David S. Lechner Email & Phone Number

Denver, Co, Us

Fractional CFO and CEO advisory work for early stage technology and service companies. Regularly aid companies navigate liquidity and fundraising challenges while establishing first time GAAP policies/procedures and cleaning up accounting records.✪ CFO at equipment supplier, advising on financial reporting, KPIs, product sourcing and customer/vendor contract structuring.✪ CFO at device manufacturer, performing ongoing financial reporting and budgeting work and investor/board relations. Raised $2.75m in new funds, while navigating through R&D and manufacturing issues.✪ CFO at B2B SaaS company. Worked on all financial matters, including accounting, budgeting, KPI development, legal/tax, board work, and raise of over $6m.✪ CFO at B2B and B2C SaaS company. Advised on structuring, product roll out, accounting, budgeting, fundraising and investor relations.✪ Advisor to landscaping/cleaning company, helping company work out new business model, staffing and hiring needed.✪ CFO advising an established CBD retailer on vertical integration expansion and move into retailing.Private equity advisory work - M&A and diligence research in telecom and data center space.✪ Advised PE Firm, providing buyside diligence for acquisition of data center operator.✪ Advised PE Firm, providing buyside diligence for acquisition of residential/commercial triple-play telecom operator.✪ Advised PE Firm, providing buyside diligence for acquisition of wireless telecom provider.✪ Advised PE Firm, providing buyside diligence for acquisition of residential telecom operator.

Denver, Colorado, Us

Oversaw scaling and infrastructure buildout for financial technology marketplace enabling asset backed lending for blockchain / distributed ledger technology assets such as cryptocurrencies. Drove business planning, investment and fundraising projects. Responsible for accounting regulation compliance, audit work, financial reports, HR/payroll/benefits, asset management, treasury, insurance, partnerships, and capital markets activities.✪ Built accounting and finance team from ground up; established first time policies and procedures for accounting, controls, tax, transfer pricing, insurance and expense management; produced accurate burn rate forecasts and growth projections; streamlined reporting cycle times by over 80%.✪ Managed ~$200M balance sheet, owning treasury management, cashflow forecasting and financial statement creation; currently completing company’s first accounting audit and tax filings.✪ Supported $50M of annual membership sales, with related P&L management and sales targeting.✪ Launched $40M in-house lending fund, driving associated loan and servicer agreements.✪ Sourced partnership opportunities; negotiated business terms and operational parameters.✪ Created employment & stock agreements, established payroll/HR systems; scaled team from seven contractors to 90+ W2 employees and contractors/vendor agencies.

Oversaw business planning, investment and fundraising projects. Responsible for market research, industry analysis, due diligence, scorecard development, modeling, forecasting, proposals and project management. 15 engagements thus far.Private equity advisory work - M&A and diligence research in telecom and data center space.✪ Derived market rates and engineered pricing tool for owner of 100 towers; enabled 125% valuation uplift.✪ Authored self-storage industry report; completed 20% ahead of schedule, aided $4M facility planning and ROI forecast.✪ Supported Fortune 50 company's corporate strategy team. Established strategic investment plan; improved client ROI by 3%/year on $20B of capex. ✪ Researched and formulated client telecom sector investment scorecard; enabled $200M acquisition.✪ Spearheaded RFP development for cloud software company; reduced annual connectivity costs by 40%.✪ Created financial models and estimated flowshare vs. competitors; supported $550M valuation.✪ Advised 20 startups and angel stage companies in technology, SaaS, cybersecurity and industrial sectors

Denver, Colorado, Us

Oversaw M&A and integration planning, as well as capital markets transactions. Responsible for supporting reporting and accounting/audits, investor relations, board meetings and special projects from executives. Managed up to 4 direct/indirect reports + external professionals.✪ Drove debt and equity issuances; completed $450M initial public offering (IPO) & $600M follow on. Refinanced/issued over $4B in debt at more attractive rates, saving ~$200M in annual interest expenses.✪ Drove large scale M&A; completed $675M acquisition and bridge loan for Latisys, a data center company.✪ Solely ran smaller M&A; completed $51M acquisition of Ideatek, a Kansas-based fiber company.✪ Sourced M&A opportunities and drove acquisition pipeline; compiled actionable list of 30 targets.✪ Spearheaded integration planning efforts to ensure quick integration of targets.

New York, Ny, Us

Oversaw debt financing and transaction execution. Responsible for business development across metals & mining, technology, sustainability and health care. Hired & trained junior staff and managed up to 6 direct/indirect reports.✪ Pitched for mandates; completed $150M convertible preferred financing for satellite company.✪ Supported public debt offerings; completed $500M dividend recapitalization for consumer/licensing company.✪ Educated CEOs & CFOs on market opportunities; completed $150M bond offering for sustainability company.✪ Devised flexible financing alternatives; completed $25M debt financing for industrial company.✪ Drove lender/investor targeting; completed $90M acquisition financing for online gaming company.✪ Marketed companies and created financing alternatives; completed $25M equity raise for technology company.

New York City, New York, Us

Oversaw analysts and junior associates on transactions and pitch activities. Responsible for transaction execution for industrial companies with respect to buyside & sellside M&A, debt capital markets and equity capital markets. Also supported pitch activities via creation of industry overview and identification of acquisition targets. Managed up to 6 direct/indirect reports.✪ Drove M&A processes from end-to-end; completed $250M sale of equipment distributor.✪ Developed new business opportunities and pipeline; conducted $145M equity offering for logistics company.✪ Educated investors on industry developments; completed $225M bond offering for transportation company.✪ Raised capital to enable restructuring; completed $95M financing for automotive company.✪ Presented alternative structures to borrowers; supported $260M sale of automotive company.✪ Contacted potential buyers; conducted marketing for $300M sale of building products company.✪ Completed ad-hoc requests from prospective clients. Supported new analyst and associate training.

Paris, France, Fr

Oversaw analysts and junior associates on transactions and pitch activities. Responsible for transaction execution for distressed companies with respect to bankruptcies, debtor and creditor advisory work. Also drove business development via identification of future distressed targets.✪ Valued distressed companies; completed $700M recapitalization and restructuring of manufacturing company.✪ Maximized creditor recoveries; conducted $2.3B bankruptcy filing and liquidation of retailer.✪ Educated C-level executives on market; kept retailer out of bankruptcy for two consecutive years and enabled $25M capital injection..✪ Navigated contested valuations; advised on $1.3B valuation for transportation company.✪ Presented alternative structures; supported ~$1B amendment for consumer/retail company.✪ Created Sharepoint system to share templates, best practices and financial models.

Dublin 2, Ie

Oversaw project plan development and reporting. Responsible for identification of areas for operational improvements, requirements gathering and interviewing stakeholders. management of junior staff/external consultants.✪ Improved material & asset utilizations; reduced inventory $1B and improved cashflow by $130M/year.✪ Streamlined distribution & warehousing; implemented process improvements that decreased costs 20%.✪ Led design of a risk assessment tool; improved data analysis by 20%, while cutting process time by 75%.✪ Facilitated change management; created supply chain shared service, resulting in 15% cost decrease.

Master Of Business Administration (Mba), Corporate Finance

Exchange Student, Exchange Student

Hba, Business

Education record