David Lee

Director

David 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

Comprehensive support throughout mergers and acquisitions and other corporate transactions.

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 Group

Corporate 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 Markets

Case Studies

Sell Side Advisor

Duff & Phelps Advised GfK SE, a Portfolio Company of Kohlberg Kravis Roberts & Co, on the Contemplated Divestiture of Four Global Divisions to Ipsos S.A.

a portfolio company of

has entered into an agreement to divest its global custom research business to

Duff & Phelps Advised GfK SE, a Portfolio Company of Kohlberg Kravis Roberts & Co, on the Contemplated Divestiture of Four Global Divisions to Ipsos S.A.

Financial Advisor

Duff & Phelps Advised OHA Holdings Limited on its Recent Ownership Consolidation of Irving Oil Company, Limited

Duff & Phelps provided valuation and related advisory services to the Board of OHA Holdings LImited in its recent ownership consolidation of Irving Oil, Limited

Duff & Phelps Advised OHA Holdings Limited on its Recent Ownership Consolidation of Irving Oil Company, Limited