REO property maintenance and valuations company Mortgage Contracting Services announced it is expanding its client offerings by acquiring EPIC Real Estate Solutions. Berkery Noyes served as exclusive strategic and financial advisor to EPIC Real Estate Solutions.
02
Feb
2016
The heavily regulated mortgage environment has caused technology innovation to become a new focal point of many businesses within this space. John Guzzo, Managing Director in the Financial Technology Group at Berkery Noyes sat down with MReport to share his insight on how technology is innovating the mortgage industry.
06
May
2015
Southwest Financial Services Ltd. has been part of downtown Cincinnati for more than 25 years, and now it has a new owner. Berkery Noyes served as an adviser for the acquisition, which continues Solidifi’s rapid growth. The firm has expanded more than 50 percent annually since 2008.
04
May
2015
Solidifi, an independent real estate appraisal management company (AMC), has acquired Southwest Financial Services Ltd., a national, independent provider of outsourced services to home equity lenders. Berkery Noyes was an advisor for the transaction.
22
Dec
2014
Every quarter, investment bank Berkery Noyes compiles an analysis fintech M&A trends. Berkery's managing director John Guzzo shares his insights on trends to look out for in the fintech market next year.
18
Jul
2014
Payments is likely to stay in the forefront of M&A activity as the industry invests in emerging security technology, says John Guzzo, managing director for Berkery Noyes. As companies continue to pursue electronic bill payment and online payments to eliminate paper bills, the payments industry may see more mergers in that space in the future, Guzzo says.
31
Mar
2014
Specialty lenders have become an increasingly common source of funding for private equity-backed deals in the technology and information services space, partly because of the flexibility that they provide, according to John Guzzo, managing director at Berkery Noyes & Co., an investment bank focused on the information and technology industries. Specifically, Mr. Guzzo said he has seen more specialty lenders offer unitranche debt, which combines the senior debt and mezzanine or subordinated debt for a deal all in one package.
25
Jul
2013
"The main catalyst of this deal was acquiring a strong core banking platform and using that to sell other products and solutions to banks," says John Guzzo, a managing director at investment bank Berkery Noyes. "It's really about providing a full product suite and acquiring a business that's going to get them into different markets."
15
Jul
2013
Managing Director John Guzzo recently participated in RGA's podcast series, which gathers insight from leading experts in the Information Industry. In the podcast, John discusses why recurring revenue, scalability, limited customer concentration, EBITDA margin, and growth are some of the key factors that business owners should consider before selling their company.
11
Jun
2013
Private equity firm StoneCalibre has purchased Source Technologies, which provides magnetic ink printers. John Guzzo of Berkery Noyes was Source Technologies’ financial adviser.
11
Jun
2013
StoneCalibre, a private investment firm formed by a former Platinum Equity partner, acquired Source Technologies LLC, an on-demand printer of checks, money orders and other banking documents, from fellow private equity firm Liberty Partners. Berkery Noyes advised Source in the sale to StoneCalibre.
10
Jun
2013
California investment firm StoneCalibre said on Monday that it has acquired Source Technologies from Liberty Partners. Berkery Noyes acted as the financial advisor to Source Technologies for this transaction.
24
Dec
2012
In part two, Managing Director John Guzzo discusses the technological innovation occurring in the mortgage technology sector and the potential impact it might have on future M&A activity.
03
Dec
2012
In a guest blog post for HousingWire, John Guzzo gives his take on some of the key highlights from the Source Media Mortgage Technology Conference.
Testimonials
John Guzzo and Berkery Noyes changed our lives. After many years of casual conversations about the mortgage industry, John thoughtfully approached us with a promising opportunity to share our success story with a highly respected investment firm. The investment firm’s quality and sincerity made us quickly realize the potential of a very bright future. Within months, we successfully entered into an agreement that will dramatically impact the competitive advancement of LoyaltyExpress as well as the peace of mind that comes with personal wealth.
Mary Beth Doyle Founder LoyaltyExpress
John and Jason were professional and effective to the point where I feel as though I’ve made life-long friends. The process unfolded just as they said it would, ending in a successful deal with the right buyer. Without John and his team, our deal would not have happened. Period.
Mark Oliver Founder and President Service 1st Valuation and Settlement Services, Inc.
John and his team were spectacular. They were knowledgeable, efficient and highly skilled in keeping the process moving from the initial gathering of information for the offering memorandum through the final contract negotiations and closing. In particular, they were able to navigate through the diverse personalities and issues that required skilled negotiation and objectivity. I would definitely use them again and highly recommend John and his team.
Cheryl Cox Founder and CEO EPIC Real Estate Solutions, Inc.
We feel extremely lucky to have had John and his team working with us throughout the entire deal process. He and his team fought hard and consistently to help us find the best possible outcome that matched our own objectives for the business. He and his team’s leadership were a critical component that enabled us to succeed, and I can’t recommend him enough – we would definitely work with him again in the future.
Paul Jackson Founder & CEO HousingWire
John Guzzo and his team were a very important component in completing our transaction. John’s professionalism and dedication was continually on display throughout the process. At all times from the beginning to the end, John provided guidance, vision and much valued counsel. I cannot speak highly enough about the value John and his team bring to the table.
Alan Baia Founder & Owner Cogent Road
John Guzzo provided very good and valuable insights and industry knowledge with integrity and transparency. He was spot on in his thought process and advice in providing overall guidance to lead us to a successful outcome. We'd highly recommend John and Berkery Noyes and would definitely work with them in the future if the opportunity presented itself.
Ted Simmonds Chief Financial Officer Business Ink
The commitment, drive and integrity demonstrated by John and his co-workers during the process were, without question, of the highest order. At every step during the process John and his team dug deep into the details, whether it was financial reports, customer analysis or final closing documents, they simply left no stone unturned. John's advice and counsel was invaluable and never once did I believe it was self-serving; he truly had the best interests of our company, the employees and customers as his primary concern.
Jeff Hoerster President AllRegs
I can't speak highly enough about John and his support team at Berkery Noyes. John is immersed in the banking and compliance technology sectors, and it was his persistence and professionalism that steered the sale to a successful conclusion. His integrity and openness made it a pleasure to work with him. We look forward to continuing to enjoy the personal friendship that developed along the way.
Stephen Margrett CEO and Co-Founder The Turning Point
John did a terrific job driving and navigating this deal. It was great working with him and his team.
Michael Fram Managing Director Liberty Partners
Source Technologies, LLC - board member
Our advisor John Guzzo and his team were tireless in their pursuit of this deal. They are seasoned M&A professionals who are extremely knowledgeable of the potential buyers and industry trends. Berkery Noyes provided invaluable guidance and deal support every step of the way, which resulted in a successful transaction and outcome to all parties.
Kenny Hargis CEO and Owner Venture Encoding
“John and his team did an incredible job of maximizing value in a complicated private equity exit. They provided several compelling options to the selling shareholders and ultimately closed a transaction with a strategic buyer. John’s sell-side M&A experience and sage advice helped manage the transaction to a successful close.”
Howard Reba CFO Tradeware Global LLC

