Investment Bankers to the Middle Market
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Executive Profile

David DuWaldt

David DuWaldt

CFA San Diego

David DuWaldt brings with him more than 25 years of experience in corporate finance and M&A advisory services for middle market companies. He developed his expertise within a public accounting firm environment and has represented clients in a variety of business matters including tax planning, compliance, sourcing of capital, structuring business transactions, and business valuation.

Since 1981, David has been either a partner or principal of a public accounting firm. He has represented numerous parties in M&A transactions that are associated with a variety of business activities including manufacturing, wholesale distribution, real estate, construction, and business services. He has a substantial amount of training and experience in taxation, business valuation, business negotiations and financial management.

Utilizing the visual basic language, David wrote a commercial software application for estimating the intrinsic value of publicly traded companies, which employs the discounted cash flows to equity method. The software application was licensed with The Motley Fool, a commercial website for investing and personal finance.

From 1972 to 1976, David attended undergraduate school at the University of California, Santa Barbara and California State University, Long Beach leading to a Bachelor of Science in Business Administration degree, with an emphasis in financial management. In 1986, he received his M.B.A. degree from Golden Gate University, with an emphasis in taxation.

David has been a Certified Public Accountant (CPA) since 1980 and a Certified Valuation Analyst (CVA) since 1998.