David Gardner, CFA

David Gardner, CFA, is a Managing Director at Navigate Capital Partners (NCP) with over 15 years of investment experience.1 He plays a key role in the firm's investment activities and strategy.

Professional Background

Prior to joining Navigate Capital Partners, David Gardner held several notable positions:

1. Director at The Tokarz Group Advisers (TTGA), where he focused on junior capital investments in TTGA SBIC Pioneer Fund I and MVC Capital, a business development company.1

2. Analyst at Fifth Third Bank, where he:

   • Assisted in making direct mezzanine investments in lower middle market companies
   • Worked within the Private Placements group, helping to underwrite and market private debt securities to institutional investors
   • Invested junior capital from Fifth Third's balance sheet
   • Raised outside senior debt in various private placement transactions2

Education and Certifications

David Gardner has strong educational credentials and professional certifications:

• Graduated from the University of Cincinnati
• Holds the Chartered Financial Analyst (CFA) designation
• Holds the Chartered Alternative Investment Analyst (CAIA) designation1

At Navigate Capital Partners, David Gardner likely leverages his extensive experience in junior capital investments, mezzanine finance, and private placements to contribute to the firm's investment strategies and decision-making processes.12