Corporate Finance
Comprehensive support throughout mergers and acquisitions and other corporate transactions.
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.
Other Areas We Can Help
Fairness and Solvency Opinions
Independent opinions for boards of directors and special committees.
M&A Advisory
Middle-market M&A advisory differentiated by industry expertise and superior deal execution.
Financial Sponsors Group
Dedicated coverage and access to M&A deal-flow for financial sponsors.
Distressed M&A and Special Situations
Financial and operational solutions for distressed and special situations.
Transaction Advisory Services
Seamless analytical advisory through the deal continuum, from transaction origination to closing.
Private Capital Markets – Debt Advisory
Senior, subordinated and mezzanine debt and venture/private equity for a wide range of transactions.
Case Studies
Sell Side Advisor
Duff & Phelps, A Kroll Business, Advised Twin Peaks, a Portfolio Company of Garnett Station Partners, on Its Sale to FAT Brands Inc.
a portfolio company of
has been acquired by
Exclusive Financial Advisor
Duff & Phelps, A Kroll Business, Advised Gualapack on Its Acquisition of Teruel Embalagens – Papéis Amália Ltda
has acquired
