DAVID HOAG founder | director
David has made a career of being a trusted provider of organic and inorganic growth opportunity due diligence, market analyses and competitive positioning assessments for corporate strategy units, and buy-side, value creation and sell-side services for private equity firms and their portfolio companies.
Prior to founding Birch Advisors, David has worked with specialized competitive intelligence, M&A advisory and growth strategy consulting and investment advisory firms, including ...
- Acclaro Growth Partners (partner)
- Taylor Advisory (synergy consultant and competitive intelligence specialist)
- Hoag & Company (founder, managing director)
- Markowitz & McNaughton (senior project manager)
David is a graduate of the University of Pennsylvania's Management & Technology dual-degree program, -- so yes, Go Quakers!!
M&A advisory & growth strategy consulting professional with 30+ years experience serving corporate enterprise, middle market and investment community clients with research & analysis-driven services, from commercial due diligence and market analyses to strategic value creation and customer opportunity assessments
David's experience has focused on:
- New market entry and growth opportunity assessments
- Growth strategy development, evaluation, prioritization and recommendation
- Market sizing, segmentation and competitive landscaping, and competitive analysis
- Customer-driven needs and growth opportunity assessments
- Acquisition target search, evaluation & prioritization and supporting proprietary deal flow through custom targeted research
- Commercial due diligence, testing hypotheses, evaluating investment theses
- Synergy analysis for acquisitions or other growth opportunities
- Competitive benchmarking and intelligence
Outside of the office, I play softball and poker as a "competitive-recreational" player in both, competing in tournaments and local league play. And I enjoy adventure travel and outdoor activities such as hiking and visitng National parks -- I've bungee jumped, skydived, scuba-dived the Great Barrier Reef, climbed Ayers Rock (when it was once allowed), rode a mule to the bottom of the Grand Canyon, scalped tickets to a championship soccer (futbol) game in Madrid, and travelled cross-country exploring both obscure and famous sites and places. I'm always looking for the next adventure. I live with my husband Mark and our dog, Max, and cat, Mia, in Lake Las Vegas, Henderson, Nevada. Originally from Vermont, I have called several places home, from Las Vegas and San Diego to Philadelphia, Northern Virginia and Washington, D.C.
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