David Olson Email & Phone Number

Scottsdale, Arizona, Us

Managing Financial Reporting. Generating and maintaining a dashboard to monitor financial performance metrics and operational SAAS metrics.

San Francisco, California, Us

Scottsdale, Arizona, Us

Managing Financial Reporting. Generating and maintaining a dashboard to monitor financial performance metrics and operational SAAS metrics.

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.

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 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).

• 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).

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.

Chip Based Drug Target Screening & Analyte Detection – Board Member (1999-03)

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.

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.

DNA based cancer diagnostics – Acting CFO/Board & Fundraising Adviser (1997-98)

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 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 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.

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.

Mba, Finance And Corporate Strategy

Bba, Accounting And Finance