David Lake, Vice President

David Lake, Vice President

David Lake
David Lake is a Vice President with ButcherJoseph & Co.’s investment banking team.  During his tenure at ButcherJoseph & Co., 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 extensive deal work in leveraged finance as well as sell-side and buy-side M&A advisory. He has worked with 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 his MBA from the UCLA Anderson School of Management and a BS with honors and Phi Beta Kappa from the Haas School of Business at UC Berkeley.  He is a CFA Charterholder and was recognized by M&A Advisor as a winner of the 40 Under 40 Awards in the Dealmaker category in 2015.

 

Awards

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Email [email protected]

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