David has over 30 years of business and tax experience with a focus on the state and local tax aspects of mergers and acquisitions. In his role as a Senior Advisor at Leo Berwick David provides buy-side and sell side pre-transaction tax due diligence services, acquisition structuring services, tax model review services, and post-transaction integration services for Leo Berwick’s clients. David services private equity buyers/sellers and strategic commercial buyers.
David’s specialties include but are not limited to: State & local income/franchise tax, sales/use tax and other non-income taxes; acquisition structuring, pre-acquisition tax modeling, and post-transaction integration matters involving state and local taxation.
David has a B.S in Business Administration from UC Berkeley’s Haas School of Business, and a J.D. from Loyola Law School.