David Lake

David Lake is a Director with ButcherJoseph & Co.’s investment banking team. During his tenure, David has advised a diverse group of middle market companies on mergers and acquisitions, capital raising, and strategic advisory assignments. He has completed engagements in a variety of industries including healthcare, business services, manufacturing, real estate, and consumer products.

David’s previous investment banking experience includes deal work in leveraged finance as well as sell-side and buy-side M&A advisory. He has advised both publicly listed and privately held companies, including cross-border engagements. David began his investment banking career at Citigroup in its Leveraged Finance Group, focused primarily in the consumer, healthcare, and industrials sectors.

David earned a Master of Business Administration in finance from the UCLA Anderson School of Management and a Bachelor of Science with honors and Phi Beta Kappa from the Haas School of Business at UC Berkeley.  He is a CFA Charterholder.