David Zafft, CPA, CFA, CPA, CFA   

Transaction Advisory | Advisory Services Partner



Who I work with

My clients include private equity firms, family offices and the CFOs of middle-market businesses in manufacturing and distribution, healthcare, technology, retail/consumer products and industrial products and services. I have significant experience serving domestic and multinational companies, which helps me develop the right solutions for every project and facilitate timely, well-integrated mergers and acquisitions. If you are preparing your business for a pending transaction, we should talk.

My specialty

I specialize in financial and accounting due diligence, business valuation and M&A transaction accounting. I help clients gain a deeper understanding of the businesses they are looking to buy or sell, which includes providing a granular overview of revenue, earnings and cash flow drivers. When I am not working one-on-one with clients, I lead an experienced team that surfaces and overcomes potential transaction hurdles quickly, enabling clients to successfully close deals in a timely manner. Our team delivers industry expertise and senior-level, Big Four experience to middle-market clients at a fee structure that makes sense.

Union Arrow

I focus on delivering results

Earlier in my career, I spent time in a corporate development M&A role. This experience, combined with my 15+ years of transaction advisory experience, has empowered me to execute successful transactions and realize synergies through best practices for managing the consolidated operations post-close.

Unique things about me

I am a certified public accountant (CPA) in Georgia and Missouri, as well as a CFA® charter holder (Chartered Financial Analyst).

I earned my Bachelor of Science in Business in accounting and finance from Indiana University, and my Master of Business Administration from Washington University.

Equipment and accessories for mountain hiking in the wilderness

When I am not at work

I like spending time hiking and camping with my family.

People say I am

Friendly, responsive, and forward-thinking.


Innovative and dedicated