David Mora Email & Phone Number

Chicago, Illinois, Us

Savoie Capital provides a range of family office-oriented investment services to clients, specializing in running proprietary yield-based fixed-income alternative investment products. Client relationships range in scope from trustee and outsourced CIO to fund manager or individual service provider.Portfolio Manager Savoie Capital’s Alternative Yield program manager (Treasury Plus). Setting fund strategy and identifying opportunities with a focus on the US economic outlook, Federal Reserve policy & individual and sector-based public equity analysis. Investment and Wealth Planning Advisory ServicesProducing research memorandums and providing recommendations on select public direct investments for clients and providing family wealth planning and portfolio management services for current and prospective clients.Private Direct Investment & Portfolio Company Services Collaborating with the management teams of client portfolio companies to develop long-term financial plans to prioritize strategic initiatives and build company positioning materials in connection with future capital transactions and strategic partnership opportunities.

New York, New York, Us

Advising technology clients on strategic opportunities and capital-raising alternatives. Member of the security and infrastructure software coverage teams.Select Transaction Experience:M&A RiskIQ sale to Microsoft (July 2021) RingCentral’s strategic partnerships with Avaya (November 2019)RingCentral’s strategic partnerships with Atos (February 2020)Flying Eagle Acquisition Corp’s SPAC merger with Skillz (December 2020)EquityCarta’s private placement (August 2021)Skillz secondary offering (March 2021) GCI Liberty’s sale of stake in LendingTree (November 2020) Avaya’s offering of RingCentral common stock (November 2019) Debt Barracuda’s 1st-, 2nd-lien term loans (October 2020)RingCentral’s convertible debt offerings (February 2020, September 2020)PagerDuty’s convertible debt offering (June 2020)

New York, New York, Us

Gb

Providing complex accounting, valuation and accounting due diligence advisory services to public and private audit and non-audit clients in the technology and utilities (primarily renewable energy) industries. Advising clients in their preparation of US GAAP financial statements and their assessment of the financial accounting and reporting implications arising from current and proposed transaction.Providing advice on the application of technical accounting literature, including but not limited to:• ASC 323 — Equity Method and Joint Ventures• ASC 350 — Intangibles - Goodwill and Other• ASC 360 — Property, plant, and equipment• ASC 480 — Distinguishing Liabilities From Equity• ASC 718 — Share-based Payments• ASC 805 — Business Combinations• ASC 810 — Consolidation• ASC 815 — Derivatives and Hedging• ASC 840 — Leasing Performed financial reporting and tax valuation advisory services for clients related to purchase price allocations, goodwill and long-lived asset impairments and international legal entity valuations.

Gb

-Recurring member on an IPO audit engagement from 2010 to 2011-Received an award from the practice for running point on the S-1 document for the IPO audit engagement while coordinating several other team members during the process-Recurring member of the audit team for a large private social media company during 2011

Master Of Business Administration - Mba

Education record

Education record