David Puma is a FINRA registered investment banker with more than 10 years of experience as a mergers and acquisitions (M&A) advisor, as well as 34 years of experience in commercial finance and corporate banking.
David’s expertise spans finance leadership and operations, sell-side process and marketing, financial due diligence, risk analysis, market valuations and transaction negotiating and closing. When he or his clients are faced with adversity, he always finds a way to succeed.
David was in a rock band in high school and still loves listening to music. He is an avid sports fan and participant, and a two-time Texas state racquetball champion.