David Henry

Partner, Head of M&A Practice

David Henry’s professional background spans more than 30 years in management, operations, finance, business practice and consulting.

As both a civil engineer and a finance and marketing executive by education and training he has led and advised companies in a diverse array of industries, including professional services firms, on corporate strategy, capital formation, succession/transition planning, and mergers and acquisitions.

David serves as a consultant and mentor to executives in emerging growth companies and is successful in helping firm leaders navigate the increasingly complex interplay between corporate strategy, finance and operations.

His work experience ranges from valuations to initial public offerings to the design, negotiation and execution of strategic partnerships, acquisitions and ownership liquidity events.

He has served as a Chief Financial Officer for both publicly-traded and privately-held companies and as a Chief Operating Officer of businesses in the professional services, distribution, and technology sectors.

David founded and managed successful financial advisory and investment firms which specialized in financing and building entrepreneurial growth stage companies.

He previously served as the Managing Principal of a successful SBA-licensed Small Business Investment Company and presently is active with a number of high-growth companies as a director, trustee, consultant, investor and advisor.

David is a frequent speaker for professional organizations on financial management, raising capital, transition, and growth strategies for businesses

Education

  • M.B.A., finance and marketing
    Harvard University
    Cambridge, Massachusetts
     
  • B.S.E., magna cum laude, civil engineering
    Sigma Xi
    Princeton University
    Princeton, New Jersey

Leadership Team