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David Hastie is a merger and acquisition (M&A) advisor with The NYBB Group. He helps clients with matters relating to mergers and acquisitions, exit strategies, business valuations, and real estate. David’s clients include entrepreneurs, private equity groups and other financial sponsors, and lower middle-market companies with annual revenues of $5 million to $50 million. He represents clients across a variety of industries.
David has over 25 years of business ownership experience. Earlier in his career, David grew a start-up business consisting of three employees into a 250-plus employee firm with annual revenues of over $35 million. He has also advised newly formed start-ups and underperforming companies on issues such as compliance, business planning, turnaround management, market research, sales and marketing strategy, core company structure, capital raising, and Board Member interactions.
David currently serves as President of a technology company that provides digital signage solutions to the medical, banking, hospitality, and retail industries. He has also held senior leadership positions with a premier service provider in the financial services industry, working with regional banks and law firms.
David’s professional affiliations include the following:
• Chairman, Board of Directors – CEF June 2016 to Present
• Member, Board of Directors – APX Energy November 2011 to December 2014
David believes that his background has given him a unique perspective in relating to business owners interested in buying or selling a business. He aims to be a trusted M&A advisor, working cooperatively with all involved parties to make the unique, complex, and life-changing M&A process one of the most exciting and rewarding experiences of his clients’ business career.
David attended Erie Community College and has done coursework in Online Social Media Marketing, Communications, Marketing, Advertising, Accounting, Salesmanship, Contract negotiation, Compliance, Crisis Management, business valuations, and complex litigation.
David is married and has three daughters. In addition to spending time with his family, David is involved in local and regional charitable organizations and is an avid golfer.