David has completed over $25 billion of M&A and capital markets transactions over a 15+ year career with leading firms like Accenture and Jefferies and completed numerous research, diligence, and finance projects as an independent consultant. Recently, he’s helped a blockchain tech startup scale up from seven contractors to a staff of 80. David joined Toptal to help clients with strategic transactions, process improvement, and project management.
Oversaw the scaling of a financial technology marketplace enabling asset-backed lending for blockchain and distributed ledger technology assets such as cryptocurrencies.
Drove all the aspects of finance and administration infrastructure creation. Was responsible for accounting regulation compliance, audit work, financial reports, HR/payroll/benefits, asset management, treasury, insurance, partnership development, and capital markets activities.
Managed a $200 million balance sheet, this included owning the treasury management, cash flow forecasting and financial statement creation; currently completing company’s first accounting audit and tax filings.
Built an accounting and finance team of six from the ground up.
Established first-time policies and procedures for accounting, controls, tax, transfer pricing, and insurance and expense management.
Produced accurate burn rate forecasts and growth projections which streamlined the reporting cycle times by 80%.
Supported $50 million of annual membership sales with related P&L management and sales targeting.
Focus areas: Capital Budgeting, Management Accounting, Growth Capital Raising, P&L Forecasting, Audit Management, Hedging
Lead Consultant | Chief Financial Officer
2015 - 2017
Oversaw 15+ business planning, investment, and fundraising projects.
Managed and was responsible for the market research, industry analysis, due diligence, scorecard development, modeling, forecasting, proposals, and project management.
Derived market rates and engineered pricing tool for the owner of 100 wireless towers which enabled a 125% valuation uplift.
Authored a self-storage industry report which was completed 20% ahead of schedule and aided a $4 million facility buildout.
Researched and formulated s client telecom sector investment scorecard which enabled a $200 million acquisition.
Spearheaded the RFP development for industrial IoT company which reduced annual connectivity costs by 40%.
Estimated the flow share and growth which supported a PE firm’s bid for a 20% stake in an African telecom operator.
Advised 20 startups and angel stage companies which fueled numerous fundings over a 12-month period.
Focus areas: Mergers & Acquisitions (M&A), Market Research, Finance Strategy, External Financial Reporting, Due Dilligence, Capital Markets, Valuation
Vice President, Corporate Development
2014 - 2015
Oversaw the M&A and integration planningnas well as capital markets transactions. Responsible for supporting financial reporting and accounting/audits, investor relations, board meetings, and special projects from executives.
Managed up to four direct and indirect reports and external professionals.
Completed debt issuances—refinancing and issuing $4 billion in debt and saving ~$200 million in annual interest expenses.
Drove equity issuances which brought to fruition a $450 million initial public offering and $600 million follow-on.
Drove a large-scale M&A which completed $675 million acquisition and bridge loan for Latisys, a data center company.
Solely ran smaller M&A and completed a $51 million acquisition of Ideatek, a Kansas-based fiber company.
Sourced M&A opportunities and drove acquisition pipeline—compiling actionable list of 30 targets.