David has been leading investors and clients through mergers & acquisitions, debt & equity financings and general financial advisory for over 25 years.
David is currently the President of Trailwise Capital, a recently established boutique capital and advisory firm, helping family offices and high net worth investors with access to and execution of direct investments in mid market operating companies.
Over the past few years David lead the creation of a significant Family Office at Forbes Bros Capital, responsible for overall operations and the sourcing and execution of new investment transactions. Alongside his role at the Forbes Bros Capital, David was the SVP & CFO of the family’s operating company, the largest privately held power line construction group in Canada. David lead the finance team, transactions, banking, bonding, and had oversight of various corporate functions and initiatives.
David is also a board member of a significant private company involved in the manufacturing of oil & gas products.
Previous to Forbes Bros Capital, David was a Partner & Senior Managing Director with a national firm corporate finance firm and led the mid market corporate finance practice in Alberta. David was directly responsible for clients and for sourcing, negotiating and closing transactions.
David is a CPA – Chartered Accountant, a Chartered Business Valuator.