David has more than 30 years of wide-ranging business experience as a senior financial executive, international business consultant, investment manager and administrator of family trusts. He has been a trusted advisor to business owners with privately held companies ranging in size from startup through $800 million... SEE MORE
David's experience as a corporate CFO and financial manager extends into global corporate management and governance of international operating businesses and investment companies. He possesses high-level skills in strategic business planning, transaction structuring, tax strategies, corporate integration and most importantly cash flow and working capital management. He has expertise in developing budgets, financial forecasts and presentations required by successful business owners in understanding their businesses and is a hands on operator on behalf of business owners when it comes to working with business professionals such as contract attorneys and deal accountants.
David's industry background includes ocean transportation, warehousing, freight forwarding, trucking, logistics, supply chain, clothing/apparel manufacturing and distribution, importing, wholesale merchandising, real estate, automotive, business services, yacht management and alternative energy.
He has played a pivotal role in negotiating, managing and integrating eight multi entity acquisitions in various countries including United States, China, South East Asia, Australia, UK, Europe and South America.
David has also successfully negotiated, handled and closed the sale of a large privately held international transportation group to private equity interests based in London.
Other areas of experience and expertise:
- Treasury management
- Cost reduction and containment
- Financial statement set up and preparation for single companies and consolidated groups
- Financial reporting and analysis
- Development, implementation and oversight of Key Performance Indicators (KPI's)
- Operational evaluation and process improvement
- Banking, attorney, CPA and insurance relationships
- Due diligence management
- International corporate structures, corporate governance and management
- International and U.S. tax planning strategies
- Estate planning, family office and trust administration
David graduated from the University of Queensland in Brisbane, Australia and holds both Bachelor of Commerce and Bachelor of Economics degrees. He is a CPA and maintains active membership with CPA Australia (affiliated with American Institute of CPAs i.e. AICPA in the U.S.). David and his wife Debby live in Orange County, California and have two grown children. They are all outdoor enthusiasts and enjoy travel.
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