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Client's Say

Here is a collection of feedback provided to us by our clients. We keep the individuals and businesses we work with confidential. Should you be interested in connecting with our past clients, for your own due diligence, please let us know.

I was referred to Dave at a time when my companies were bleeding cash as well as dealing with challenging bank loans, horrible landlord leases, and a large personal loan.  Instead of filing for bankruptcy, Dave drafted a workout plan that helped my companies reinstate positive cash flows.  Dave then was able to bring all my creditors to the table and convince them to accept a plan that got them paid and save me a huge liability and a large sum of cash.   Dave is worth his weight in gold.

CEO & Majority Business Owner

Over the years, l have worked with numerous bankers at the highest level mostly in troubled situations and turnarounds. I can honestly say that a large number of these professionals are collectors. Only a few have a turnaround mentality. Dave Gonzales is the best of the best in this area. His ability to rapidly analyze a situation in a timely matter is his strength. He thinks like a manager with financial expertise.

Public Business Owner

Dave is a highly competent M&A and Corporate Finance advisor, paying close attention to detail and has very strong technical skills as well. He is very responsive and is a strong advocate for his clients.  I would recommend Dave for any future engagements

Client CFO

When our company hired Mr. Gonzales to be our CEO I knew from his background in banking that he would make a big difference in matters financially. What I didn’t know was that by working tirelessly together with the incumbent leadership team and others he added to the mix, the company would grow / improve in every area to levels I had never imagined possible. As well as being an astute money guy, Dave is a great leader!

Private Business Owner

Our company worked with Dave Gonzales in 2020 on a difficult financing.  In my 30 years of banking and business ownership, Dave was one of the very best financing professionals I’ve met.  Smart, experienced, dedicated, and creative are all adjectives that come to mind. I would highly recommend Dave Gonzales for anyone seeking financing.

Client CFO & Business Owner

I worked with Dave on several opportunities over an 8-month period of time and found him to be very knowledgeable on financing (both bank and nonbank), a consummate professional and easy to work with.  He and his team were prompt and on time with delivery of work products and did an amazing job putting together pitch decks, projections, and other documentation for investor and bank presentations.  His background in banking and ability to quickly grasp issues, put me at ease on conversations with the highest levels of investors and bankers.

Client SVP Finance

Dave and I have worked closely together on numerous commercial Chapter 11 bankruptcies in which he has served in multiple capacities as a financial advisor, chief restructuring officer, or liquidating trustee. Without exception, he has provided exceptional advice and counsel from both a financial and managerial standpoint.  His strengths are his vast experience and his ability to quickly assess issues and develop creative solutions to resolve them.  He is not just a financial analyst, he is a tenacious and brilliant problem-solver.  An expert in every way.

Senior Bankruptcy Attorney - 500 Lawyer National Firm

Over the past few years, I’ve worked with Dave on multiple client engagements where his in-depth knowledge of the capital markets and his ability to simplify and structure complex transactions has provided significant value to his clients.  Dave has the unique ability to quickly assess a client’s financial situation, specifically what is required to structure the appropriate transaction(s), and how to successfully navigate through complex problems.  In addition to Dave’s experience and intelligence, he has excellent communication skills that will greatly enhance the probability of reaching the desired Client objective(s).

Principal

Client's Say: Testimonials
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