Equiteq logo
  • Capabilities
  • Sector Expertise
    • Technology Services & Outsourcing
    • Management Consulting
    • Engineering Consulting & Services
    • Human Capital Management
    • Enterprise Software
    • Marketing, Communications & Information Services
  • Transactions
  • Resources
    • Insights & News
    • Blog
    • Events
  • Our Team
    • Our Team
    • Careers
  • About
  • Contact Us
BACK TO TEAM
David Jorgenson

David Jorgenson

Chief Executive Officer

New York, USA

David is Chief Executive Officer of Equiteq, bringing over 20 years of experience as both a technology consultant and investment banker. Throughout his career, he has advised business owners, shareholders, boards, and C-level executives on every facet of growth, strategy, and value realization.

Value to clients

David is highly skilled in all aspects of corporate financial advisory, including:

  • Valuation, strategic, and financial advisory
  • Public and private equity and debt financing
  • Exit planning and M&A strategy and execution

He brings a pragmatic, client-first approach to every engagement:

  • Deep sell-side execution experience
  • Long-term strategic thinking toward liquidity events
  • Creative deal structuring to navigate complex transactions
  • Always anchored in his clients’ real-world goals and outcomes

Experience

David began his career in the mid-1990s growing networking and internet consulting firms, gaining firsthand experience in client service, delivery, and operational leadership. After earning his MBA in Finance from Duke University, he joined Robert W. Baird in Chicago, where he provided M&A and corporate finance advisory to companies in professional services, outsourced business services, and technology—working on transactions valued up to $2.0 billion.

Other things about David

  • Registered Investment Banking Representative with FINRA Series 7, 63, and 79 licenses
  • Avid outdoor enthusiast
  • Married with two children

DEALS

Royalty/Software License Compliance
Connor Consulting
STRATEGIC GROWTH PARTNERSHIP
Acacia Group
LEARN MORE
Acacia Group
Acacia Group
Databricks
Lovelytics- Datalytics
ACQUIRED
Datalytics
LEARN MORE
Datalytics
Datalytics
Technology & Data Consulting
The Bridge
SOLD TO
North Highland
LEARN MORE
North Highland
North Highland
Microsoft / Azure
TMC-Haven
RECAPITALIZED BY
Haven Capital Partners
LEARN MORE
Haven Capital Partners
Haven Capital Partners
Healthcare Tech
Focus Solutions-EIR
SOLD TO
EIR Partners
LEARN MORE
EIR Partners
EIR Partners
Software Engineering
RAVL-MML
SOLD TO
MML Capital
LEARN MORE
MML Capital
MML Capital
Salesforce, RevOps
Lane Four
INVESTMENT BY
VSS Capital Partners
LEARN MORE
VSS Capital Partners
VSS Capital Partners
ESG Advisory
Malk Partners
SOLD TO
SLR Consulting
LEARN MORE
SLR Consulting
SLR Consulting
Procurement Consulting
Treya Partners
PLATFORM INVESTMENT BY
VSS Capital Partners
LEARN MORE
VSS Capital Partners
VSS Capital Partners
Anaplan
Tru Consulting (Management Consulting)
RECEIVED INVESTMENT FROM
Superstep Capital
LEARN MORE
Superstep Capital
Superstep Capital
TALK TO EXPERTS

Equiteq logo

Equiteq is the leading global investment bank for the Knowledge Economy.

  • Capabilities
  • Transactions
  • Our Team
  • Careers
  • Contact Us
  • About Us
  • Sectors
  • Technology Services & Outsourcing
  • Management Consulting
  • Engineering Consulting & Services
  • Human Capital Management
  • Enterprise Software
  • Marketing, Communications & Information Services
  • Insights & News
  • Blog
  • Events
  • Privacy Policy
  • |
  • Terms & Conditions
  • |
    Copyright © Equiteq 2025