David Waterman
Managing Director @ Monarch Practice Transitions
About
I joined Monarch Practice Transitions as Managing Director in 2018. Monarch is dedicated to providing professional financial advice to owners of veterinary clinics all across the US. We assist independent veterinarians in selling and buying a practice. I have led the Monarch team in developing the MonarchMatch(TM), which is recognized as our proprietary system for identifying the perfect buyer among more than 50 platform consolidators acquiring veterinary practices in the US. Under my leadership we have successfully completed more than 200 practice sale engagements and continue as the leading practice transition advisor in the United States.
United States
Rochester
Financial Services
Analytical Skills, Financial Analysis, Business Analysis, Account Management
Experience

Managing Director
Monarch Business Consulting, LLC
Rochester, New York Area

Managing Director
DeltaPoint Capital Management, LLC
Rochester, New York Area
Founder of private equity firm focusing on lower middle market buyouts in the Northeast from Boston to Cleveland. Have been involved in more than 120 M&A transactions involving middle market businesses, during my carrer as a commercial lender, investment banker and private equity fund manager.

Managing Director
Capital Formation Group
Founded middle market investment bank to serve businesses changing ownership in Upstate New York.
David Waterman's Contact Information
Phone
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