David brings twenty years of hands-on merger and acquisition experience to entrepreneurs of small to mid-sized companies.  David has helped many businesses prepare for mergers and / or acquisitions on both sides of the transaction - David’s expertise was developed over many years as the Chief Operating Officer for and Board member of several businesses in the marketing services, financial services and technology verticals.  David is crystal clear on what it takes to effectively prepare for either being acquired or for preparing to acquire another business and managing the due diligence process and subsequent integration challenges that accompany any merger or acquisition, no matter the size.

Some examples of David’s merger & acquisition expertise for small to mid-sized companies are:

• The Confidential Information Memorandum aka “The Book” – In order to properly prepare for a merger or acquisition, a business leader must understand the process of not only developing a book but also how to decipher the contents of a book that you receive from a potential acquisition candidate – David has worked alongside many investment bankers as the person on the inside leading efforts to organize, collect and maintain all of the information that is used to develop a book – this process is very time consuming and unless it is effectively managed, entrepreneurs can get side-tracked from the critical day-to-day aspects of managing their business
• Due Diligence Information aka “ The Data Room” – Efficiently finding, organizing and maintaining all of the information required to either be acquired, to merge or to acquire another business takes many years of experience which is exactly what David offers his clients – David has led many efforts to organize the data rooms for transactions which his companies executed, ranging from $10 million in value to over $200 million in value
• Post Merger / Acquisition Integration – Many business experts say that the hardest aspect of merging, being acquired or acquiring a business is the post transaction integration process – David’s hands-on experience leading many efforts to integrate businesses post transaction is proven, scalable and reference-able.