His understanding and extensive capital market’s network is invaluable to companies navigating all aspects of private and public capital markets, including providing insight into the differences between raising money through individuals versus institutions, the challenges faced by small capitalization companies, and differences in mindset between Canadian and US investors
A career analyst with extensive capital markets expertise, David has over 25 years of experience in equity research, investment banking and advisory services with high growth Canadian technology companies. As a Senior Associate of DART, he provides investment banking and capital markets advice to growth oriented, technology advantage companies, seeking higher growth and valuation prospects.
David also works closely with the DART Communications group clients for investor relations launch and material announcements, presentations and collateral support production, and business/corporate media relations.
David’s investment banking experience includes raising money, providing valuations, fairness opinions, and sponsorships, and conducting strategic corporate activities such as negotiating favourable price for a corporate acquisition and establishing terms for an IP licencing agreement.
Having held positions as Director of Research for boutique institutional brokerage research firms and a private equity company targeting investments in mainland China, David has been exposed to an extensive assortment of investment opportunities and challenges. This has proven to be invaluable experience when assessing new opportunities. Previously, David held the position of Managing Director, BMO Nesbitt Burns as an Equity Research Analyst covering North American Software and IT Services companies.
David has analyzed hundreds of companies in dozens of industries including information technology, telecommunications, graphic arts, aerospace, defense, medical, finance, mining, and retail. Fund managers have acknowledged his valuable insight gained through competitive analysis and financial modelling, intertwined with a thorough understanding of technology and investing trends. David’s superior record of accomplishment of investment recommendations has been recognized with a No. 1 ranking as North America’s Top Stock Picker in the Software sector.
A graduate of the Directors Education Program of the Institute of Corporate Directors-Rotman, he has a Masters Degree in Business Administration from Concordia University and a Bachelor of Arts Degree (Honours) in Economics from the University of Western Ontario. He is currently a member of the Board of Directors of the Private Capital Markets Association of Canada, an Advisory board member of Film.ca, and a past board member of a Toronto Stock Exchange -Venture listed payment processor.
DART Insight and Communications