Functional Experience

  • M&A from due diligence through post-acquisition integration
  • Capital Raise including VC, private investors & debt
  • Turnaround, Crisis and Cash Management
  • Strategic Leadership and Vision Casting
  • Financial Modeling, Budgeting, Forecasting & Analysis
  • Sales & Marketing Leadership & Execution
  • LBO and Recapitalization
  • Bank and Investor Relations
  • Financial Reporting
  • Audit/GAAP Compliance
  • Improving/Creating/Implementing Controls and Procedures
  • IT/ERP Implementation, Integration and Management
  • Cash Management
  • Risk Management, Legal and HR

Example Industries

  • Education
  • Private Equity
  • Technology Products and Services
  • Non-Profit
  • Healthcare
  • Real Estate and Investments
  • Entrepreneurial Start-ups

David Merwin

PARTNER

Background

David Merwin offers over twenty five years of experience and visible achievements in Finance, Private Equity, Capital Markets and Sales and Marketing within both startup and traditional corporate settings, including recently as the Founder and Managing Partner for Muirfield Meadow Ventures (MMV), a Private Equity Investment Company focused on the acquisition of educational Institutions. He is noted for his extensive experience in leading successful acquisitions/turnarounds, operational improvement, sustainable revenue generation and the ability to adjust to a variety of market conditions, economic stress and change. David possesses an effective mix of both operational leadership and strategic business planning skills that has led to trusted financial acumen, M&A vision and execution, multimillion dollar growth, high-value sales, and major account growth, adapting and meeting challenges that often may seem insurmountable.

In his roles as a CEO and CFO, David has brought his vast and broad experience to bear for clients –leading M&A transactions, developing strategic and operating plans, improving reporting, managing turnarounds for distressed companies, executing post-merger integrations, assisting ownership and executive teams with recapitalization of their companies, and much more.

As a CSuite Financial Partner, David can deliver extraordinary results for clients, leading them through uncertain times. David can help clients drastically improve their operations and maximize value in their organizations.

Relevant Experience 

  • CSuiteFinancial Partners -Partner
  • Dime Accounting and Business Services – CFO
    • Beyond Adventures – CFO
    • Big Ticket Festival – CFO
    • Phase Family Center – CFO
    • Clear Sight Music – CFO
    • JDW Designs – CFO
    • Pediatric Speech – CFO
  • No Longer Bound –non-profit – CFO
  • Phase Family Center – CFO
  • Muirfield Meadow Ventures– CEO/CFO and Founder
  • CloudShield Technologies – VP Business Development
  • EMC Corporation – Regional Sales Manager
  • NCR Corporation – Corporate Financial Planning
  • University of Georgia – Professor

Education, Licenses & Certifications 

  • M&A Finance Professor, Terry College of Business, MBA Program, University of Georgia
  • MBA, Kellogg Graduate School of Management – Northwestern University
  • BA, Finance and Estate – SmealCollege of Business, The Pennsylvania State University