David Lee is a managing director in the firm’s Transaction Opinions practice and is based in the New York office. David has ten years of experience executing fairness and solvency opinions and valuations for mergers and acquisitions, private placements and recapitalization transactions. He has advised companies, boards of directors, corporate counsel, trustees and shareholders in a variety of public and private company transactions, including take-privates, leveraged buyouts, asset sales, reverse mergers, tender offers, related-party transactions, spin-offs, capital raises, recapitalizations and ESOP transactions.

David’s clients represent a broad range of industries including real estate, software, healthcare, aerospace and defense, consumer products, consumer retail, telecommunications, media, technology and manufacturing.

David received his MBA in finance from the Fordham Graduate School of Business and BS in finance from Penn State University. He holds the Financial Industry Regulatory Authority Series 7 and 63 licenses and David also holds the Chartered Financial Analyst (CFA) designation.

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Corporate Finance

Comprehensive support throughout mergers and acquisitions and other corporate finance transactions.

Corporate Finance

M&A Advisory

Middle-market M&A advisory differentiated by industry expertise and superior execution.

M&A Advisory
Purchase Price Allocation (PPA)

Financial Sponsor Group

Dedicated coverage and access to M&A deal-flow for financial sponsors.

Financial Sponsor Group
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Transaction Advisory Services

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Transaction Advisory Services
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Private Capital Markets

Senior, subordinated and mezzanine debt and venture/private equity for a wide range of transactions.

Private Capital Markets

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2021 European Goodwill Impairment Study: An Overview

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North American Industry Market Multiples (As of September 30, 2021)

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European Industry Market Multiples (As of September 30, 2021)

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