As Managing Director of Advisory Services at Krass Monroe, P.A., David offers strategic and financial guidance to businesses engaged in complex financial transactions including:

• Mergers and acquisitions

• Corporate capitalizations

• Restructures

• Divestitures

• Buy-side/sell-side due diligence

• Business valuation

• Debt and equity financing

 A proven corporate advisor, David provides leadership by assisting clients with business opportunity assessment, strategic planning and deployment, transaction valuation and structure, and quantitative analysis. David is a former entrepreneur and offers a successful record of over 20 years in investment, executive financial management, business development and exit strategy execution combined with 5 years of financial services corporate experience.

David has developed, financed, and led retail, restaurant, real estate, entertainment, technology and financial services projects in the private and public markets. His private equity clients have included firms aggregating over $2.0 billion in assets under management, and he has advised on more than $1.6 billion in small and middle-market transactions.

Prior to joining the firm, David served as financial advisor to the principals of a multi-billion dollar family office investing in real estate and multi-unit retail.  He also served as President and Chief Operating Officer of Discovery Technologies, Inc., a small-cap public multi-unit franchise restaurant development company that he founded and managed.  He also worked in various strategic financial management capacities within leading corporations including Dell, Inc., Applied Materials, Inc., and Bank of America Corp.

David received his MBA from Baylor University’s Hankamer School of Business in 1989, attending on full academic scholarship, and a Bachelor of Science in Economics - International Trade from Texas Tech University in 1987.