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Sometimes, you need a little extra help to take the next step on your journey to making your business vision a reality. Depending on your situation, David may be the strategic investor you need to bring an idea to life, tackle a new market, or expand your operation.

If appropriate, David will work closely with you to create a strong financial framework that will enable your business to thrive, while providing experience-informed strategic direction as it grows.

Consider Investment Criteria

Consider Investment Criteria

David’s past investments have been in businesses at different stages of their evolution, from startups in the “product concept” stage who are working to commercialize an idea or technology to more established organizations with experienced executive managers who are planning to scale or recapitalize an existing business.

Key drivers of investment success are:

  • Investing for organic growth
  • Ensuring operational efficiency
  • Securing top-quality management teams
  • Driving growth through acquisition
  • Optimizing capital structures

Typically, investments are in organizations that are in their early development life cycle, with particular emphasis on areas where a significant contribution can be made to the growth of the business and/or equity value.

Investments focus primarily on opportunities in which an equity or quasi-equity (convertible debt) investment can be made. Debt financing (secured or subordinated), venture loans, bridge loans, or other forms of non-equity capital are not considered.

Get the Management
Advisory Services You Need

David’s hands-on approach is focused on one thing only — your success.

Regardless of the business challenge you are facing, David works with you every step of the way to develop and execute plans based on your unique business situation, so you can resolve the issue you are facing and get back to managing your business profitably.

Let’s Talk

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