The following transactions represent ’s activity in the market. Click on a tombstone to learn more about each transaction. Additional information can be gathered by contacting .

LoyaltyExpress Announces Investment from New Capital Partners to Accelerate Innovation and Growth
L2 Capital Completes Third Add-On Acquisition For ReQuire Holdings Within 13 Months
HousingWire Announces Acquisition by Riomar Capital
Mortgage Contracting Services Expands Product Line with Acquisition of EPIC Real Estate Solutions
Chronos Solutions to Acquire Cutting Edge Mortgage Technology Company Cogent Road
Solidifi Acquires Southwest Financial Services Ltd., One Of The Largest Independent Providers Of Outsourced Services To Home Equity Lenders
Business Ink Acquires Cash Cycle Solutions
Ellie Mae Completes AllRegs Acquisition
StoneCalibre Acquires MICR Secured Print Solutions Provider Source Technologies
Datamax-O'Neil Acquires Source Technologies' Thermal Printer Business to Complement Its Stationary Printer Portfolio
Berkery Noyes Represents Venture Encoding in its Sale to Taylor Corporation
Mortgage Cadence Teams with Investment Partner to Support Growth, Advance Offerings and Further Solidify Leadership Position
Berkery Noyes Advises Tradeware Global Corp. in its Sale to SS&C Technologies, Inc.
Deutsche Börse Acquires US Financial News Service Need To Know News
Wolters Kluwer Completes Its Acquisition of UpToDate
Berkery Noyes Represents Harris Connect, Inc. In Its Sale Agreement With The Wicks Group of Companies, L.L.C.
Berkery Noyes Represents Princeton Media Associates In Its Sale to HMP Communications/Alta Communication
Berkery, Noyes & Co. represents Asset Control in Strategic Transaction with Fidelity Ventures
Berkery, Noyes & Co. represents Elsevier, Inc. in its divestiture of Endeavor Information Systems, Inc.
Berkery, Noyes & Co. represents The Teaching Company in its sale to Brentwood Associates
Berkery, Noyes & Co. completes the third and final Standex International Consumer Group Divestiture
Berkery, Noyes & Co. represents Standex International Corporation in its divestiture of Standard Publishing, LLC to The Wicks Group of Companies, LLC

John D. Guzzo, Managing Director
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