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
