David Mcclellan Email & Phone Number

Greater Denver Area

Houston, Texas Area

Greater Salt Lake City Area

• Performed research on alternative energy (Photovoltaic, Tidal, Geothermal), reviewed and updated due diligence files of all active clients (Family Offices, RIA’s, Corporations, etc.), represented firm on investor calls.
• 100 million dollar growth debt/equity raise for alternative energy company
• Saw firm and clients reap full cycle investment in subscription based hygiene products company (acquired for $1B cash)

Lehi, Utah

Facilitated data integrity matches as key inputs into predictive account propensity and buy-size modeling for Adobe Systems, Inc. Performed sales revenue gap analysis for sales accounts as key inputs into predictive account propensity and buy-size modeling for Adobe Systems, Inc.

Beijing, China

• Conducted industry and company-specific research on over 35 firms for sell-side and buy-side advisory assignments, performed financial analysis, screened potential strategic and financial investors, analyzed fit and.
• Strategic advisor to 4bn New York hedge fund
• Buy-side advisor to $600 mm revenue Chinese SOE
• Sell-side advisor to multinational auto parts manufacturer

Killdeer, North Dakota Area

Business Strategy Finance

Utah

• Reviewed slides from streaming media startup seeking series A funding; performed market research, authenticated data and stats from slide deck, drafted investment memo summarizing the investment opportunity, and.
• Verified blood cell biopsy market size; created financial model to analyze different growth strategies and product monetization methods; using model developed robust monetization strategy which reduced outside funding.

Colorado, North Dakota

Founded Colorado based oilfield service company specialized in fluid transport. Services offered include power equipment rentals, temporary pipeline and water transfer service, hot shot service, location management, Hasmat cleanup and environmental restoration.

Bachelor Of Applied Science (B.A.Sc.), Finance And Investment Banking, 3.7 / 4.0

Activities and Societies: Global Management Student Association VP of operations, Finance Society, Investment Banking Club

Associate Of Science (A.S.)