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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:
Kudu / Douglass Winthrop (2021)
iM Global/ Asset Preservation Advisors (2021)
Connectus Wealth Advisors/ NorthCoast Asset Management (2021)
BOS / Kudu (2018)
Colliers International / Harrison Street Real Estate Capital (2018)
Northill Capital / Hastings Funds Management (2017)
Marble Point Credit Management / American Capital CLO Management (2017)
Manning & Napier / Rainier Investment Management (2016)
BNY Mellon / Atherton Lane (2016)
Hunt Companies / Amber Fund Management Limited (2015)
Fiera Capital Corporation / Samson Capital Advisors (2015)
Stifel Financial / Merchant Capital (2014)
Stifel Financial / Legg Mason Investment Counsel (2014)

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

CFA Charterholder and member of the CFA Institute and the CFA Society New York