Corporate Finance
Comprehensive support throughout mergers and acquisitions and other corporate transactions.
Corporate FinanceDavid Lee is a 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.
Related Services
Corporate Finance
Fairness and Solvency Opinions
Independent opinions for boards of directors and special committees.
Fairness and Solvency Opinions
Corporate Finance
M&A Advisory
Middle-market M&A advisory differentiated by industry expertise and superior deal execution.
M&A Advisory
Corporate Finance
Financial Sponsors Group
Dedicated coverage and access to M&A deal-flow for financial sponsors.
Financial Sponsors GroupCorporate Finance
Distressed M&A and Special Situations
Financial and operational solutions for distressed and special situations.
Distressed M&A and Special Situations
Corporate Finance
Transaction Advisory Services
Seamless analytical advisory through the deal continuum, from transaction origination to closing.
Transaction Advisory Services
Corporate Finance
Private Capital Markets
Senior, subordinated and mezzanine debt and venture/private equity for a wide range of transactions.
Private Capital MarketsCase Studies
Solvency Opinion
Duff & Phelps Provided a Solvency Opinion to the Board of Directors of H&R Block, Inc.
has authorized a share repurchase program via open market repurchases
Solvency Opinion
Duff & Phelps Provided a Solvency Opinion to the Board of Directors of Material Handling Systems, Inc.
a portfolio company of
Leveraged dividend recapitalization transaction
Insights
Publication
Canadian M&A Insights – Fall 2018
by Howard Johnson
Publication
Political Uncertainty May Slow 2H 2018 Brazilian M&A Performance
by Alexandre Pierantoni
Publication
Healthcare Services Sector Update – September 2018
Publication
Healthcare Service Sector Update – August 2018
by Brooks Dexter
Publication
Food and Beverage M&A Landscape – Summer 2018
by Howard Johnson
Publication
Apparel Quarterly Update – Summer 2018
by Brian Little
