DAVID MAO, CFA

Managing Director

Background

  • David’s valuation experience spans over 20 years, with hundreds of valuation analyses prepared.  
  • Before joining Ironsides, David co-led RSM LLP’s Los Angeles valuation practice from 2020 thru 2022.  
  • Prior to RSM LLP, David worked at KPMG LLP’s Economic & Valuation Services (EVS) practice from 2013 thru 2020.
  • Between 2001 and 2013 David worked at Deloitte Financial Advisory Services LLP and several boutique CPA and valuation firms.

Professional and industry experience

  • David’s experience includes over 20 years of providing financial advisory and valuation services to domestic and global companies. He has diverse experience serving a wide range of industries including industrial manufacturing, consumer products, healthcare/life sciences, and technology, media & entertainment. Clients have ranged in size from start-up to multi-billion dollar market capitalization.
  • His current and prior experiences includes:
    • Performed valuations of businesses, intangible assets, common stock, preferred stock, options, and warrants.
    • Assisted clients in development of complex financial models to assess the impact of future acquisitions on projected EPS, cash flows, and balance sheets.
    • Advised clients identifying and pricing acquisition targets.
    • Provided litigation support in areas including marital dissolution, loss profits, and fraud investigations

Education, Licenses & Certifications

  • BS, Business Administration, University of California, Riverside
  • CFA Charter holder

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