David Olson

David Olson Email and Phone Number

Senior Level Professional serving as CFO to Health Care IT/Digital Health Company. Served as VP Operations, Compliance Officer, Head of Investment Banking @ Heads Up
David Olson's Location
San Francisco, California, United States, United States
David Olson's Contact Details

David Olson personal email

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About David Olson

CFO, CHIEF COMPLIANCE OFFICER, FINANCE, OPERATIONS and TRANSACTIONS MANAGEMENTSenior executive with a unique combination of diverse experiences in finance and accounting, operations, raising capital, corporate development, and general management in diverse industries. Successful track record originating deals, navigating complex issues, developing creative strategic solutions, negotiating financing/partnering transactions, and closing deals. Goal-oriented and driven with success advising private growth-stage to public companies in the technology and life science industries. Lead numerous securities offerings, asset backed financing transactions, strategic partnering and licensing, and financial and planning (FP&A) efforts. Core Competencies:• Deal Origination / Transaction Management / Due Diligence • Corporate Strategy / Licensing / Negotiations • Capital Raising / Mergers and Acquisitions • Financial Planning and Analysis / Budgeting Controls• Board Representation and Investor Presentations• Audits and Developing Financial Controls• Financial Reporting • Operations, HR, Accounting, Project Management• Facilitated financial and valuation aspects of nine M&A, Strategic Acquisition, and Divestiture projects worth over $2 Billion.• Key contributor to 13 in/out licensing transaction teams, 8 M&A transaction teams.• Managed and closed 50+ financing transactions raising several hundred million for public and private clients.• Advised venture funded/growth stage companies, assisted with strategy, capital raises, served as a member of the Board of Directors and as acting CFO, and assisted with operational and financial scale up.• Spearheaded critical roles in financial planning and analysis and corporate development.Certified Public Accountant (CPA) Chartered Financial Analyst (CFA) Securities Principal with Series 24, 7, 79 and 63 securities licenses

