David brings more than 30 years of broad business experience, with a concentration in serving private equity firms and providing support to the office of the CFO. David has deep experience working with executive teams conducting commercial and financial due diligence, raising debt and equity capital, structuring and negotiating transactions, and advising on integration and post-transaction operational support. David has led more than 400 domestic and international transactions for private equity funds and strategic clients. Select clients on past transactions include Nautic Partners, Sun Capital, Avista Capital, Advent, HIG, Goldman Sachs PIA, Citicorp Venture Capital, Siemens, Philips Electronics, News Corporation, and GE Capital.

David’s skills include buy-side and sell-side transaction support, post-acquisition integration, office of the CFO support, financial and business transformation, and exit and IPO readiness. Before joining CFGI, David was a Transaction Advisory Partner with KPMG and an Accounting Advisory Partner with EY. After spending more than 35 years in public accounting, David was a CFO for a privately held military and student housing developer where he led financial reporting, finance, capital markets, treasury, and tax teams consisting of 48 employees, supporting a $600 million revenue business consisting of 32 partnerships and more than 50 financial reporting entities.

David holds a Bachelor of Science in Business Administration-Accounting from the University of Rhode Island, a Master of Science in Taxation from Bryant University, and is a licensed CPA in Rhode Island and Massachusetts.