David CPA serves as a Senior Principal at CBIZ Private Equity Advisory, where he leverages his extensive experience in operations and strategic consulting to drive value for middle-market private equity firms and their portfolio companies. With a rich background that spans Fortune 500 companies such...
David CPA serves as a Senior Principal at CBIZ Private Equity Advisory, where he leverages his extensive experience in operations and strategic consulting to drive value for middle-market private equity firms and their portfolio companies. With a rich background that spans Fortune 500 companies such as American Greetings, Johnson & Johnson, Essilor International, and Textron Financial, David has honed his expertise in mergers and acquisitions, strategic planning, and due diligence. His role at CBIZ involves not only providing insightful business analyses but also implementing transformative strategies that enhance operational efficiency and financial performance.
Currently, David is spearheading key projects focused on performance management and improvement services, where he collaborates with over 400 private equity firms and 3,000 portfolio companies across North America, Canada, Europe, and Asia. His adeptness in forecasting and business strategy allows him to assess underlying business conditions effectively, identifying opportunities for cost reduction and supply chain optimization. David's resourceful approach has been instrumental in turning around underperforming entities, ensuring that they not only meet but exceed their financial and operational goals.
In addition to his project work, David is deeply involved in mentoring emerging leaders within the firm, sharing his insights on financial reporting and program management. His commitment to fostering a culture of continuous improvement and strategic excellence positions him as a key player in the private equity landscape, making him a valuable asset to CBIZ and its clients. David's multifaceted skill set and global perspective enable him to navigate complex challenges, driving sustainable growth and profitability in an ever-evolving market.
