WELCOME TO OAK PLACE ADVISORS
OAK PLACE ADVISORS PROVIDES INDEPENDENT BUSINESS VALUATION AND M&A ADVISORY TO PRIVATELY HELD COMPANIES, BUSINESS OWNERS, AND INVESTORS.
SERVICES
VALUATION ADVISORY
Business Sales
Partnership Buyout/Disputes
Estate and Gift Tax Valuations
Buy-Sell Agreements
Divorce
Corporate Litigation
TRANSACTION ADVISORY
M&A Readiness
Growth Strategy
Market Analysis
M&A ADVISORY
Sell-Side M&A
Capital Structure Advisory
Debt Capital Markets
Equity Capital Markets
DAVID LEAL
Managing Director
David leads Oak Place Advisors after a successful career on Wall Street in New York and Houston as a managing director advising clients in the Technology, Energy Transition, Telecom and Media industries on capital markets transactions, mergers and acquisitions and valuations. Throughout his career, David has advised and executed on over $250 billion in M&A, debt and equity capital markets transactions for clients, including several landmark transactions.
David began his career in the technology industry where he held several leadership roles.
David has a bachelor’s degree in electrical engineering from Rice University and an MBA from the Tuck School of Business at Dartmouth College.
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