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David Lake

Director

David Lake is a Director with ButcherJoseph & Co.’s investment banking team. During his tenure, David has advised a diverse group of middle market companies on mergers and acquisitions, capital raising, and strategic advisory assignments. He has completed engagements in a variety of industries including healthcare, business services, manufacturing, real estate, and consumer products.

David’s previous investment banking experience includes deal work in leveraged finance as well as sell-side and buy-side M&A advisory. He has advised both publicly listed and privately held companies, including cross-border engagements. David began his investment banking career at Citigroup in its Leveraged Finance Group, focused primarily in the consumer, healthcare, and industrials sectors.

David earned a Master of Business Administration in finance from the UCLA Anderson School of Management and a Bachelor of Science with honors and Phi Beta Kappa from the Haas School of Business at UC Berkeley.  He is a CFA Charterholder. 

Industry Experience: Healthcare, Construction & Real Estate, Telecommunications, Business Services, Industrial Growth, Hospitality, Consumer, Transportation

Transactions

ESOP Advisory

has been acquired by the Arch Telecom Employee Stock Ownership Trust

Telecommunications

Recapitalization

has been recapitalized. Financing provided by

Telecommunications

ESOP Advisory

has been acquired by the Builder's Bloc Employee Stock Ownership Plan

Construction & Real Estate

Recapitalization

has been recapitalized

Business Services

Recapitalization

has been recapitalized. Financing provided by

Business Services

M&A Advisory

has been acquired by

Advisor to the Seller

Healthcare

M&A Advisory

has been acquired by Renaissance Power Systems, a portfolio company of

Advisor to the Seller

Industrial Growth

ESOP Advisory

has been acquired by the Haberfeld Associates Employee Stock Ownership Plan

Business Services

Recapitalization

has been recapitalized. Financing provided by

Business Services

ESOP Advisory

has been acquired by the Independent Imaging Holdings, Inc. Employee Stock Ownership Plan

Healthcare

Recapitalization

has been recapitalized through a private placement and a buyback of ESOP shares. Financing provided by

Construction & Real Estate

ESOP Advisory

has been acquired by the NSD Holdings, Inc. Employee Stock Ownership Plan

Business Services

M&A Advisory

has been acquired through a majority recapitalization by an undisclosed buyer

Advisor to the Seller

Business Services

Consulting Services

Healthcare

ESOP Advisory

has been acquired by the Path Medical Center Holdings, Inc. Employee Stock Ownership Plan

Healthcare

ESOP Advisory

has been acquired by the Quaintance-Weaver Management, LLC Employee Stock Ownership Plan

Hospitality

ESOP Advisory

has been acquired by the Smith Transport Employee Stock Ownership Plan

Transportation

Valuation Advisory & Fairness Opinion

Industrial Growth

M&A Advisory

has been acquired by

Advisor to the Seller

Hospitality


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