DAVID HOAG founder | director
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 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!!
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, David plays softball and poker as a "competitive-recreational" player in both, competing in tournaments and local league play. And he enjoys adventure travel and outdoor activities such as hiking and visiting National parks -- David has 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. David is always looking for the next adventure. He lives with his husband Mark and their dog, Max, and cat, Mia, in Lake Las Vegas, Henderson, Nevada. Originally from Vermont, David has called several places home, from Las Vegas and San Diego to Philadelphia, Northern Virginia and Washington, D.C.
RUSSELL CHAPMAN partner | advisor
Russ supports teams that reduce risk for investors and identify growth strategies using the full range of Birch Advisors services. Russ’ domain expertise includes, but is not limited to, consumer, commercial and industrial products, building products, business services, software/SaaS, and distribution and logistics businesses.
Russ has an extensive list of relevant diligence, sell-side, and growth strategy project experience. As a former CEO focused on bottom line performance, Russ helps ensure that Birch delivers fact-based, actionable results.
With almost three decades of senior management experience, Russ brings a valuable hands-on operating perspective to Birch Advisors. Russ works with a broad range of private equity clients, investment banks and operating companies
Russ’ background includes progressively challenging turn-around assignments for Fortune 500 companies, including RJR Nabisco, L’Oreal, and the Gillette Company.
Russ was also Managing Director of Atlantic Capital, an M&A boutique in Brazil that focused on cross-border company transactions. And as the CEO tasked by a leading private equity firm, he transformed an unprofitable retail artisan bakery into a world-class branded food company.
Russ has an undergraduate degree in Physics and received his MBA from the Harvard Business School.
Outside of the professional environment, Russ is an avid diver and underwater photographer, does pro-bono consulting for minority-owned businesses, and is a volunteer and board member at a local not-for-profit focused on food insecurity.
Russ speaks three languages and has extensive international operating experience in Puerto Rico, Brazil, Japan, Malaysia, Switzerland, and Eastern Europe.
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