David Gotlieb Bio

David Gotlieb focuses on transforming complex business challenges into strategic opportunities for closely held companies across the Upper Midwest. For over 30 years, he has guided clients through high-stakes transactions, ranging from $50 million deals to billion-dollar transactions for emerging and established companies alike. David's entrepreneurial mindset and financial acumen set him apart, qualities that often result in his ability to craft solutions that align seamlessly with his client's business objectives and enhance their market position. This unique approach to legal counsel frequently results in tangible benefits for David's clients. By immersing himself in their business realities, he develops actionable plans that not only achieve legal goals, but also can bolster his clients’ reputations and brands. His commitment to understanding the full scope of each engagement – from financial implications to market dynamics – ensures that his strategies are grounded in sound legal theory and commercially advantageous. David's diverse clientele spans industries such as hedge funds, manufacturing, insurance, real estate, and retail. This broad exposure enhances his ability to provide nuanced, industry-specific counsel. David’s financial background as a Certified Public Accountant (CPA) equips him with a keen understanding of profitability metrics, risk assessment, and return on investment – critical factors in any business decision. David's reputation has led to invitations to serve on client boards of directors, underscoring the trust he builds with those he serves. His experience in the U.S. Senate, where he served as legal counsel and a principal aide on tax and business matters, adds a unique legislative perspective to his practice, further enriching the counsel he provides to his clients.