Managing Partner
David has been a member of the firm since inception and has been practicing in public accounting for 30 years. As the head of the firm’s Transaction Advisory Group, he regularly advises his clients on the sale of their businesses, as well as mergers, acquisitions, and joint ventures. David’s skillset is valuable throughout all stages of the transaction process, and through early involvement he is able to help maximize the financial results for his clients. His tactical approach to buyer and seller due diligence enables a smooth transaction process, with a focus on facilitating a well-organized transition for both sides. He also frequently speaks and writes on these topics and hosts transaction related seminars and workshops.
David also heads up the firm’s Insurance Industry Practice Group. He has extensive experience in both the M&A transactional side of the industry and the operational side as well. He has had several operational CFO roles and has been a team leader in numerous M&A transactions within the Insurance Industry.
Areas of Expertise
Tax | Consulting | Business Planning & Analytics | Transaction Advisory | Investment Banking
Industry Specialties
Distribution | Insurance | Life Sciences | Professional Services | Technology
Fun Fact
David's bucket list includes speaking in front of an audience of 1,000 people.
Education and Licenses
Suffolk University – BSBA
Bentley College – Masters of Science in Taxation (MST)
Columbia Business School – M&A certificate program
Certified Public Accountant – Florida and Massachusetts (CPA)
FINRA Series 63 and 79 Registered Representative
Professional Associations
American Institute of Certified Public Accountants
Massachusetts Society of Certified Public Accountants
Connect with Dave!
