Bio
David helps owner-led businesses in industries undergoing consolidation turn ambition into executable strategy. He works alongside business owners, management teams, investors and in-house counsel through acquisitions, capital raises, ownership transitions, restructurings, exits and other transformative business events.
David has particular experience advising registered investment advisers, insurance agencies, healthcare businesses and other companies in these consolidating markets. He helps clients build the governance, ownership and capital structures that support growth through acquisition. Whether preparing for a first acquisition, executing a buy-and-build strategy or positioning a business for institutional investment or an eventual exit, David provides practical legal counsel aligned with his clients' long-term objectives.
Because he serves as a long-term advisor to many of his clients, often across multiple transactions and ownership stages, David approaches each transaction as one step in a broader trajectory rather than an isolated legal event. His experience representing clients both before and after closing helps him anticipate issues, develop practical solutions and navigate challenges as they arise.