David Olson's Current Company Details
Heads Up

Heads Up

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Senior Level Professional serving as CFO to Health Care IT/Digital Health Company. Served as VP Operations, Compliance Officer, Head of Investment Banking
David Olson Work Experience Details
  • Heads Up
    Chief Financial Officer
    Heads Up Jan 2024 - Present
    Scottsdale, Arizona, Us
    Managing Financial Reporting. Generating and maintaining a dashboard to monitor financial performance metrics and operational SAAS metrics.
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  • Vaquero Capital
    Vice President Operations And Chief Compliance Officer
    Vaquero Capital Sep 2021 - Jan 2024
    San Francisco, California, Us
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  • Heads Up
    Chief Financial Officer
    Heads Up Sep 2020 - Jun 2023
    Scottsdale, Arizona, Us
    Managing Financial Reporting. Generating and maintaining a dashboard to monitor financial performance metrics and operational SAAS metrics.
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  • Lampost Capital Inc
    Managing Director, Head Of Investment Banking
    Lampost Capital Inc 2016 - Aug 2020
    Boca Raton, Florida, Us
    Lampost is a boutique investment banking and capital markets firm assisting growth stage technology and life science companies with their capital and strategic advisory needs. As an SEC registered broker dealer, Lampost provides financial and M&A advisory services. My advisory services are 'high-touch' and I delve into financial records for GAAP compliance, lead the preparation of detailed bottoms up financial projections, implement thorough diligence data rooms, and generate institutional quality offering materials and contracts.Advised growth stage Digital Health Technology client seeking institutional financing. - Worked directly with CEO and accounting firm to review and adjust accounting records for full GAAP compliance, prepared institutional quality outreach pitch deck, created and maintained diligence room, structured offering, lead investor outreach, and successfully closed investors.Advised clinical stage pharmaceutical company seeking $35M institutional financing round.- Successfully completed common stock financing, and devised a novel Contingent Value Rights structure.- Independently generated bottoms up market forecast for lead products and updated financial forecast. - Prepared offering memorandum, wrote legal contracts, managed creation of special purpose entity to successfully facilitate financing round to maximize tax credits for company and investors.- Prepared and presented financing and market analysis to Board of Directors.Advised Digital Media company in discussions with acquirer, and valued company for negotiations.- Prepared company valuation model and coached client on negotiations. Advised cannabis related pulmonary delivery medical device technology client on $30M institutional round.
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  • Ims Health Capital, Inc.
    Chief Operating Officer & Chief Compliance Officer, Head Of Investment Banking
    Ims Health Capital, Inc. Jun 2013 - May 2015
    Hired as Senior Principal in IMS Health’s Consulting Group to set up and launch IMS Health Capital (IMSHC), an investment banking subsidiary of IMS Health (now IQVIA).• Successfully lead acquisition of broker-dealer entity and integration into IMS corporate entity.• Developed sophisticated bottoms up financial models/valuations utilizing IMS prescription and transaction data.• Managed compliance and operations for team of six consultants transitioning to highly regulated investment banking / securities industry.• Generated IMSHC financial forecast, managed FINRA/SEC regulatory filings, trained and managed staff.• Led transaction teams through preparation of offering documents, investor outreach, and transaction negotiations.• Managed new business development efforts at conferences and through direct outreach.• Generated company objectives and key results (OKR) and key performance indicators (KPI’s).
  • Security Research Associates, Inc.
    Coo & Head Of Investment Banking, Treasurer, Member Of Bod
    Security Research Associates, Inc. Jan 2004 - May 2013
    Security Research Associates is a boutique investment banking and capital markets firm assisting fast growing public and private companies with their capital and strategic advisory needs. As an SEC registered broker dealer, SRA provides financial and M&A advisory services.• Structured equity and debt financing transactions and managed over 40 transactions for public and private clients successfully raising several hundred million. • Major deals included: IPO, Secondary Offerings, Shelf Offerings, PIPE’s, Private Placements, Registered Direct Offerings, common equity, convertible debt/preferred, interests in Special Purpose Vehicles, and M&A.• Originated and structured numerous asset backed debt financing transactions for public and private companies.• Lead deal team of eight investment bankers and transaction staff, outside accounting/auditing firm.• Managed FINRA/SEC regulatory filings, deal book, and transaction close process. • Managed all operational activities and contracts related to investment transactions. Coordinated due-diligence evaluation of clients.• Generated company objectives and key results (OKR) and key performance indicators (KPI’s).
  • Affymax
    Senior Director, Corporate Development
    Affymax Mar 2003 - Aug 2003
    • Executed Letter of Intent with Contract Manufacturer for GMP preclinical/clinical materials production. • Executed deal with contract lab for preclinical animal testing. • Originated outbound new business development, and advanced partnership opportunities.• Created opportunities for strategic partnerships. Initiated contracts, created marketing documents and managed business development process.• Managed collaboration efforts for Research & Development. • Generated company objectives and key results (OKR) and key performance indicators (KPI’s).
  • Titan Pharmaceuticals
    Director Business Development / Board Representative For Molecular Medicine Bioservices, Inc.
    Titan Pharmaceuticals Mar 2001 - Feb 2003
    South San Francisco, California, Us
    Titan (AMEX: TTP) develops novel treatments for cancer and CNS disorders. Core technologies include small molecules, monoclonal antibody cancer vaccines, cell therapeutics, and gene therapy.• Led deal for strategic investment in Molecular Medicine BioServices. Managed transaction, negotiated and structured deal terms. Oversaw due diligence. Wrote transaction documents and coordinated attorneys.• Served as Titan’s Board Representative to Molecular Medicine BioServices. • Managed partnering search efforts for late-stage products in development. Analyzed R&D programs of targeted partners, managed follow-up and coordinated response to due diligence efforts.• Managed in- licensing efforts by screening available products and technologies for alignment with Titan’s core competencies and therapeutic targets. • Coordinated due diligence efforts, technical evaluation, patent reviews for all licensing opportunities.
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  • Array Bioscience Corp.
    Member Board Of Directors
    Array Bioscience Corp. 1999 - 2003
    Chip Based Drug Target Screening & Analyte Detection – Board Member (1999-03)
  • 452 Degrees
    Cfo / Board Member / Financial Advisor
    452 Degrees Jul 1999 - May 2001
    Provided consulting services for SAAS based internet based company 452 Degrees and served as Acting CFO / Board Member / Financial Adviser.My services included strategic advisory, business plan development, valuation services, writing term sheets, providing negotiation strategies and preparing venture capital road shows.
  • Chiron Corporation
    Transaction Manager – Fp&A And Corporate Finance And Business Development
    Chiron Corporation 1996 - 2001
    Emeryville, California, Us
    Chiron (NASDAQ: CHIR) developed medical technologies, including biopharmaceuticals, blood testing and vaccines, and conducted research and development in the fields of small molecule discovery and genomics. (Acquired by Novartis in 2006)• Worked directly with CFO on critical finance projects. • Key member of 13 in/out licensing transaction teams, 8 M&A transaction teams, and 20+ corporate finance project teams.• Coordinated financial aspects and valuation efforts for nine M&A, Strategic Acquisition, and Divestiture projects worth over $2Billion. • Lead corporate clinical program valuation and forecasting efforts for FP&A.• Devised risk adjusted NPV and FP&A forecasting model used throughout organization.• Prepared Board materials and presented to Board of Directors on acquisition and licensing opportunities.• Worked directly with accounting team on forecasting and accounting projects.
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  • Boveran, Llc
    Acting Cfo/Board & Fundraising Adviser
    Boveran, Llc 1997 - 1998
    DNA based cancer diagnostics – Acting CFO/Board & Fundraising Adviser (1997-98)
  • Plantagenet Holdings Limited
    Director Of Investment Analysis
    Plantagenet Holdings Limited Apr 1994 - Feb 1996
    Plantagenet Holdings Limited (PHL) invests private equity and manages venture investments. Negotiations:Lead analysis, valuation, and deal structuring. Negotiated terms of investments with entrepreneurs. Structured deals in various forms including direct equity, convertible debt, and debt with warrants. Drafted purchase agreement and offering memorandum for each investment. Coordinated legal aspects of deals including licensing agreements, articles of incorporation, partnership agreements, and shareholders agreements.Due Diligence:Reviewed historical and projected operating statements, prepared industry competitive analysis, and interviewed management, customers, and industry experts. Performed market & valuation analysis of transaction opportunities. Deal Management:Served as Board Member of several portfolio companies. Monitored performance of portfolio companies and provided strategic and operational guidance.
  • Hanford/Healy Company
    Senior Associate/Project Manager
    Hanford/Healy Company Apr 1993 - Apr 1994
    Hanford/Healy performed independent valuations and consulting on real estate investment properties for institutional investors. Responsible for coordinating and managing multiple valuation and economic consulting projects. Managed staff assigned to project team.
  • Sedway & Associates
    Senior Associate/Project Manager
    Sedway & Associates Aug 1991 - Dec 1992
    Sedway & Associates performed independent valuations and consulting on real estate investment properties for institutional investors. Responsible for coordinating and managing multiple valuation and economic consulting projects. Managed staff assigned to project team.
  • Deloitte & Touche
    Senior Consultant/Auditor, Cpa
    Deloitte & Touche Jul 1985 - Aug 1989
    Worldwide, Oo
    Senior Consultant/Auditor, CPAProvided financial and valuation services for investment offerings. Provided business advisory services to emerging companies. Planned, coordinated, and documented audits and financial consulting services.• Managed financial modeling consulting engagements for clients with securities offerings.• Managed Audit engagements.• Served as interim Controller for a Deloitte client – managed department staff and financial reporting, hired replacement.• Audited internal controls and advised clients on improved procedures.
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David Olson Skills

