David Samuels

David Samuels Email and Phone Number

Strategic Leader / Board Member / Advisor / SaaS / Public Company / Private Equity @ DrFirst, Inc.
David Samuels's Location
Washington, District of Columbia, United States, United States
About David Samuels

C-LEVEL EXECUTIVE / STRATEGIC ADVISOR / CHANGE AGENT / BOARD MEMBERDavid Samuels is an entrepreneurial collaborative leader with more than 25 years of broad-based financial, operations and corporate development experience with publicly traded and private equity-backed businesses, from pre-revenue to over $1B in annual revenue. He has successfully completed more than $720M of debt and equity financings, including initial capitalizations and public offerings, and has served as a change agent leading initiatives in mergers and acquisitions, business restructurings, complex financings and operational improvements to drive EBITDA transformation. He has extensive experience with technology focused businesses, working with company founders and investors to create and protect shareholder value. Mr. Samuels currently serves as the Chief Financial Officer of DrFirst, Inc., a national provider of healthcare software as a service (SaaS) solutions and electronic medication management platforms for the healthcare and pharmaceutical industries. During his tenure, he has secured more than $370M in debt and equity financings from top tier institutional investors (Goldman Sachs, TPG/Sixth Street Partners, Macquarie Group, Truist), and structured several key acquisitions and partnerships to support the company’s continued growth. Tender offers completed during his tenure resulted in 24x equity capital returns to the company's early investors. Institutional investors and lenders have been fully repaid with solid financial returns over their hold periods through various financing initiatives. A six-time CFO, Mr. Samuels has held CFO roles in a variety of publicly traded and private equity-backed businesses within the technology industry for the past two decades. He held senior financial leadership positions with respected global services leader HMS Host, formerly Host Marriott Services Corporation (NYSE:HMS) over a ten-year period. He began his career in the assurance practice of KPMG LLP.

David Samuels's Current Company Details
DrFirst, Inc.

Drfirst, Inc.

