Davis assists clients with the business valuations, financial modeling and due diligence that underpin their employee stock ownership plan (ESOP) transactions. He provides a range business operations and cashflow analyses that helps clients achieve their business goals through optimal ESOP structures.
Prior to joining SES ESOP Strategies, Davis was an investment banking analyst with Mufson Howe Hunter, assisting with a range of buy-side, sell-side and capital raise advisory services for M&A transactions.
Education
- Fairfield University, B.S., Business Studies: Finance
- Villanova University, M.S.F., Graduate Studies: Finance
Powerful partnerships. Standout solutions.
Davis assists clients with the business valuations, financial modeling and due diligence that underpin their employee stock ownership plan (ESOP) transactions. He provides a range business operations and cashflow analyses that helps clients achieve their business goals through optimal ESOP structures.
Prior to joining SES ESOP Strategies, Davis was an investment banking analyst with Mufson Howe Hunter, assisting with a range of buy-side, sell-side and capital raise advisory services for M&A transactions.
Education
- Fairfield University, B.S., Business Studies: Finance
- Villanova University, M.S.F., Graduate Studies: Finance