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Wrong David Duval?

David B. Duval

Direct Phone: (858) ***-****       

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Claiborne Advisors Inc

4151 North Mulberry Drive, Suite 235

Kansas City, Missouri 64116

United States

Company Description

Claiborne commits its expertise to a few well-chosen engagements each year, allowing Mr. Duval to employ fully his Wall Street partner-level expertise on behalf of each client. With a tight focus on just a very few clients at a time, Claiborne enhances ... more

Background Information


Volunteer Advisor
PacVentures Inc

Volunteer Advisor
Pacific Community Ventures

Officio Trustee
Corporate Finance Council of San Diego

Web References (12 Total References)

Board of Directors pg 2 [cached]

David B. DuvalClaiborne Advisors, Inc.Principal

San Diego Business Lawyer, Real Estate Attorney, Corporate Law, Business Mergers and Acquisitions [cached]

George P. Shenas, Esq. hosts David B. Duval, President of Claiborne Advisors, Inc.

Mergers & Acquisitions Law Video Series, Business Attorney San Diego [cached]

Two different investment bankers share their respective insights on effective merger and acquisition transactions: Phillip Currie, founder and managing partner of Shoreline Partners, LLC; and David Duval, President of Claiborne Advisors, Inc.

Both Phil and Dave reveal an understanding of the subject matter which will enhance any viewer's knowledge of the M&A process.

San Diego Business & Corporate Law, Mergers & Acquisitions - Videos [cached]

George P. Shenas, Esq. hosts David B. Duval, President of Claiborne Advisors, Inc.

George and Dave discuss the investment banker's perspective how to prepare your company for sale, even in difficult economic times.
Dave explains the importance of educating the seller regarding the merger and acquisition process, generally, and emphasizes that the earlier a CEO starts laying groundwork - even several years before an actual sale - the more likely it becomes that the company is sold at a premium.
Dave addresses the challenges of adjusting the way the seller operates a "family run" business, as well as defining the company's "value proposition" for potential buyers. Dave and George identify common pitfalls faced by sellers, specifically: weak financial reporting (nothing more than tax returns); delaying much-needed improvements to operating procedures; and over-relying on "recast" financials rather than focusing on verifiable historical results.
Dave emphasizes the importance of obtaining reviewed statements from a CPA firm, along with preparing a detailed management letter which puts data into the proper context.
Part II: Dressing Up for the M&A Party - How an Investment Banker Can Help You Market Successfully
George and Dave discuss how to approach the marketing of a company.
Dave discusses "dressing up" the company for the "M&A party," by systematically eliminating or reducing risks that might jeopardize enterprise value. George asks how a company can identify likely buyers in the market, and Dave explains how a seller shouldn't limit itself to dealing with only one potential buyer - even in situations where a buyer has initiated the process by tendering an unsolicited offer.
Dave and George then each make some suggestions on where to find strategic buyers and how to identify and leverage potential synergies.
Dave emphasizes the importance of having a realistic valuation of a business, as well as the potential acquisition pricing that the market will support.
Part III: Get to the High End of the Price Range through 'Stage Management'
George and Dave discuss the actual posturing of a company for sale, including steps typically taken by investment bankers to position the seller at the high end of the market range.
George then asks about the delicate task of permitting the buyer to talk with key customers, and Dave shares his preferences on timing and execution.
Finally, Dave shares his views on maintaining confidentiality during the M&A process.

"They get their clients dressed up ... [cached]

"They get their clients dressed up for the party," said David Duval of middle market investment banking firm Claiborne Advisors Inc. in Del Mar "They probe for problems and weaknesses and try to solve them or inoculate against it.

"Only about two or three out of 10 are successful despite all the vetting," Duval explained.
"Some venture capital firms have moved up market and started doing private equity deals because the IPO market was shut for so long," said Duval, who tracks about 2,000 private equity groups.

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