Oberon Securities, LLC
David W. has extensive experience as a Managing Director at both Oberon Securities, LLC, where they have been working since 2018, and Harbinger Partners, LLC, where they started in 2008. At both companies, David W. demonstrated their entrepreneurial skills and successfully managed various responsibilities.
David W. attended Bentley University, where they obtained a Bachelor of Applied Science (B.A.Sc.) degree in Accounting. In addition to their degree, they have also obtained certifications including the CEPA® Certified Exit Planning Advisor from the Exit Planning Institute in April 2020. David has also pursued certifications in Series 63 and Series 79, but specific information regarding the completion dates or institutions from which they obtained these certifications is not provided.
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Oberon Securities, LLC
Oberon Securities LLC (“Oberon”) is a New York City based investment bank that provides buy-side/sell-side M&A advisory and private equity/debt financing services. Oberon was founded in 2001 with the objective of becoming the “go to” investment bank for middle market businesses - capable of closing exceptional transactions with the intimacy of a boutique while providing a suite of services that rivals much larger institutions. Over the past 18 years we have grown rapidly, building a platform that excels within our middle market niche and is unique within the industry. Today, Oberon has approximately 70 senior banking professionals that bring experience from the ‘bulge bracket’ and track records of excellence in their respective focus areas. We have closed more than 300 transactions and won multiple industry accolades. However, the quality of our work is best evidenced by the amazing companies and asset managers we have had the pleasure of working with, many of which have become multi-transaction relationships spanning over a decade. Oberon is proud of its accomplishments yet cognizant that success will only be sustained by continuing to offer the most innovative services delivered by the highest quality professionals. The firm is committed to growing its team opportunistically and refining its business model to remain at the forefront of our industry. Oberon’s team is approachable, friendly and helpful. We always want to hear from private business owners, middle market investors/lenders and other investment banks interested in exchanging ideas.