Having assisted business owners through successful transactions across software and service industries, David has a demonstrated track record of industry knowledge and transactional success. In addition to assisting lower middle market companies complete sell-side M & A transactions, he helps business owners prepare an exit strategy and identify potential acquirers.
His broad sell-side services include initial planning for exit events, valuation analysis, financial statement reviews, discussing available strategic alternatives, and deal structure analysis.
David brings an extensive network of strategic buyers to his private company clients. These buyers include private equity firms, family offices, and public companies actively pursuing a strategic acquisition strategy.
When needed, David can assemble a team of strategic advisors from his network of professional advisors throughout the USA to assist in the sale. These professionals bring the personalized attention and deep experience required by business owners and their management team as they work through the planning process and identify potential buyers for a successful transaction.
David is a licensed California business broker providing a full range of sell-side M&A advisory services to help clients sell and exit their businesses. He works with private companies, family-owned businesses, and entrepreneurs in the software and services industries.
He uses a proven, disciplined approach and tailors the processes to meet client needs. David works closely with you and your management team throughout the sales process, minimizing disruptions to your business and protecting the confidentiality of your plans from customers, suppliers, employees, and competitors.
David understands both the financial and personal aspects of selling a privately owned company. He sold his business to a strategic acquirer back in 2013 and has first-hand knowledge of what it takes to navigate this challenging process successfully.
Before his practice as a lower middle market business broker, David spent time working for large, successful publicly traded companies in Silicon Valley. He’s able to bring the strategic perspective of large companies together with the practical solutions needed by smaller privately-owned companies.
His M&A expertise is combined with deep industry expertise. He helps his clients understand how their company is positioned in the broader market, how financial buyers will likely value the business, and how and when to approach the potential strategic buyers.