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MEMBER PROFILE

 

David Walsh

Oberon Securities

 

Member profile details

Membership level
Greater Boston Individual
First name
David
Last name
Walsh
Title
Managing Director
Company
Oberon Securities
 

CONTACT INFORMATION

City
Boston
State
Massachusetts
 

PROFILE INFORMATION

Call me when
You or your client wants to sell your business, buy a business, understand value, and or raise capital.
Why I/we support XPX
To join a local community of like-minded, client first, collaborative advisors.
Profession
  • Coach
  • Consultant
  • M&A Intermediary
Functional Expertise
  • Business development
  • Business growth
  • Business management
  • Buy side/Acquisitions
  • Cash flow enhancements
  • Change Management
  • Compensation
  • Due diligence
  • Entrepreneurship
  • Exit/Transition Planning
  • Facilitation
  • Leadership Development
  • Mergers
  • Sales
  • Sell side/Divestiture
  • Strategic planning
  • Transaction advisory
  • Transaction intermediary
Client Industry(ies)
  • Business Services
  • Computer/Electronics
  • Consumer Services
  • Manufacturing
  • Media and Entertainment
  • Software/Internet
  • Transportation/Storage
Professional Certification(s)
FINRA Series 79, NASAA Series 63, CEPA
Transition Planning Certification or Methodology
Exit Planning Insitute
In Business Since
2008
How to contact
781-779-1229
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