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.
ButcherJoseph advised Haberfeld Associates on three transformative transactions which structurally featured a change of ownership control, the formati…
ButcherJoseph & Co. served as exclusive financial advisor to Neighborhood LTC Pharmacy, Inc. on its sale to an ESOP. Neighborhood is a leading institu…
