David is a member of the Downstream Energy & Convenience Retail Investment Banking Group and is responsible for new client development and managing all aspects of client transactions including company sales, corporate carve-outs, capital raises, recapitalizations, restructurings, valuations, strategic planning, and assisting clients with acquisitions of target companies. He joined Matrix in 2021 and has more than 15 years of experience advising petroleum marketers, fuels distributors, and convenience store companies on a range of transactions. Prior to joining Matrix, David was an investment banker at Raymond James & Associates and Morgan Keegan & Company focused on the downstream energy sector. David also previously worked as a Senior Commercial Credit Analyst at Comerica Bank, based in Detroit, MI.
David received a B.A. in Journalism with a concentration in Public Relations from The University of Georgia and an M.B.A. from Georgia State University. He is a CFA Charterholder and a member of the CFA Institute and the CFA Society Atlanta. He is also qualified as a FINRA General Securities Representative (Series 7) and Uniform Securities Agent (Series 63).
INSIGHTS:
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- Automotive Aftermarket Sector Update – Fall 2024
- A Refresher on the Tax Cuts and Jobs Act Federal Tax Structure: A Steadying Force on the M&A Market Amidst an Uncertain Economic Backdrop
- Private Equity and the Petroleum Marketing and Convenience Store Industry: History of Successes and Eager for More