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David Lopez

Greater Los Angeles Area

Licensed Investment Banker and Transaction Advisor specializing in the Healthcare Industry with deep experience providing Sell-Side and Buy-Side M&A advisory, Private Placements, and Corporate Development services to business doing $10MM - $100MM in revenues.

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On-demand, expert advice.

Areas of Expertise

  • Mergers & Acquisitions

    More than 10 years experience working alongside CXO’s of established middle-market and startup healthcare and life science companies offering; transaction advisory, access to debt and equity capital markets, practice consulting, and business development to achieve strategic inorganic growth goals and divestiture objectives.

    • Finance
    • Investment banking
    • Mergers and Acquisition
    • Sell side
    • Transactions
    • Divestitures
    • M&A
    • Healthcare

Investing Profile

Investor Overview
1-3 investments
Invests $25,000 per company

My Interests

Health Sectors
Medical Devices, Digital Health, Biotech, Health IT, Healthcare Delivery, Pharmaceuticals, Diagnostics, Payers, Employers
Geographies
  • Greater Los Angeles Area

Experience

  • Managing Director, OfferBoard, Corporate Finance Group

    OfferBoard | February 2015 - Current

    OfferBoard launched its exclusive private placement platform subsidiary and is the only platform in North America to utilize the technology and experience of the Australian Small Scale Offerings Board (ASSOB), the world’s oldest online small offerings platform. OfferBoard addresses the unique funding needs of the middle market, particularly growing businesses in technology, financial services, life sciences, energy, business services and other global industries. The OfferBoard Group was founded by respected financial services industry veterans. The company’s diverse leadership team is comprised of financial services industry innovators from Lending Club, Goldman Sachs, SecondMarket, Cadwalader, Chase Manhattan and the Asian Development Bank. OfferBoard Group offers securities through its subsidiary, OfferBoard Securities, member FINRA/SIPC. The OfferBoard - Corporate Finance Group has quickly become a preeminent Investment banking company serving the needs of small to medium sized firms, specializing in public and private equity and debt capital raises, Mergers and Acquisitions and other advisory services. Beyond raising institutional capital for clients OfferBoard's platform now serves clients with private placement capital fundraising, structured as both publicly advertised (506c) and privately advertised (506b) offerings giving clients great worldwide visibility and access to capital. Member of FINRA & SIPC

  • Vice President

    Merit Harbor Group | February 2015 - Current

    The Merit Harbor Group is an M&A, Investment Banking, and Advisory firm focused on helping lower middle-market companies achieve their ultimate goals. Merit Harbor has offices in Seattle, Portland, Las Vegas, and Los Angeles. The Merit Harbor difference: MHG is like no other Investment Banking or Advisory firm because we‘re like you. Our firm is built and run by Entrepreneurs, C-Suite Execs, and Operators, who are Investment Bankers that are here to help you build and capture value. And unlike other firms, all our clients receive senior level attention on all transactions and engagements. Why? Because your legacy matters! Here’s how we help: Our team of M&A Advisors and Investment bankers can help you with: • Sell-Side M&A • Buy-Side M&A • Management and leveraged buyouts • Capital raises • Private Equity recapitalizations • Debt financing and restructuring If you’re not where you want to be, our Advisory team can help you get there by focusing on: • Strategy development • Leadership team development and coaching • Revenue growth and market strategies • Operational systems and efficiencies • Financial Optimization and controls