ACG South Florida Luncheon Decision Point: Time to Sell

David is a Senior Vice President and Senior Wealth Strategist for the Broward County, Florida region of Northern Trust.  He has served in this capacity for Northern since 1998. His primary focus is on working with clients, in the context of our Goals Driven Wealth Management philosophy,  on the articulation and development of financial life goals and the creation of a customized portfolio and estate planning to achieve the goals. 

With 30 years of experience working with clients, he has developed strong listening skills and the broad base of knowledge necessary to ask impactful questions, allowing him to navigate the path to creating successful, customized plans.  With 24 years of experience at Northern Trust, he has a deep understanding of the range of solutions available, which allows him to access the appropriate blend of resources necessary for each unique client relationship. 

He has developed a specialty in working closely with owners of privately held companies, helping them develop liquidity and succession plans.  He helps clients assess their options in the context of prevailing market conditions, industry trends and the personal needs and preferences of the owners.  He helps clients understand what potential buyers may demand and expect, as well as how to prepare their companies for the smoothest possible sale process.

David earned a B.S.S. degree, with majors in Business and Psychology, from Cornell College in Mt. Vernon, Iowa.

Michael has 35+ years in corporate law and advising and building companies, all facets of business as lawyer, entrepreneur, board member, with special experience in internet software and hosting. Over $10 billion in transactions closed as lawyer for finance and M&A. Over $70 million personally raised for early and mid stage companies in which I was a principal. CEO and co- founder of successful internet and software companies, early stage advisor and investor, legal and corporate consultant to owners, boards and private equity firms early stage through scale to mid market and beyond, including, turnaround and restart situations. Developed and lead "going liquid" workshops for C level private company owners.

Specialties: legal, dispute management, mediation, contracts, mergers and acquisitions, joint ventures and strategic alliances, intellectual property, new ventures and corporate finance , business aspects of technology companies, including product and service development, board and ownership issues, turnarounds, consolidations. Speaker, board member , private investor.

Andrew is a member of the Investment Committee and is responsible for all the key aspects of the investment process, including sourcing, transaction execution, and portfolio company oversight. In addition, Andrew leads the investment team, including oversight of hiring, training, and developing the members of the investment team.