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Strategic Leader / Board Member / Advisor / SaaS / Public Company / Private Equity
David Samuels Work Experience Details
  • Drfirst, Inc.
    Chief Financial Officer
    Drfirst, Inc. Sep 2013 - Present
    Rockville, Md, Us
    An award winning, national provider of software (SaaS) solutions, services, security and electronic medication management platforms for the healthcare and pharmaceutical industries. Recipient of numerous industry and corporate growth awards including ACG's Corporate Growth Award (2014), Deloitte's Technology Fast 500 (2014, 2015), SmartCEO's Corporate Culture Award (2015, 2016), and ACG's Growth Financing Deal of the Year (Finalist, 2016). Board observer, Hippo Technologies.
  • Healthtronics, Inc.
    Independent Board Member
    Healthtronics, Inc. Aug 2022 - Present
    Austin, Texas, Us
    Physician Investment Leader in Kidney Stone Management - MidCap Financial / Apollo ManagementHealthTronics serves more than 1,500 physicians and 2,000 healthcare facilities by providing access to lithotripsy, laser, & service for kidney stone disease, resulting in cost-efficient and clinically effective solutions.
  • The George Washington University School Of Business
    Advisory Board Member
    The George Washington University School Of Business Mar 2024 - Present
    Washington, D.C., Us
    The GW School of Business board of advisors is an advisory board that provides council to the school’s dean. The advisory board has three committees which together seek to advocate the goals of the School of Business to the university, GW alumni, and the greater academic and financial community. Established the Samuels Family Scholarship for deserving undergraduate students at the GW School of Business.
  • The Economic Club Of Washington, D.C.
    Member
    The Economic Club Of Washington, D.C. Mar 2023 - Present
    Washington, District Of Columbia, Us
    The Economic Club of Washington, D.C. promotes global awareness of the pivotal role Washington plays in the national and world economies. Its goals are twofold: to provide a prominent forum where eminent global leaders can share their insights about major issues of the day; and to promote a robust peer community for the area’s top executives.
  • Wolf Trap Foundation For The Performing Arts
    Board Member
    Wolf Trap Foundation For The Performing Arts Feb 2020 - Present
    Vienna, Va, Us
    This unique performance space is the only U.S. national park devoted to the performing arts. Managed through a public-private partnership, the arts center hosts a wide variety of entertainment each year, from pop singers to elaborate dance troupes to comedians. It features three separate performance venues — a large amphitheater, a smaller performance space and a Theatre-in-the-Woods especially for children — as well as walking trails and picnic spots to explore before or after the show.
  • Nextgen Venture Partners
    Lp Investor / Advisor
    Nextgen Venture Partners Mar 2019 - Present
    San Francisco, California, Us
  • Roberts Capital Group
    Managing Director
    Roberts Capital Group Apr 2008 - Present
    A provider of advisory and consulting services to founders and growth company executives to support financing and strategic initiatives, as well as board of directors' roles. Representative clients in the following technology verticals: clean technology, renewable energy, medical devices, healthcare services, biotechnology, government services, and manufacturing.
  • Charles E. Smith Life Communities
    Trustee, Charles E. Smith Trustee Funds, Inc.
    Charles E. Smith Life Communities May 2023 - Present
    Rockville, Maryland, Us
  • Charles E. Smith Life Communities
    Board Of Governors
    Charles E. Smith Life Communities May 2001 - May 2023
    Rockville, Maryland, Us
    CESLC is one of the nation's largest not-for-profit providers of eldercare services providing daily care for 1,100 seniors in Rockville, MD. The campus setting brings together a variety of living options for independent living, assisted living, post-acute care, long-term care and secure memory care. Board Chair (2009-2011); Vice Chair, Finance (2007-2009); Vice Chair, Development (2013-2015).
  • Charles E. Smith Life Communities
    Board Chair
    Charles E. Smith Life Communities May 2009 - May 2011
    Rockville, Maryland, Us
  • Forbes Finance Council
    Member
    Forbes Finance Council Oct 2022 - Oct 2024
    Boston, Ma, Us
    A community for senior leaders in finance. Forbes Finance Council empowers diverse, successful finance executives to connect, collaborate, and grow. Quoted in 16 Forbes Finance Council posts.
  • Junior Achievement Of Greater Washington
    Board Member / Executive Committee
    Junior Achievement Of Greater Washington Jun 2014 - May 2023
    Washington, Dc, Us
    Junior Achievement of Greater Washington is the premier school system advisor and implementer of equitable, rigorous, scaled and sequenced future-readiness curricula and experiences. We partner with school systems to bring our unique programming to every student from middle school through high school. We engage global, national and local business leaders in meaningful and authentic interactions with students. And we recruit and train thousands of volunteer mentors from our community to provide consistent guidance, insights and support. Together, we inspire and impact over 51,000 students in the region every year.
