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David Jorgenson

David Jorgenson

Chief Executive Officer

New York, USA

During David's 20 year career as technology consultant and investment banker, he has advised business owners, shareholders, boardrooms and C-level executives on every aspect of growth and value realization.

Value to clients

David is expert at every aspect of corporate financial advisory, from valuation, strategic financial advisory, public and private equity and debt financing, exit planning, M&A strategy and execution.

  • Significant experience “in the trenches” of sellside execution
  • Adept at planning a long-term strategy to a liquidity event
  • Experienced with every creative avenue to finding the right structure to get a deal closed
  • Never loses sight of real client goals during a process

Experience

David began his career growing networking and internet consulting companies in the mid 1990’s, which provided him valuable experience in client service and project management.

After his MBA, Finance at Duke University, David joined Robert W. Baird in Chicago. While at Baird, David provided M&A and corporate finance advisory services to professional services, outsourced business services and technology companies up to $2.0 billion in value.

Other things about David

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

DEALS

ACE (International development consulting)-Aecom
SOLD TO
Aecom
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Aecom
Aecom
Blue Sky (Training & management development)
SOLD TO
Capita
Capita
Capita
GIA (Market research consulting)
SOLD TO
M-Brain
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M-Brain
M-Brain
Integrc (SAP GRC consulting)
SOLD TO
EY
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EY
EY
Bourne Business Consulting (Property tax advisory)
SOLD TO
LECG Corporation
LECG Corporation
LECG Corporation
GL Hearn (Property consulting)
SOLD TO
Capita
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Capita
Capita
Internet Advantage NL (Digital services)
SOLD TO
NetBooster SA
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NetBooster SA
NetBooster SA
Crossbridge (Management consulting)
SOLD TO
Synechron
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Synechron
Synechron
Catalyst Development (Financial markets advisory)
SOLD TO
Abeam
Abeam
Abeam
Noah Consulting (IT strategy and analytics)
SOLD TO
Infosys
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Infosys
Infosys
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