David Lepper
Verified
Private and Public Business Strategist, Analyst and Senior Advisor to Family Offices and Businesses, UHNW Individuals, Private Equity, Hedge Funds and Real World Asset Managers. Qualified for engagement with Senior Investment principals as well as C-level, Investor relations and board teams.
Acting as both principal and advisor, a specialisation has been carved out on Private and Public market special situations and illiquid investment opportunities. This includes the sourcing, review, structuring, executing and enacting post-transaction strategies focussing on delivering enhanced returns from the relevant capital structure (i.e. Debt and Equity). A solid vocational track record with leading global institutions (UBS, HSBC, BNP Paribas, Brierley International) has provided a diversified focus on Small-Mid Market Opportunities (sub-US$10-billion enterprise value) across the United Kingdom, Europe, North America, Asia, MENA, Australia and New Zealand.
Specialties: Multi-asset, market, sector and company investment and research track record. This includes the formulation of multi-asset investment strategy, portfolio structuring, allocation, monitoring, risk management, and conducting leading institutional buy and sell-side research and reporting.