David is the founder and President of TrailWise Capital.  David has been leading business owners, executive teams, investors, and family offices through divestitures, mergers & acquisitions, debt & equity financings and general financial advisory for over 25 years.

Prior to the founding of TrailWise Capital, David was a Partner & Senior Managing Director with a national corporate finance firm and led the middle market corporate finance practice in Alberta, Canada. David was directly responsible for origination, transaction management, capital sourcing, negotiating and closing divestiture, M&A and financing transactions in the middle market.

David led the creation of a significant Family Office, responsible for overall operations and the sourcing and execution of new investment transactions.  Alongside his role at the Family Office, David was the SVP & CFO of the family’s operating company, the largest privately held power line construction group in Canada. David led the finance team, transactions, banking, bonding, and had oversight of various corporate functions and initiatives.

David holds an ICD.D designation from the Institute of Corporate Directors and has served as a board member of several significant private companies involved in waste management, construction and the manufacturing of oil & gas products.

David also holds a CPA – Chartered Accountant designation and a Chartered Business Valuator designation