David Robertson Email and Phone Number
🔹 Mergers & Acquisitions Consultant | Business Growth & Exit Strategist | Trusted Advisor to Founders & InvestorsWith over 13 years of experience helping businesses scale, transition, and achieve successful exits, I’ve developed a deep understanding of what it takes to create value, mitigate risk, and structure deals that benefit all parties involved. My work spans industries, with a focus on companies generating $5MM - $50MM in annual revenue.Why Work With Me?I specialize in simplifying the complex. From the initial valuation and financial analysis to implementing systems & structure that add value to deal negotiation and post-acquisition integration, I guide business owners, private equity firms, and investors through every step of the M&A process. My approach is rooted in rigorous analysis, practical strategies, and a deep understanding of the dynamics that drive successful deals through to post-acquisition growth.Core Competencies⚙️ Exit Planning: Helping founders achieve their best valuation while preparing for life beyond their business.⚙️ Growth through Acquisition: Assisting businesses in scaling via strategic acquisitions.⚙️ Strategic Deal Structuring: Tailoring agreements that maximize value and align with long-term goals.⚙️ Due Diligence: Thorough financial, operational, and market analysis to ensure risk is managed and opportunities are maximized.⚙️ Post-Merger Integration: Ensuring a smooth transition, value realization post-acquisition, and business success beyond.Proven Track Record💰 Guided 8 successful M&A transactions ranging from $3MM to $20MM in deal value.💰 Helped multiple businesses achieve top-tier valuations, with several ranking on the Inc. 5000 List of America's Fastest-Growing Companies.💰 Trusted advisor to founders, private equity firms, and senior executives across multiple sectors.💰 Consulted for Forbes Councils, Fast Company Executive Board, Chet Holmes International, International Development Services, Inc. and Corporate Business Solutions, Inc.Who I Work With🔹 Business Owners ready to scale, exit, or acquire new opportunities.🔹 Investors & Private Equity Firms seeking profitable investments with a strategic edge.🔹 Advisors & Consultants looking to partner on complex transactions.Let's ConnectIf you’re looking for a trusted partner to help navigate the complexities of mergers, acquisitions, or business exits, let’s discuss how I can help you achieve your goals. Reach out to me at http://TheDavidRobertson.com or send me a message here on LinkedIn.
International Development Services, Inc.
View- Website:
- intl-dev.com
- Employees:
- 53
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Senior Business ConsultantInternational Development Services, Inc.Texas, United States -
Business Advisor | Interim "Turnaround" Executive | Contract Board MemberThedavidrobertson.Com Sep 2011 - PresentAfter owning and exiting my own businesses I've had the honor and privilege of being called a Business Coach, Advisor, Chairman of the Board, CEO, Turnaround Executive, and Investor.I've worked with and trained well over 200 business owners ranging from the $300k/yr electrician in a van to the $33MM firm with team of over 75. I've helped a few companies join the ranks of the Fastest Growing Companies in the US including making it on Inc 5000 and have personally facilitated several owners growing from less than a $1 Million to over $10 in 3 years or less. Business comes natural to me and I am humbled and deeply honored that Jesus made me to be a tool of blessing to so many Founders, Leaders, Investors, and their teams; many of whom I now get to call friends. EXAMPLES & CASE STUDIES OF MY ENGAGEMENTS BELOW: -
Construction Company:Thedavidrobertson.Com Mar 2017 - Jan 2023Retained to negotiate & oversee a strategy to scales through acquisitions.[+] Identified and sourced potential opportunities. Oversaw due diligence and made recommendations. Structured M&A transactions in 18 months to accomplish goals of both buyer and seller.[+] RESULTS: Company grew 1123% in 18 months through acquisitions while maintaining healthy profitability, minimum interruptions, and smooth transition. -
Financial FirmThedavidrobertson.Com Jan 2022 - Dec 2022Contracted to develop scalable systems for sales & marketing and delivery operations which resulted in 356% growth over 12 months. -
Hvac Contractor In Residential New Construction:Thedavidrobertson.Com Dec 2019 - Jul 2022Engaged to systemize operations to take advantage of growth opportunities.[+] Identified, developed, and commissioned leadership team from within resulting in 73% reduction in quality and warranty recalls.[+] Worked with team to design accounting and inventory systems.[+] Facilitated Leadership Training & Strategic Planning Retreat for staff.[+] RESULTS: Top line revenue growth 324% over three years and Inc. 5000 ranking. -
Commercial Roofing Company:Thedavidrobertson.Com Jan 2020 - Dec 2020Contracted to conduct financial and operational analysis to determine company valuation, short term and long term potential, and structure to support owner's growth objectives. -
Senior Business ConsultantInternational Development Services, Inc. Mar 2023 - PresentDenver, Colorado, Us -
Interim ExecutiveGarris Grading & Paving Inc. Jul 2023 - Dec 2023 -
Creator Of Growthpointos™ | Business CoachGrowthpoint Coaching Co. Feb 2015 - Apr 2023Dayton, Ohio, Us• Developed and curated GrowthpointOS™, a revolutionary business operating system for achieving freedom, profit, and purpose.• Provided expert business coaching to help owners implement GrowthpointOS™ effectively.• Recruited and trained a small team of consultants at Growthpoint Coaching Co. in Dallas, Texas to drive business growth and success. -
Business ConsultantForbes Councils Jun 2021 - Mar 2023Boston, Massachusetts, Us• Advised Forbes council executives on business growth strategies and scalable business structures.• Implemented innovative solutions to optimize time management and increase company revenue.• Conducted in-depth analysis to identify areas for improvement and provided actionable recommendations. -
Business AdvisorL.V. Long & Associates Dec 2016 - Feb 2019 -
Senior Marketing ExecutiveL.V. Long & Associates Oct 2015 - Dec 2017 -
Biblical Entrepreneurship Trainer & CoachNehemiah Project International Ministries Sep 2013 - Dec 2016Suite 110, Washington, Us -
President & Co-FounderHome Service Company Sep 2012 - Aug 2014Lead company growth in residential home service, repair, maintenance, and replacement install of HVAC systems.
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Principal Insurance AgentInsurance Agency Nov 2004 - May 2008
David Robertson Skills
David Robertson Education Details
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Wright State UniversityMass Communication/Media Studies -
Multnomah UniversityTheological And Ministerial Studies
Frequently Asked Questions about David Robertson
What company does David Robertson work for?
David Robertson works for International Development Services, Inc.
What is David Robertson's role at the current company?
David Robertson's current role is Senior Business Consultant.
What schools did David Robertson attend?
David Robertson attended Wright State University, Multnomah University.
What skills is David Robertson known for?
David Robertson has skills like Leadership, Writing, Team Building, Consultative Selling, Cash Management, Social Media, Service Design, Public Speaking, Online Marketing, Executive Management, Sales And Marketing Strategy, Brand Development.
Who are David Robertson's colleagues?
David Robertson's colleagues are Ihab Ibrahim, Ryan Lottinger, Alan Schultz, Mba, Kristy Seminario, Max Gitin, Reed Bowen, Cesar Zaragoza.
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