CPA, CM&AA, CVA, CEPA, CGMA. MBA | M&A Director
Dave has ten years of experience in areas of Consulting and Investment Banking, during which, he has advised middle-market clients in areas of M&A, Debt and Equity Issuance, Recapitalization, ESOPs, Strategic Planning, Pricing and Budgeting, Risk Management, Compliance with regulations set forth by DCAA, SBA, and lending institutions, Establishment of Strong Internal Control Policies and Procedures in regards to Financial Reporting, Management Consulting, and Growth and Profitability Maximization.
During his banking tenure, Dave has successfully structured over 100 financing transactions, ranging from $1M to $300M primarily in the Government, Defense, & Aerospace industry.
He has used his expertise in Financial & Management Accounting, DCAA Regulations and FAR Accounting , expertise in all major Accounting Systems, Job Costing & Financial Modeling, Budgeting & Forecasting, and Tax strategies to help turnaround several unprofitable and stagnant companies into financially successful organizations.
Dave’s motivation in founding BusinessWise CFO, a Fiducial Company and BusinessWise Capital was his strong desire to provide sophisticated strategic, financial, and accounting advisory services to middle-market clients. Under Dave’s leadership, BusinessWise CFO, a Fiducial Company has become one of the fastest growing outsourced financial and accounting services firm in the DC metro area.
Dave is fluent in over seven languages and has worked or lived in nine countries.