Merchant Investment Management
David leads a variety of Merchant’s strategic and financial initiatives, including mergers and acquisitions, structuring, transaction execution and risk management infrastructures. Prior to Merchant, David was Managing Partner of MarketCounsel and the Hamburger Law Firm, a boutique consulting firm and law practice specializing in helping financial advisors transition to independence.
Previously, David served as Managing Director and General Counsel at Focus Financial Partners, LLC, a leading international partnership of independent wealth management firms. In this role, David oversaw all of the company’s mergers and acquisitions, implemented risk management infrastructures and worked on the company’s inbound private equity investments and credit facilities. Prior to these roles, David practiced as a corporate attorney at Willkie, Farr & Gallagher LLP and Vinson & Elkins LLP, specializing in mergers and acquisitions, private equity, venture capital and capital markets. David holds a JD from Harvard Law School and a Bachelor of Arts Degree from the University of Virginia.