David Sherman, CFA

Equity Private Placements at Houlihan Lokey

New York City Metropolitan Area

About

Experience

  • Houlihan Lokey (New York, New York, United States)
    • Investment Banking Vice President
      May 2023 - Present · 3 yrs 3 mos

      Capital Solutions Group - Equity and Venture Debt Private Placements

    • Investment Banking Associate
      May 2022 - May 2023 · 1 yr 1 mo

      Capital Solutions Group - Equity and Venture Debt Private Placements

  • Investment Banking Associate at Raymond James
    Sep 2019 - Apr 2022 · 2 yrs 8 mos

    Recapitalization & Restructuring | Private Capital Solutions Investment Banking

  • White Oak Global Advisors, LLC (San Francisco Bay Area)
    • Associate, Special Situations & Restructuring
      Aug 2017 - Aug 2019 · 2 yrs 1 mo

      White Oak Global Advisors, LLC ("White Oak") is a multi-strategy, fixed-income private investment fund that provides short- to intermediate-term debt facilities to middle-market companies. White Oak is an SEC-registered investment adviser that was established in 2007 and has over 70 professionals in San Francisco, New York, Chicago, Denver, and Atlanta. With over $5 billion in assets under management, White Oak works with its borrowers and partners to provide creative funding structures to support near- to mid-term growth initiatives.

    • Senior Analyst, Portfolio Management
      Dec 2014 - Jul 2017 · 2 yrs 8 mos

      White Oak Global Advisors, LLC ("White Oak") is a multi-strategy, fixed-income private investment fund that provides short- to intermediate-term debt facilities to middle-market companies. White Oak is an SEC-registered investment adviser that was established in 2007 and has over 70 professionals in San Francisco, New York, Chicago, Denver, and Atlanta. With over $5 billion in assets under management, White Oak works with its borrowers and partners to provide creative funding structures to support near- to mid-term growth initiatives.

  • Financial Analyst at Wells Fargo
    Jul 2013 - Dec 2014 · 1 yr 6 mos

    Wholesale Banking Loan Workout- Credit Resolution Group • Assisted eight vice presidents with management of distressed loans, primarily for middle market companies.

  • Assurance Intern at Ernst & Young
    Jun 2012 - Aug 2012 · 3 mos

    Financial Services Office- Assurance