David Farrell
President at Farrell Advisory- Claim this Profile
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Topline Score
Bio
Brian Graybeal, CPA
I have worked with David on several of the more complex and challenging engagements I've experienced at FTI. David is very thorough in his analysis and diligent in bringing new information to the client's attention. He is continuously focused on exceeding expectations and adding value for our clients through added analysis and very high quality reporting. As a supervisor, David is willing to share responsibility with less experienced managers and staff and provides useful and candid feedback. He clearly demonstrates a desire to move staff along their desired career development paths.
Bob Bradley
David has indepth and thorough experience in managing the process of corporate mergers and acquistions. I found him a great source of good advice and support.
Brian Graybeal, CPA
I have worked with David on several of the more complex and challenging engagements I've experienced at FTI. David is very thorough in his analysis and diligent in bringing new information to the client's attention. He is continuously focused on exceeding expectations and adding value for our clients through added analysis and very high quality reporting. As a supervisor, David is willing to share responsibility with less experienced managers and staff and provides useful and candid feedback. He clearly demonstrates a desire to move staff along their desired career development paths.
Bob Bradley
David has indepth and thorough experience in managing the process of corporate mergers and acquistions. I found him a great source of good advice and support.
Brian Graybeal, CPA
I have worked with David on several of the more complex and challenging engagements I've experienced at FTI. David is very thorough in his analysis and diligent in bringing new information to the client's attention. He is continuously focused on exceeding expectations and adding value for our clients through added analysis and very high quality reporting. As a supervisor, David is willing to share responsibility with less experienced managers and staff and provides useful and candid feedback. He clearly demonstrates a desire to move staff along their desired career development paths.
Bob Bradley
David has indepth and thorough experience in managing the process of corporate mergers and acquistions. I found him a great source of good advice and support.
Brian Graybeal, CPA
I have worked with David on several of the more complex and challenging engagements I've experienced at FTI. David is very thorough in his analysis and diligent in bringing new information to the client's attention. He is continuously focused on exceeding expectations and adding value for our clients through added analysis and very high quality reporting. As a supervisor, David is willing to share responsibility with less experienced managers and staff and provides useful and candid feedback. He clearly demonstrates a desire to move staff along their desired career development paths.
Bob Bradley
David has indepth and thorough experience in managing the process of corporate mergers and acquistions. I found him a great source of good advice and support.
Credentials
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Corporate Finance
Chartered Accounts in England & WalesJan, 2007- Nov, 2024 -
Chartered Accounts
Chartered Accounts in England & WalesMay, 1992- Nov, 2024 -
BSc Degree, Economics and Accountancy
Loughborough UniversityJun, 1988- Nov, 2024
Experience
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Farrell Advisory
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United States
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Financial Services
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1 - 100 Employee
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President
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Mar 2015 - Present
Farrell Advisory provides highly customized Corporate Finance services to business owners, boards of private equity firms, corporations and banks with regards to promptly and efficiently helping companies deliver shareholder value through: (1) M&A/Refinancing Transactions ((a) Buy-Side: formal buy-side due diligence, inhouse corporate development function and M&A disputes; (b) Sell-Side: pre-investment diagnostic, maximization of valuation by advanced preparation and implementation, carve-outs and M&A disputes; and (c) Merger Integration and Growth Initiatives); and (2) Chief Financial Officer and Restructuring & Business Reengineering solutions offerings for companies who are not operating optimally or in a stressed environment. Show less
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Cherry Bekaert
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United States
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Accounting
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700 & Above Employee
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Principal
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Jul 2013 - Feb 2015
I have joined Cherry Bekaert as a Principal in the Transaction Advisory Services practice. In this capacity, I am advising clients on all aspects of merger and acquisition activities, which includes providing buy-side and sell-side due diligence and merger integration services, for private equity firms as well as for publicly traded and privately held companies. I am also advising banks and companies in restructuring and distressed situations. I will be using my extensive experience in industries such as government contracting; defense; manufacturing and distribution; automotive; technology; telecommunications; and business services. Many of my prior engagements have included companies with domestic and international operations covering multiple jurisdictions, including U.S., Canada, Mexico, the U.K. and other European countries. To date I have led 22 buy-side, sell-side advisory and business diagnostic engagements for approximately 15 clients with combined total revenue of $1.2 billion. Show less
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FTI Consulting
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United States
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Business Consulting and Services
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700 & Above Employee
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Managing Director
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Jan 2006 - Jul 2013
