David Diaz

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valuation mergers corporate finance acquisitions capital raise esop employee stock option plan investment banking sell side advisory business valuation financial advisory esop advisory mergers & acquisitions litigation support valuation opinions strategic options assessment fairness opinions solvency opinions financial reporting gift & estate tax planning transfer pricing client service middle market businesses private equity healthcare systems professional services due diligence business development financial modeling advisory services client relationships transaction opinions acquisition strategy sell-side advisory buy-side advisory dividend recapitalization equity financing debt financing valuation analysis market assessment business strategy advisory engagement financial consulting cross-industry expertise stockholder advisory real estate valuation strategic partnerships transaction structuring investment analysis wealth management business transitions market analysis company valuation valuation methodologies financial services capital markets consulting management consulting legal services professional training & coaching b2b investment management