M&A advisers

ListAlpha's guide to top M&A Advisers
Focus on mid-market and large-cap advisory firms for PE clients

David Katz

Managing Director
Jefferies
United States
LinkedIn profile link

Bio

David Katz is a Managing Director at Jefferies LLC, based in the United States. He has held this position since November 2017. Prior to joining Jefferies, David served as Managing Director at Telsey Advisory Group from February 2015 to October 2017.

Before his tenure at Telsey, he co-founded and was the Managing Partner at GreyCap Advisors, LLC from February 2012 to December 2014. David also held the role of Managing Director at Jefferies & Company from April 2010 to December 2011.

Earlier in his career, he was a Managing Director at CIBC World Markets / Oppenheimer & Company from December 2001 to April 2010. David began his professional journey as Principal and Co-founder of Harlyn Textile Mills/Ozzie Industries, Inc., where he worked from June 1991 to August 2001.

Tags

Investment Banking
Financial Services
Textiles
Advisory Services
Capital Markets

Experience

Jefferies LLC
Managing Director
2017-11-01
Telsey Advisory Group
Managing Director
2015-02-01
2017-10-01

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