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David B. Reynolds, CFA

David B. Reynolds, CFA

New York, NY

David is actively involved in all of Berkshire’s sector practices. 

David joined Berkshire in 2012. He has extensive M&A and valuation experience across the wealth management, investment management, real assets and securities sectors. David assists with transaction execution on a number of global Berkshire assignments and co-leads the Firm’s junior banker development program.

Notable Transaction Experience:
W Capital Partners / AXA Investment Management (2024)
Invesco / Faropoint (2023)
Sammons Financial / Northrock Partners (2023)
TMI Holdings / Argent Financial Group (2023)
Kovitz / Origin Investments (2023)
Azimut / Kennedy Capital Management (2022)
Sunlife Financial / AAM (2022)
Merchant / Redwood Investment Management (2022)
Foresight / Infrastructure Capital (2022)
CI / Columbia Pacific Wealth Management (2021)
CI / Columbia Pacific Advisors (2021)
Polen Capital / DDJ Capital Management (2021)
Cerity Partners / Bingham, Osborn & Scarborough (2021)
Investcorp / Artemis (2021)
Kudu / Douglass Winthrop (2021)
iM Global / Asset Preservation Advisors (2021)
Connectus Wealth Advisors / NorthCoast Asset Management (2021)

Education & Affiliations:
Duke University, BS in Mathematics and Economics

CFA charterholder and member of the CFA Institute