First Vice President Partner/FA
David is responsible for operational management and business development for the Murray Peeler Group, including Private Equity and Portfolio companies, Hedge Funds and Global Wealth Client areas of the team practice. He is a member of a select group of Merrill Lynch advisors that can cross all Bank of America Merrill Lynch product platforms including Commercial Banking, Global Capital Markets and Wealth Management. David brings over 20 years of M&A experience in the media and information sector having served as CEO of CMR/VMU, Kellogg Media Holdings and other Private Equity backed Portfolio Companies. He focuses on developing customized financial strategies for PE, Portfolio Companies and corporate executives. David holds an M.B.A. from Northwestern’s Kellogg School of Management and a B.S. from Northeastern University. David and his family reside in Greenwich, CT.
Our Institutional team works with Private Equity Firms, Portfolio Companies, Hedge Funds and Private and Public Corporations in the middle market sector. The team provides consistent relationship management across the firm, in order to access the entire Bank of America Merrill Lynch Services Platform. This enables us to address the following financial services needs of our clients:
• Commercial Banking – Leveraged Finance, Recapitalizations, Leasing
• Global Finance – Investment Banking, Capital Markets access
• Treasury Services– Domestic and International Cash Management Strategies
• Wealth Management Services – 401K Plans, Defined Benefit Plans, concentrated stock option plans