Mergers Corporate Finance Investment Banking Fundraising Management M&a Due Diligence M&a Experience Business Transactions New Business Development Corporate Development Partnership Development Contract Negotiation Contract Management Strategic Planning Strategic Partnerships Business Strategy Deal Structuring Deal Sourcing Deal Execution Due Diligence Licensing Licensing Agreements Advisory Boards Board Presentations Board Development Biotechnology Medical Devices Lead Generation Operations Management Operational Planning Budgeting Forecasting Auditing Compliance Management Securities Regulation Compliance Audits Sec Compliance Cfa Accounting Financial Accounting Budgets Ipo Investments Mergers And Acquisitions Start Ups Valuation Strategy Venture Capital Private Equity Capital Markets Financial Analysis Financial Modeling Finance Financial Reporting Data Analytics

David Olson Education Details

  • University Of Michigan - Stephen M. Ross School Of Business
    University Of Michigan - Stephen M. Ross School Of Business
    Finance And Corporate Strategy
  • University Of Michigan - Stephen M. Ross School Of Business
    University Of Michigan - Stephen M. Ross School Of Business
    Accounting And Finance

Frequently Asked Questions about David Olson

What company does David Olson work for?

David Olson works for Heads Up

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

David Olson's current role is Senior Level Professional serving as CFO to Health Care IT/Digital Health Company. Served as VP Operations, Compliance Officer, Head of Investment Banking.

What is David Olson's email address?

David Olson's email address is da****@****ail.com

What is David Olson's direct phone number?

David Olson's direct phone number is +156188*****

What schools did David Olson attend?

David Olson attended University Of Michigan - Stephen M. Ross School Of Business, University Of Michigan - Stephen M. Ross School Of Business.

What are some of David Olson's interests?

David Olson has interest in Science And Technology, Health.

What skills is David Olson known for?

David Olson has skills like Mergers, Corporate Finance, Investment Banking, Fundraising, Management, M&a Due Diligence, M&a Experience, Business Transactions, New Business Development, Corporate Development, Partnership Development, Contract Negotiation.

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