David J. Stein

Vice President | CPA, CBV Write to David J. Stein
David Stein

GENUINE, DEDICATED, COLLABORATIVE.

Recognized for his authentic character and strong business acumen, David garners high regard from clients and colleagues.

In his role as a sell-side advisor specializing in mergers and acquisitions, David excels in partnering with entrepreneurs to help them sell or recapitalize their business. With a passion for the mid-market, he takes pride in helping business owners achieve their personal goals, while adeptly managing the intricacies of a deal.

David’s practical problem-solving skills, patience, and collaborative approach are assets in consummating a successful transaction, and well recognized by sellers, buyers, financial advisors, lawyers and other transaction stakeholders.

FIELDS OF EXPERTISE

  • Mergers & acquisitions
  • Transaction advisory
  • Vendor assistance
  • Business valuations

INDUSTRIES

  • Distribution
  • Consumer Products
  • Insurance
  • Business Services

ACADEMIC BACKGROUND

  • Chartered Business Valuator (CBV), 2018
  • Chartered Professional Accountant (CPA, CA), 2016
  • Graduate Diploma in Accountancy, Desautels Faculty of Management, McGill University, 2014
  • Bachelor of Commerce, Desautels School of Management, McGill University, 2013