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.

©Copyright. All rights reserved.

We need your consent to load the translations

We use a third-party service to translate the website content that may collect data about your activity. Please review the details in the privacy policy and accept the service to view the translations.