
Financial Advisory for investment funds and companies
Montreal, Canada Area

Financial Advisory for investment funds and companies
Montreal, Canada Area
David has spent the last 15 years advising and managing investment funds and high tech companies as consultant and portfolio manager. David has been involved at all levels of the investment process in multiple transactions :
- strategic planning
- start-up
- VC financing rounds
- follow-up
- Board of directors
- turnarounds
- exits in cash & stocks.
David holds a Bachelor degree in finance-economics and a M.Sc. (International Management) from HEC Montréal.
Teaming with the fund Partner and companies seeking financing to manage the investment process before and after the investment.
Although broad, most experience in IT and biotech. Cleantech cases since 2007.
(Public Company; 51-200 employees; Venture Capital & Private Equity industry)
February 2003 — September 2006 (3 years 8 months)
I managed a portfolio of companies in life sciences and IT making investments in the range of 1.5 to 3M$. My portfolio size was between 5 and 15M$, with 4 to 10 companies.
(Privately Held; 1-10 employees; Investment Banking industry)
2000 — 2002 (2 years)
Financial advisory and coaching for high tech companies and VC funds in telecom, medical devices, energy, software/Internet and biotech.
(Privately Held; 1-10 employees; Venture Capital & Private Equity industry)
1997 — 2000 (3 years)
I managed a 10M$/10 companies fund dedicated to companies in software, Internet and photonics.
(Privately Held; Myself Only; Information Technology and Services industry)
1994 — 1997 (3 years)
• Mandated to perform market/technology analysis by venture capital corporations.
• Laid out the strategic planning and business plan and performed other mandates for/regarding high tech companies in medical devices, software/Internet and biotech.
Level II Candidate, June 2008, 2008 — 2008
Level I, 2007 — 2007
M.Sc., International Business, 1992 — 1994
Bachelor in Business Administration, Finance-Economics, 1984 — 1988