M&A advisors providing expert mergers and acquisitions services for business sales, acquisitions, and integrations.

David Halvorson

Maximizing Value for Sellers, Optimizing Growth for Buyers,
Precision in Valuations

This interactive profile showcases David Halvorson’s unparalleled expertise in Lower Middle Market
M&A Explore his unique value proposition, deep industry specializations, and comprehensive
advisory services designed to maximize value for discerning buyers and sellers.

Total Transaction Volume
0 M+
Intel Corporate Development
0 +Years
Potential Acquirer Network
0 +

A Unique Synthesis of Expertise

David’s distinctive value proposition is forged from a rare blend of corporate rigor and
entrepreneurial agility, ensuring a comprehensive strategy that maximizes value for
Lower Middle Market clients.

Fortune 500 foundation

Over a decade at Intel, applying unparalleled corporate development discipline, strategic frameworks, and strict confidentiality to every transaction, ensuring meticulous execution and risk management.

Entrepreneurial Insight

Deep insight from startup product development, Saas, and business model Innovation, bridging the gap between Innovative founders and sophisticated acquirers with a forward-looking perspective.

Dual-Sided Advantage

Proficiency in advising both sellers and buyers ensures a balanced perspective, fostering smoother negotiations and optimal outcomes by anticipating the needs and motivations of all parties involved.

Analytical Excellence

A Stanford MS (EE/CS) and ML/Data Science certification provide a distinct analytical edge for complex valuations, technology assessments, and data-driven strategic Insights, ensuring precision in every deal

Interactive Industry Focus

David provides deep, sector-specific expertise. Click on a segment of the chart below to explore his
specialized approach for each key industry.

IT Services & Tech RIA & Wealth Mgmt CPA & Pro Services Manufacturing

Explore My Expertise

Select an industry from the chart to view detailed information on my specialized advisory approach, key value drivers, and experience within that sector.

Comprehensive M&A Advisory Services

A full spectrum of services designed to guide clients through every stage of a transaction, from strategic
planning and rigorous due diligence to successful execution and post-acquisition integration

Sell-Side Advisory

Orchestrating a meticulous process to maximize exit value, including strategic positioning, competitive suctions, confidential buyer outreach to over 40,000 acquirers, and expert negotiation management.

Buy-Side Advisory

Providing proactive target sourcing and market intelligence, rigorous commercial and operational due diligence, expert deal structuring and risk mitigation, and crucial post-acquisition integration planning

Business Valuation

Delivering defensible, comprehensive valuations for transactions, 400A compliance (for emerging growth companies). estate planning, and strategic assessments to empower Informed, data-driven decisions.

Credentials and Professional Affiliations

David’s extensive academic background and professional affiliations underscore his deep expertise and
commitment to the highest standards in M&A advisory.

Education

  • MBA, Finance & Strategy - Santa Clara University
  • Graduate Studies in EE and CS-Stanford University
  • Undergrad Studies in EE and Economics-University of California San Diego

Certifications & Affiliations

  • International Business Brokers Association (IBBA)
  • California Association of Business Brokers (CABB)
  • M&A Source (MAS)
  • Machine Learning & Data Science (General Assembly)

Ready to Unlock Your Company's Value?

Partner with David Halvorson for unparalleled strategic guidance, rigorous due
diligence, and results that maximize value for all stakeholders in your MBA journey.
Schedule Your Confidential Consultation
  • 51 E. Campbell Ave,
    Suite 400-0, Campbell, CA 95008
  • David J Halvorson (Linkedin)
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