The Lenox Group
David Schumm is an experienced finance professional with a diverse background in investment banking, tax consulting, and commercial real estate. Currently serving as an Associate at The Lenox Group since March 2022, David previously worked as an Investment Banking Analyst. Prior roles include Tax Consultant at McGuire Sponsel from January 2021 to March 2022, and a Commercial Real Estate Intern at Greenwood Star from May 2020 to September 2020. David also gained experience as a Pricing and Estimating Analyst Intern at Lockheed Martin during the summer of 2019. David holds a Bachelor's degree in Finance from the University of Georgia - Terry College of Business, earned in December 2019.
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The Lenox Group
The Lenox Group is a middle market investment bank providing M&A advisory and capital raising services to closely held businesses. Industries of focus include niche manufacturing, value added distribution, healthcare (services and technology), metals & mining, business services and technology. We work with business owners helping them to determine whether to sell through markets analysis and valuation services. In addition, we help them navigate the private equity, debt markets and M&A worlds, when they move forward with a proactive process. Our value add includes the identification of prospective buyers or investors, evaluating & vetting these groups, modeling & structuring an appropriate capital transaction, negotiating on the clients behalf, as well as closing in a timely manner. We work with clients across all geographies, predominately in North America. Typical transaction sizes range from $15MM to $300MM in enterprise value, however, for capital raising transactions we will go smaller.