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
News & Insights
Buyside Advisory Services and Acquisition Capital
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Succession Planning for Privately Held Companies
Planning for succession can be one of the most challenging strategic decisions during a business owner’s career. …
The ButcherJoseph Team
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