David is an accomplished finance and M&A/corporate strategy executive with deep domain expertise and pattern recognition in enterprise software, specifically, HR/talent management solutions.
Over the past two plus decades, David has successfully completed more than 30 M&A transactions and has led countless other strategic evaluations as both a corporate buyer and seller. He has a proven track record in general management, corporate finance, strategy, and business development. Most notably, David was the lead M&A executive on three $1.5B+ enterprise software transactions and has led M&A processes from strategic planning through integration.
David currently runs his own sell-side advisory and interim CFO consulting business called Bishop Peak Advisors, LLC which was originally founded in 2014 and relaunched in 2023. From 2019-2022 David served as the CFO of Utmost Software, Inc., a VC-backed start-up in the SaaS contingent workforce management space. In November of 2022, David led the ale of Utmost to IQ Navigator (Beeline). Prior to founding Bishop Peak Advisors in 2014, David was the vice president of global business development at Workday, a leading provider of cloud-based HR and finance enterprise software, where he oversaw Workday's implementation and technology partner ecosystem as well as all corporate development activities. Before joining Workday, David was the senior vice president of corporate development at Activant Solutions, Inc., which he helped merge and integrate into Epicor Software in 2011. Earlier in his career, David was chief financial officer for Valchemy, Inc. (sold to IBM in 2006); vice president of corporate development at PeopleSoft (where he led its 2003 acquisition of JD Edwards); and vice president of finance and corporate development for OnDisplay, Inc. (which was acquired by Vignette in 2000). He has also held senior business development and finance roles at GE Information Services (subsequently renamed GXS and acquired by OpenText) and National Semiconductor.
David holds an MBA with honors from Georgetown University. He earned undergraduate degrees in political science and agricultural managerial economics from the University of California, Davis. David also created and taught an MBA-level class entitled Technology M&A for UC Davis's Graduate School of Management and has guest lectured at Cal Poly, San Luis Obispo and at UC Berkeley.
In addition to Breakthrough Performance Systems, David serves on the advisory board of Dr. Katz, an emerging leader in mental health practice management software and clinician/patient content delivery solutions.