My clients range from Fortune 20 companies to small startups, and from the public, private and government sectors. Typically, they are small teams with big plans. I am often one of the first ten people working on a project that will ultimately take hundreds of millions or billions of dollars to finish. Here are some examples of my work and success to date.
FORTUNE 20
I provide analytic support to a wireless-focused group inside of Google. Much of this work focuses on wireless industry strategy issues and financial analysis on the wireless industry. Specific areas of interest include mobile network economics (including LTE, 5G), fixed wireless economics, addressable market sizes for different products, pricing structure and levels for Google products, and spectrum valuation.
“David is a true expert in his craft. Over the past 3 years, I’ve been consistently amazed with the depth of David’s models and the speed with which he produces them. It’s difficult to know all of the ‘what if’s’ at the start of a modeling exercise, and working with David allows me to explore opportunities from every angle and with surprising levels of fidelity. Beyond the mechanics of a model, David’s decades of experience in the telecommunications space provide useful perspective that I value. Finally, David is a pleasure to work with – curious, engaged, always calm under fire. “
Dave Vadasz, Business Development, Wireless Access, Google
“David brings great rigor to all the analysis we have done together which has been immensely valuable in making go/no-go decisions. He takes lightly defined problems, places a framework around them, and then explores the space using a combination of intuition, analytical tools, and scenario analysis. He is easy to work with, highly responsive to deadlines and communicates clearly. When deadlines are tight, I have absolute trust that David will deliver what I need.”
Mathew Varghese, Product Lead for CBRS,Google
MULTI-BILLION DOLLAR
I helped the Department of Commerce leverage the $7 Billion in initial Congressional funding into AT&T’s $28 billion 4G LTE network for First Responders nationwide. I created coherent financial model scenarios that included great detail on such factors as scale, timing, costs, and pricing. I also created early-stage internal financial systems and provided ongoing support for financial planning, reporting, and analysis. READ MORE
“I have worked with David for many years on multiple telecom projects, including multibillion-dollar national network deployments and smaller scale investment opportunities. He has an incomparable understanding of telecom business and network economics and a rare ability to develop financial models that communicate the key decision drivers for management teams and investors. I have always been able to rely on his ability to deliver outstanding results under the most critical time constraints.”
James Canizales,
Former Lead Strategy Contractor, FirstNet
Former VP Strategy, Clearwire
“As I led FirstNet from a true startup with no people and no resources to a budget of $98 million in under 12 months, I relied on David for both creating and selling the larger strategic vision and financial models as well as handling the day-to-day operational details around financial projections, budgeting and reporting. His depth of wireless knowledge and insights enabled our Board to support our plans.”
Craig Farrill,
Former Acting GM, Chairman-Technology Committee and Board Member, FirstNet
COMPANIES SEEKING $100M+ FROM PRIVATE EQUITY
This provider of wireless high-speed internet and voice services to rural communities needed a business plan that was both fundable by private equity investors and approved by a federal agency for a loan. It took over 300 iterations of the plan, but eventually Open Range got funded to the tune of $367M including over $100M in equity. READ MORE
“David’s technology, financial insights, diligence, and effort allowed us to satisfy the requirements not only of our own team, but also major private equity investors and the thousands of pages of detailed output demanded by our lenders from the Department of Agriculture.”
Q Saeed,
EVP, Business Operations, Technology & Corporate Development, Open Range Communications
INDIUS
Indius had a multi-hundred-million-dollar plan to roll up mid-sized Cable MSOs in India and roll out broadband as a second core product. I was brought in by the CEO after their first plan was rejected by investors. Within seven weeks I had identified key value drivers, built a new model that corrected numerous errors and refined new strategies. READ MORE
“David was a key partner to me as I dug in to understand the economics of this new business and figure out how to turn it around. Every deal-maker needs someone to focus on uncovering the facts and synthesizing it into action — that’s the support David provides to me.”
Bill Beans,
Interim CEO, Indius
Chairman, Tenacity Capital Ventures,
VENTURE CAPITAL DEALS
$5M-100M
$5M-100M
Panasonic had nurtured a telecom hardware company from the idea/lab stage to early commercial success. They wanted to bring in a new investor to take the lead as the company scaled. I worked with Panasonic and company leadership to create a compelling strategic financial vision to support the financing and board leadership transition.
