David is a Partner of Equity Litigation Group.

David leads the firm’s valuation and financial analysis practice. He brings two decades of experience spanning law and finance. As a litigator he has successfully challenged the fairness of transaction prices across companies’ capital structures—including equity, debt, and hybrid securities—resulting in hundreds of millions of dollars in settlements for clients.   

David started his career as a corporate attorney at a premier Wall Street firm where he advised on capital raising transactions in debt and equity markets. His clients included both underwriters and issuers and spanned industries ranging from oil & gas to telecoms to cruise lines. David was also part of the firm’s investment management group which specialized in hedge fund and private equity fund formation and complex regulatory matters.

David then moved to a bulge bracket investment bank where he worked as an equity research analyst covering consumer packaged goods and then restaurants. As a sell-side analyst, he built and maintained detailed financial and valuation models, generated investment recommendations, and advised clients on industry and company-specific outlooks.  His team routinely received top rankings by Institutional Investor and Greenwich Associates.

For the last six years, David has applied his expertise in analyzing equities to representing investors in class action and derivative litigation.

Representative actions include:

• Challenging the fairness of a conflicted common stock issuance by Charter Communications used to finance a highly accretive acquisition, resulting in an $87.5 million settlement.
• Challenging the exchange ratio of a conflicted stock-for-stock merger between Madison Square Garden Entertainment Corporation and MSG Networks, resulting in an $85 million settlement.
• Challenging the price of a conflicted convertible preferred issuance by Surgery Partners, Inc. that was part of a series of interrelated transactions involving the company, Bain Capital, and H.I.G. Capital, resulting in a $45 million settlement.
• Challenging a controller squeeze-out of Pivotal Software’s public shareholders (coordinated with parallel appraisal litigation), resulting in a $42.5 million settlement.