David Merwin Email & Phone Number

Duluth, Ga, Us

Creekstone Capital Group helps middle market companies recapitalize and grow their business through innovative financing, growth and M&A strategies. We help turn their own ideas and visions into successful campaigns with fundraising and networking guidance.

Athens, Ga, Us

MBA Program - Merger and Acquisition Finance Professor

Alpharetta, Georgia, Us

Paragon Growth Partners is an investment firm that focuses on providing capital, advisory services and industry expertise to founders and owners in the lower middle market. We believe in a "Founders first" approach that focuses on sustainable growth; positioning our partners for long term success. At Paragon Growth Partners, we believe you deserve more than just a capital partner. You deserve a partner that will protect the legacy you've worked hard to build.

Cumming, Georgia, Us

San Jose, California, Us

CSuite Financial Partners is an executive services firm dedicated to providing senior financial executive talent to companies of all sizes across all industries through a variety of flexible offerings including interim, project, and search. At CSuite Financial Partners, we respond to our clients’ sense of urgency and quickly find the right person, with the right experience, who can hit the ground running. Our clients have come to trust CSuite Financial Partners for our quality, reliability, integrity, and unique blend of client service and expertise.The mission of CSuite Financial Partners is to respond immediately to client needs, provide targeted solutions, and exceptional results.

Alpharetta, Ga, Us

Act in leadership and consultative capacity to owner and clients. Assumed virtual CFO role for several clients requiring higher level financial direction and consultation. Managed team of accountants and bookkeepers for 65 clients, including for-profits, non-profits and churches.  Directed team of Accountants and Bookkeepers servicing 65 clients across the US in delivering accounting, payroll, tax, legal and CFO services. Redesigned account coverage model for more efficient and profitable servicing of clients. Delivered CFO services to clients by collaborating with them on high level financial issues. Assisted with budgeting, capital campaigns, financial planning, projection modeling, advanced revenue recognition models, debt procurement, tax planning, lease negotiations and basic fiscal processes and procedures. Hosted Leadership Planning Summit with executive leadership team to define vision, mission and strategic initiatives of company, and realign resources accordingly. Developed product management plan for consolidation of offerings and introduction of new services.

Launched this Investment Company, growing it from the ground up to secure five successful acquisitions; serve as President & CEO of each acquired company throughout tenure. Improved acquisitions’ operations and revenue by directing business process reengineering, financial system introduction, technology innovation, employee development and sales/marketing efforts. Transactions & Results include:Grew revenues 88% for a NY-based Vocational School52% Growth in core business for an acquired company engaged in partnering with colleges and universities to jointly offer computer certification programs.Delivered 12% growth for an acquisition which offers specialized continuing education to physical therapists and occupational therapistsIncreased revenues by 537% for an acquired education company which was facing bankruptcyAttained 8% revenue increase since 2012, with a 40% increase projection for an acquired education company based in Arizona.

Reston, Va, Us

As original Founding Member, worked with team in developing CloudShield’s initial company, a startup based on revolutionary new Packet Processing Technology.Sourced $25M in venture-backed financing, leading them through due diligence, terms negotiations and growth/exit strategies. Grew company from the ground up and throughout rapid growth to reach over 65 employees.Improved fundraising capabilities by developing Beta Partnerships with AOL, Cable & Wireless, Digital Island, Equinix, UUNET, TRW, EDS, Lockheed Martin, L3, NSA, Northern Command, Air Force, NRO and the CIA. Company purchased for $140M in 2012 by government integrator.

Round Rock, Texas, Us

Managed territory and team with annual quota of $12M and awarded President’s Club each year by achieving 110% of annual quota.Built team across technical and sales disciplines in offices based in San Jose, Washington D.C. and Denver.

Atlanta, Georgia, Us

Personally developed bid response to be selected as one of the only three General Contractors supplying products and services to the 22,000 McDonald’s restaurants throughout the world. Cultivated relationship with Bridgestone to secure $20M contract by creating highly-customized presentation and development of an entirely new POS system for their 1,100 stores. Instituted NCR’s 1994, 1995 and 1996 long-range Strategic Sales Plans for the U.S. Area Transportation Industry.

Mba, Entrepreneurship And Marketing

Economics, Philosophy And Geography

Bachelor Of Science (Bs), Finance And Real Estate