Dave evaluates corporate investment opportunities at a lower middle-market private equity fund. He has in-depth experience in building valuation, operating and merger models, and performing complex ad-hoc analysis. Prior to his current role, Dave raised debt and equity as an advisor at Merrill Lynch and as a partner of a credit fund. As a freelancer, he enjoys helping a wider variety of clients.
Built a valuation football field and the underlying financial models for a "carve-out" acquisition from a $15-billion publicly-traded company. Stand-alone costs were a significant component of analysis to include: P&C insurance, workers comp and other HR-related expenses, management hires, and transaction costs.
Performed financial analysis and corporate diligence for an $80 million merger to include transaction structure and scenario planning. Built the merger model from scratch.
Assisted in fundraising efforts through TAM and other related marketing analysis, as well as presentation construction.
Evaluated middle market investment opportunities for potential acquisition and prepared investment committee memos for senior leadership.
Focus areas: Due Diligence, Financial Modeling, Scenario Analysis, Forecasting, Valuation
2019 - PRESENT
Greenhill & Co.
Built integrated three-statement financial models with complex functionality for a variety of businesses that were used for financial projections, valuation analysis, and prospective acquisitions.
Developed detailed management presentations based on underlying financial models to address Fortune 100 senior leadership teams.
Constructed valuation models using various analyses including discounted cash flow, leveraged buyout, and precedent transaction, used across the industrial, technology, and media industries, including in Gannett's (NYSE: GCI) potential sale to New Media (NYSE: NEWM) for ~$2 billion.
Distilled requirements, developed project workstreams and managed client deliverables as a senior member of an advanced analytics team.
Built complex analytical models for the senior leadership team of a $4 billion organization which included optimization, forecasting, and reporting.
Provided direct strategic decision support using detailed management presentations backed by intuitive, repeatable analytics and tools.
Focus areas: Business Intelligence, Financial Modeling, Data Analysis, Pricing Analysis, Cost Reduction & Optimization, Financial Data Analysis
2016 - 2017
Charleston Capital Management
Served as the portfolio manager for Drift Credit Opportunities Fund, LP.
Structured and built an IRR calculator and financial model for a $50 million SPV to invest in credit instruments.
Modeled an opportunity to buy a specialty finance company.
Built a risk-management tool to model discounted cash flows of the fund's credit investments.
Managed and was responsible for business development, portfolio analytics, and investment analysis.
Focus areas: Mergers & Acquisitions, Portfolio Analysis, Financial Modeling, Data Analysis, Comparable Company Analysis, Capital Structure Analysis
Senior Portfolio Advisor | Financial Advisor
2012 - 2016
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Oversaw a combined $280 million in assets comprised of stocks, bonds, real estate, private equity, and other liquid and illiquid investments.
Managed complex financial planning processes from requirements gathering to portfolio construction and execution. Financial plans generally included asset and liability management, cash flow planning and estate planning.
Prepared and presented detailed financial presentations to businesses and executives including the senior leadership team of a ~$100 million company; quarterly presentations included historical performance, financial projections, potential tax complications, and suggested solutions and actions for risk management.