Presented By: Citizens Capital Markets and BDO
Entrepreneurial Tales & Second Bites at the Apple.
Transaction Advisory Services Partner
Ross has more than 20 years of public accounting experience, having spent most of those years in the transaction advisory service practice at a Big Four firm. Ross has participated in more than 300 transactions in a number of industries, including manufacturing and distribution, consumer products, professional services, aerospace, software and restaurants. He has experience with both corporate and private equity clients on acquisition and divestiture activity, including carve-out operations with both domestic and international clients. Ross’ focus is in due diligence, integration planning and implementation, synergy identification and capture, valuation, and divestiture planning with a concentration in financial due diligence.
Citizens Capital Markets
David co-founded Western Reserve Partners in 2004, which was acquired by Citizens in 2017, and has more than 25 years of experience advising middle market companies in mergers and acquisitions and capital raising across a wide range of industries. Prior to co-founding Western Reserve Partners, he was a Managing Director at KeyBanc Capital Markets and Manager of Consumer Investment Banking at McDonald Investments. David started his career at Ernst & Young, where he provided financial consulting and audit services to middle market companies.