David Selig

David Selig is an experienced M&A advisor and succession planning expert specializing in advising wealth and asset managers, particularly RIAs with $1M - $60M in revenue.

He collaborates with the top-tier investment bank, Park Sutton Advisors, to provide strategic advisory and investment banking services to wealth and asset managers nationwide.

David's specialties include developing tailored merger, acquisition, and succession plans, understanding various investment models, performing valuations, structuring deals, and negotiating for his wealth advisory clients.

He is recognized as a subject matter expert within the RIA industry and is a frequent speaker at industry events.

David holds an MBA in Strategy from Columbia Business School and a BA in Film Studies from UC Santa Barbara. He has held various key positions in organizations like Advice Dynamics Partners, LLC, Pershing Advisor Solutions LLC, Luster National, Inc., Eveo, Deloitte Consulting, and Dataflex.