David Appolonia

About David Appolonia

More than 30 years of broad business experience with a concentration in serving private equity firms, merger and acquisition/CFO advisory. Deep experience working with executive teams conducting commercial and financial due diligence, raising capital, structuring and negotiating transactions, and advising on integration and post-transaction operational considerations. Excellent record in developing relationships with executive management and financial institutions, building collaborative teams and synthesizing findings to support management’s investment thesis.

Experience

1. Founder

   Providence Transaction Advisory Services, Llc

   Aug 2019 — Present · Providence, RI, US

   Provide M&A and CFO advisory support to executive teams. Oversee and manage both buy-side and sell-side transactions to execute a successful transaction that achieves your investment thesis. Manage and align your transaction team, due diligence process and outsourced professionals throughout the process. Provide strategic and financial consulting to raise capital, sell-side readiness planning, and interim CFO support post-close.

Education

• University of Rhode Island - College of Business

  B.S. Business Administration, Accounting

  1982

• Bryant University

  Masters in Taxation

Skills

• Due Diligence
• Mergers & Acquisitions
• Transaction Advisory
• Investments
• Financial Reporting
• Private Equity
• Management
• Accounting
• Finance
• Financial Analysis
• Acquisitions
• Mergers
• Corporate Finance
• Financial Modeling
• Valuation
• Acquisition Integration
• Strategy
• Lbo
• Asset Management