Director, Transaction Advisory Services
David is a director in the Transaction Advisory Services group at Aprio with approximately 20 years of audit, merger and acquisition due diligence and valuation experience. Prior to joining Aprio, he was a member of Ernst and Young’s Transaction Advisory Services practice from December 2005 through January 2019.
During his career, David has assisted private equity and strategic clients in domestic and international merger and acquisition transactions. In his capacity as a director in Aprio’s Transaction Advisory Services practice, David’s primary responsibilities include assisting clients with performing buy-side and sell-side due diligence, transaction closing assistance and post-close integration assistance, including valuation, synergy realization and capital structure alignment. Further, David provides valuation services for financial reporting, M&A, restructuring, tax documentation purposes as well as estate planning and litigation support.
David’s primary industry focuses are industrial products, manufacturing, technology, chemicals, distribution, retail and consumer products and healthcare. He has worked on transactions varying in size from $25 million to approximately $15 billion. His significant experience serving domestic and multinational companies ensures that the right solutions are brought to each project in order to facilitate a timely and well-integrated transaction process. Further David’s post-close experience has assisted client’s in achieving the maximum returns on their investment.
In addition, David’s work as a member of Ernst and Young’s corporate development team has exposed him to the same challenges and obstacles his client’s encounter on a day-to-day basis.
David is a graduate of Indiana University with a Bachelor of Science in Business majoring in Accounting and Finance. He also has a Masters in Business Administration from Washington University. David is a certified public accountant in Georgia and Missouri as well as a Chartered Financial Analyst and a Member of the Royal Institute of Chartered Surveyors.