David Traversi

Partner
Financial Services, Manufacturing, Professional Services, Real Estate, Real Estate and Construction, Technology
“The highest form that civilization can reach is a seamless web of deserved trust — not much procedure, just totally reliable people correctly trusting one another.” (Charlie Munger)

About David

David Traversi, with 35 years of experience as a chief executive, entrepreneur, M&A advisor/investment banker, strategic advisor, executive coach, executive team builder, and investment fund manager, provides state-of-the-art strategic advisory and sell-side M&A advisory services to a national clientele.  David draws on his talent for quickly assessing highly complex situations, distilling challenges to their essence, and leading teams to achieve impactful solutions.

Client Results

  • As President of an NYSE-listed financial services company, led analysis of alternatives and operational overhaul, and managed company’s sale at 230% higher than at hire.
  • As CEO, raised $26MM to launch a company to become largest digital processor of prepaid telecom products and achieved third-year annual revenue of over $300MM.
  • As President of a commercial real estate bridge lender, developed necessary team, culture, and systems to attract over $1.5B in global institutional funding.

Areas of
Engagement

  • Sell Side Exit Prep
  • Board and Governance
  • Leadership
  • Firm Strategy and Positioning
  • Capital Structure
  • Capital Raise
  • Restructure and Turnaround

Talk to David Today!