  • Junior Achievement Of Greater Washington
    Audit Committee Chair
    Junior Achievement Of Greater Washington Jun 2017 - May 2021
    Washington, Dc, Us
  • Semaconnect
    Independent Board Member / Ceo Advisor
    Semaconnect Dec 2015 - Jun 2022
    Bowie, Md, Us
    Acquired by Blink - NASDAQ:BLNK SemaConnect, a pioneer in transportation electrification, develops (manufactures) and deploys smart, innovative, and cost-effective electric vehicle charging solutions worldwide. The company has secured capital from high profile institutional investors including Trilantic Capital Partners and US Boston. I served as the company's audit committee chair.
  • Rigil Corporation
    Board Of Advisors
    Rigil Corporation Jul 2017 - Jul 2018
    Chantilly, Virginia, Us
  • Compass Group North America
    Board Of Directors, Compass Independent Corporation
    Compass Group North America Aug 2013 - Dec 2016
    Charlotte, North Carolina, Us
    Compass Independent Corporation is a subsidiary of Compass Group USA, Inc., the world's leading provider of food and support services. A Department of Energy (DoE) security clearance was required for this role.
  • Bioscan, Inc. (Acquired By A Pe Backed Company)
    Chief Financial And Administrative Officer, Corporate Secretary
    Bioscan, Inc. (Acquired By A Pe Backed Company) Nov 2010 - Aug 2013
    Washington, Dc, Us
    A growth equity backed, sales driven, global provider (manufacturer) of diagnostic imaging systems (hardware/software) and services. 1. Executed the sale of the business to a suitor to support future product development and geographic expansion opportunities. 2. Completed a $16M combination debt/equity recapitalization transaction. 3. Structured a distribution agreement with an Asian conglomerate for entry into China. 4. Structured the disposition of a non-core business line to a German suitor.
  • Bluescout Technologies, Inc. (F/K/A Catch The Wind, Inc., Tsx-V:Ctw)
    Chief Financial Officer / Board Member
    Bluescout Technologies, Inc. (F/K/A Catch The Wind, Inc., Tsx-V:Ctw) Apr 2008 - Sep 2010
    A provider/manufacturer of predictive optical control systems for the wind energy industry. Recruited by the founders to provide financial leadership and strategic guidance for a development stage enterprise transitioning into a commercial organization.1. Successfully completed three rounds of equity financing totaling more than $40M from global institutional investors, including a public listing on the TSX.2. Established accounting and finance processes for a newly listed public company, including board governance and control procedures.3. Secured sell-side coverage from four analysts and retail support to drive a 3x market capitalization to more than $150M for a pre-revenue company. Named to the TSX Venture 50 for 2010.
  • Lavell Systems (Merged With Skyport Global Communications)
    Chief Financial Officer
    Lavell Systems (Merged With Skyport Global Communications) Jul 2007 - Oct 2008
  • Sunrocket, Inc.
    Chief Financial Officer
    Sunrocket, Inc. 2006 - 2007
  • Gtsi Corp. (Nasdaq:Gtsi) Acquired By Unicom Systems
    Vp Of Finance & Corporate Controller; Treasurer, Gtsi Financial Services
    Gtsi Corp. (Nasdaq:Gtsi) Acquired By Unicom Systems 2004 - 2006
    Chantilly, Va, Us
  • Invenda Corp. (F/K/A E-Centives, Inc., Swx:Invn) Acquired By Catalina Marketing
    Svp, Chief Financial Officer And Treasurer
    Invenda Corp. (F/K/A E-Centives, Inc., Swx:Invn) Acquired By Catalina Marketing 2001 - 2004
  • Teligent
    Vp Of Finance, Teligent International (Nasdaq:Tgnt)
    Teligent 2000 - 2001
  • Hmshost International
    Vp Of Finance, Divisional Cfo
    Hmshost International 1990 - 2000
    Schiphol, Nh, Nl
    Formerly Host Marriott Services Corporation -- NYSE:HMS; acquired by a European holding company
  • The Artery Organization, Inc.
    Senior Portfolio Manager
    The Artery Organization, Inc. 1987 - 1990
  • Capital Realty Investors (Cri)
    Asset Manager
    Capital Realty Investors (Cri) 1985 - 1987
  • Kpmg
    Staff Auditor
    Kpmg 1983 - 1984
    New York, Ny, Us

David Samuels Education Details

  • The George Washington University School Of Business
    The George Washington University School Of Business
    One Year Accelerated Program
  • The Aspen Institute
    The Aspen Institute
    Marriott Executive Development Program
  • University Of Connecticut School Of Business
    University Of Connecticut School Of Business
    Accounting

Frequently Asked Questions about David Samuels

What company does David Samuels work for?

David Samuels works for Drfirst, Inc.

What is David Samuels's role at the current company?

David Samuels's current role is Strategic Leader / Board Member / Advisor / SaaS / Public Company / Private Equity.

What schools did David Samuels attend?

David Samuels attended The George Washington University School Of Business, The Aspen Institute, University Of Connecticut School Of Business.

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