David W. Frank, Cfp® 🏳️‍🌈 Email & Phone Number

El Segundo, Ca, Us

• Led diverse financial and analytical projects to evaluate ☞ growth & acquisition strategy; ☞ new product development & pricing; ☞ customer retention and user base monetization• Efficiently distilled complex products and contractual mechanisms into financial models• Effectively translated sophisticated models into digestible and actionable recommendations• Led implementation of initiatives to drive revenue growth, collaborating with coworkers at all levels of the organization

Algonquin, Il, Us

Recruited by CFO, a former Baird colleague, to help execute growth strategyOverhauled preparation process and materials for quarterly board of directors’ meetings resulting in increased transparency, completeness and consistency of communications with board membersCollaborated closely with CEO & CFO to conduct annual strategy reviews, investor conference calls and annual shareholders’ meetingsAdministered significant elements of investor relations, including drafting and editing annual reports, quarterly financial press releases and shareholder proxiesInteracted extensively with external counsel on matters related to acquisitions, corporate governance, regulatory issues and public company requirementsMentored and worked closely with junior personnel assisting them to accomplish a wide variety of tasks

Milwaukee, Wi, Us

Executed transactions in collaboration with multiple advising parties in team-based environments typically executing multiple assignments simultaneously. Completed over 35 capital-raising and M&A transactions primarily in the business services and healthcare and life sciences industries; engagements included public and private debt and equity offerings, M&A advisory and delivery of fairness opinions; also played key role in the solicitation of prospective clientsProposed and managed outsourcing of graphics department resulting in significant improvement of production efficiency and internal client satisfactionConducted advanced financial modeling, interacted extensively with senior management teams to solicit and efficiently execute transactions. Performed strategic alternative assessments for clients, including evaluation of potential acquisition targets and acquirersPromoted to post-MBA associate position prior to earning MBA due to ability and prior experience; subsequently admitted to Baird Scholars Program through which Baird financed Kellogg tuitionKnown as a specialist for drafting, reviewing and negotiating legal documents, including public regulatory filings, prospectuses, offering documents, purchase-and-sale agreements, non-disclosure agreements, legal opinions and engagement lettersInitiated the idea to partner with a senior banker to establish and communicate department-wide best practices leading to improved relations and more efficient communication between the investment banking department and sales and trading departmentAdept at interacting with internal approval committees, including equity capital market and fairness opinion committeesVolunteered to serve on recruiting committee responsible for undergraduate and MBA-level hires

Chicago, Illinois, Us

Assisted in establishment of the M&A group; created processes, best practices, financial models and developed both internal and external relationshipsParticipated as key member of the team responsible for the divestiture of non-core Real Estate Group; developed board presentations and marketing materials, conducted financial modeling and market research, managed collection and review of due diligence materials and identified and communicated with potential buyersCoordinated cross-functional teams to evaluate acquisition targets and led preparation for internal review processes, including summarizing key findings and drafting presentations for the board of directorsConducted financial analyses as well as market and company research to evaluate both domestic and international acquisition, joint venture and strategic relationship opportunities

After the dissolution of the investment banking department of Prudential Securities, recruited by founding partners to be sole junior professionalPromoted to associate after being ranked in top tier of analyst class at Prudential SecuritiesPlayed instrumental role in formation of the firm; participated in management committee meetings and helped devise new business development strategyPrepared all financial analyses and presentation materials required by senior colleagues and clients

Mba, Organizational Behavior; Finance & Accounting

Bachelor, Business Administration; Finance; And Economics