Select Executive Experience
Everwood Run, LLC (2022–Present), Portfolio CFO / Strategic Advisor
Hotwire Communications (2021–2022), Executive Vice President of Financial Operations
Old Ironsides Energy, LLC (2014–2020), Chief Financial Officer
Highland Consumer Fund (2009–2013), Chief Financial Officer
Thomas H. Lee Partners, L.P. (2000–2008), Controller
Hemisphere Financial Services, LLC (1998–2000), Director of Operations
Deloitte & Touche LLP (1996–1998), Senior Consultant
Core Competencies
Capital Formation & Fundraising
Mergers & Acquisitions
Divestitures
Capital Structure & Structured Financings
Treasury & Liquidity Planning
Forecasting
Valuation & Performance Reporting
Audit, Tax & Regulatory Compliance
IPO
Exit Readiness
Financial Reporting & Controls
Executive & Board Advisory
Private Equity Fund Finance & Operations
Fund Structuring & Governance
Investor Reporting & LP Communications
Industry Experience
Private Equity
Investment Management
Energy
Telecommunications
Technology Infrastructure
Financial Services
Education & Certifications
Master of Science in Taxation
Northeastern University
Bachelor of Science in Finance
Boston College
Chartered Financial Analyst (CFA)
CFA Institute
Certified Public Accountant (CPA)
Massachusetts
Executive Profile
David is a Partner on the Southeast team of SeatonHill. He is an accomplished Chief Financial Officer and fund finance executive with 25 years of experience directing financial operations for private equity platforms and investment-backed companies. Throughout his career, David has partnered with investment teams, limited partners, boards, auditors, tax advisors, and executive leadership teams on capital formation, acquisitions, divestitures, financings, liquidity events, fund structuring and investor reporting. He has supported more than $3.7 billion in capital raises and structured financings, 55 acquisitions, 20 divestitures, and multiple IPO and exit-readiness initiatives while building strong financial governance, reporting, controls, and institutional infrastructure. His experience includes funds up to $6.1 billion and organizations with more than $15 billion in assets under management.
Key Experience
Portfolio CFO & Strategic Advisory: As Portfolio CFO and Strategic Advisor to investment-backed and growth-stage companies, David supports CEOs with financial governance, capital planning, reporting, and transaction execution. He has led finance function assessments, implemented institutional-quality reporting and controls, developed five-year forecasts and liquidity plans, and worked with investment bankers on quality of earnings, valuation support, indications of interest, letters of intent, and transaction terms.
Private Equity-Backed Telecommunications Company: Recruited in connection with a Blackstone investment, David led accounting, FP&A, tax, and treasury while strengthening financial infrastructure for IPO readiness. He structured and executed a $1.5 billion assetbacked securitization, the first fiber-to-the-home transaction of its kind, and enhanced reporting, close processes, audit, tax, purchase accounting, and long-range financial planning to meet institutional sponsor requirements.
Multi-Billion-Dollar Energy Private Equity Platform: As Chief Financial Officer, David led the finance function for an energyfocused private equity platform and executed the financial structuring and operational transition of a $3 billion separate account during a successful spinout. He directed fund and tax reporting, investor communications, fundraising support, audits, regulatory compliance, valuation processes, and financial operations for portfolio companies, including financing, hedging, and capital planning.
Middle-Market Investment Fund: As Chief Financial Officer of a $300 million venture capital fund and management company, David oversaw fund accounting, financial reporting, tax compliance, investor reporting, annual meetings, due diligence, portfolio valuation, and performance reporting. He also supported transaction execution through accounting due diligence and the structuring of investment entities.
Global Private Equity Firm: As Controller at Thomas H. Lee Partners, David served as a senior finance leader within a global private equity firm managing funds up to $6.1 billion and more than $15 billion in firm-wide AUM. He managed financial and tax reporting for a flagship fund, oversaw distributions, carried interest, and investor allocations, directed performance reporting, coordinated SEC-related compliance initiatives, and led fund wind-downs and entity dissolutions.
Fund & Transaction Leadership: Across his career, David has directed financial operations across multi-fund and co-investment structures, supported $2.2 billion in private equity capital raises, and participated in 55 acquisitions, 20 divestitures, and eight IPOs. His experience spans the full fund lifecycle, including capital calls, distributions, investor allocations, GP/LP entities, SPVs, blockers, institutional investor requirements, and regulatory compliance.