Partner & COO
Joined: 2015
and access,
David has over 30 years of experience in investment banking. He began his career at Morgan Stanley followed by a dozen years at Montgomery Securities and Donaldson Lufkin Jenrette. David then founded, built and sold East Peak Advisors, a leading M&A advisor to emerging technology companies prior to joining DBO in 2015. David has completed well over 100 transactions in his career. David is responsible for developing business, managing relationships, providing strategic advice, and advising on M&A and financing transactions. He is known as a thought leader and hands-on advisor to growth companies and their investors in industries where technology plays a transformative role. Selected transactions at DBO include AGP, Oversight Systems, and ClearStory. David earned a BS in Business Administration from the University of California, Berkeley and a MBA from the Harvard Graduate School of Business. He was a member of the 1984 US Olympic Rowing Team and finished sixth in the pair without coxswain event. David continues racing at the international level today.
The Presidio Group LLC
Morgan Stanley
FBR Capital Markets Corp.