David is a Principal in the Brown Smith Wallace Transaction Advisory and Litigation Support Services practice. He has more than 15 years of experience in strategic, analytical and financial roles. His experience includes managing and executing acquisitions, advising on tax-efficient structuring and compliance, and monitoring equity investments. He has also been responsible for day-to-day CFO functions including debt structuring, bank compliance, financial reporting and treasury management.
Prior to joining Brown Smith Wallace, David served as a VP of Investments and CFO for a St. Louis-based family office, where he managed the controlling and non-controlling investments of the firm’s sole fund. David joined the office in 2010 to effectuate and accelerate their newly adopted acquisition strategy. Over eight years, the fund closed six acquisitions that allowed them to diversify their revenue streams across multiple industries, sectors, product lines, end users and service-types. During that time, David also formalized the M&A process, restructured legal entities, decentralized day-to-day operational management of the portfolio companies, and completed a management buyout of existing shareholders.
David spent the first six years of his career in the Industry Services Group tax practice at PricewaterhouseCoopers and Emerson’s Corporate Tax group in St. Louis, MO.
David is a Certified Public Accountant and a Certified Exit Planning Advisor®, as well as a member of the Exit Planning Institute. He received a Master of Accounting from Saint Louis University and a Bachelor of Finance & Economics from the University of Missouri-Columbia.
- SBA Issues Second Interim Final Rule – Clarification of Partnership Filings, Individuals with Self-Employment Income and Affiliation Rules04.15.2020
- GoToWebinar, 04.08.2021
- Online/Live Webinar, 01.06.2021
- LIVE WEBINAR: M&A Update: PPP Loan Change in Ownership Guidance and COVID-19 Impacts on Due DiligenceGoToWebinar, 11.04.2020
- Online/Live Webinar, 05.21.2020
- Online, 04.28.2020
- Online/Live Webinar, 04.03.2020
Exit Planning Institute (EPI)
Saint Louis University
University of Missouri-Columbia