David W. Lai

Managing Partner

Calidant Capital LLC

Joined: 2010

Office Phone:

(214) 997-1170


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Bio

David is a Managing Partner of Calidant Capital. Mr. Lai is a private equity investor and entrepreneur with more than 15 years of experience in investing and managing a variety of companies, particularly in the energy services, staffing, and technology sectors. In his career, Mr. Lai has contributed to greater than $1 billion in portfolio debt and equity capital, playing key board level and operational roles in assisting management teams with growth through mergers and acquisitions and deployment of capital. Mr. Lai began his career in middle market corporate finance for what is today JP Morgan Chase & Co. and has been a principal with several family offices in Dallas, Texas. He holds a BBA in quantitative finance from Baylor University and obtained an MBA in finance from Southern Methodist University’s (SMU) Cox School of Business in Dallas, Texas.

Education

Baylor University , Texas,
1 of 44

Cox School of Business - Southern Methodist University , Texas,
1 of 48

Work History

KPMG Corporate Finance LLC

JPMorgan Chase & Co.