• Led 62 buy-side, sell-side, restructuring and accounting advisory services for 30 clients with combined revenue of $31B. • Organized 11 business development events, including M&A seminars, •Subject expert matter for government contracting engagements for eight major clients. Highlights of Corporate Finance and Government Contractor Sector Engagements: • Authored reports on 36 buy-side and lending due diligence engagements for private equity, banks and large corporate clients including The Halifax Group, LBC Credit Partners, Cerberus, Wynnchurch, EDG, Ares Management, Monroe Capital, M/C Ventures, H.I.G. Capital, The Gores Group, Banc of America Securities, Wachovia, Citicorp, Goldman, Sachs & Co., Citicorp, Ambac Financial Group, Viatel, and Grede. •Led carve-out engagement for Delphi, normalized six years, including three forecast years, of stand-alone earnings on $1.4B revenue. •Conducted technical accountancy advisory services for Eddie Bauer resulting in no fines from the SEC investigation and Cambium Learning, Inc. when revalued 15,000 SKUs for four period ends. •Headed 11 creditor and debtor side restructuring engagements (revenues in excess of $14B) assisting SunTrust (LandAmerica), Bank of America, Lewis & Bockius, counterparties of Vitro, S.A.B. de C.V., Landis Rath & Cobb, and Kodak with their strategic options. •Performed 16 significant U.S. engagements in the government contractor sector including (1) buy-side due diligence for The Gores Group, Smith Bucklin Corporation, The Halifax Group and American Institutes for Research with focus on contract accounting, customer relations and compliance procedures; (2) restructuring engagements for Bank of America and SunTrust to minimize loan losses; and (3) multi-million dollar performance improvement engagement to multi-billion global government services provider in support of U.S. national security and foreign policy objectives. Show less
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KPMG US
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United States
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Financial Services
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700 & Above Employee
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Transaction Advisory Services
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2004 - 2005
• Supported 10 transactions including two major sell-side and carve-out engagements for Sara Lee, normalized five years of stand-alone earnings of over $2B, and BP, highly technical pro forma U.K. to U.S. GAAP reporting for $20B plus revenue division; accountancy advisory for EMD, issues arising from divestiture from GM; and buy-side due diligence for BAE Systems and America Online. • Supported 10 transactions including two major sell-side and carve-out engagements for Sara Lee, normalized five years of stand-alone earnings of over $2B, and BP, highly technical pro forma U.K. to U.S. GAAP reporting for $20B plus revenue division; accountancy advisory for EMD, issues arising from divestiture from GM; and buy-side due diligence for BAE Systems and America Online.
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Lynx plc
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Oxford, United Kingdom
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Group Commercial Manager/ Corporate Finance
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Jan 2000 - Sep 2004
• Disposal of Lynx Group plc, $546M revenue technology and financial services business, to Skandia and repurchase of the technology businesses via Lynx plc, a Management Buy-Out (“MBO”) vehicle. Reviewed management incentives. • Negotiation and due diligence of 13 technology related transactions with combined revenue of over $300M including: o Sales of leading U.K. pension software business, ERP and CRM software firm, Cisco networking products distribution business and automotive dealership software business. o Carved out business from a division, merged focused business with a new company and led reverse takeover of another company on AIM, the London Stock Exchange’s international market for small growing companies, of technical training businesses; and assisted in raising additional monies for the combined group on AIM. • Delivered combined reduction in MBO debt from $108M to $14M in 28 months. • Assessed financial, business and internal controls, risks and corporate governance for Board to comply with Turnbull Guidelines. Improved reporting and monitoring of Board and authored and implemented new group business controls manual. • Interim CFO for distressed subsidiary where refocused the strategic and budgeted objectives of the business and led performance improvement (e.g., financial reporting, major R&D project, and resized the cost structure). Show less
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Advisor
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2002 - 2004
Carved out technical training business from a division in Lynx, merged focused business with a new company and led reverse takeover of another company, Xpertise, on AIM, the London Stock Exchange’s international market for small growing companies, of technical training businesses; and assisted in raising additional monies for the combined group on AIM. Carved out technical training business from a division in Lynx, merged focused business with a new company and led reverse takeover of another company, Xpertise, on AIM, the London Stock Exchange’s international market for small growing companies, of technical training businesses; and assisted in raising additional monies for the combined group on AIM.
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Dawsongroup Plc
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Milton Keynes, United Kingdom
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Group Finance Manager/Corporate Finance
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Jul 1995 - Dec 1999
• Developed 3-year group strategic plan and metrics to evaluate business operating strategies, capital investment, performance and management quality. Identified new key performance indicators. • Carved out major business unit (50% of gross group revenues) from group and led cost saving initiatives for group services post disposal. • Primary negotiator and due diligence analyst for six transactions with combined revenue of over $100M. • Led acquisition of European portable cold storage business and directed restructuring, merger and integration of U.K. element; as interim CFO led finance and administration, resized the cost base and pricing strategies resulting in net margins improving from 10% to 30%. Performed fair value accounting and set strategic and budget objectives for new businesses (UK and European businesses). • Assessed, authored and implemented new Group business controls and accounting policy manuals and improved reporting and performance monitoring for the Board of Directors to meet Cadbury Guidelines (SEC regulations). Show less
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KPMG UK
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United Kingdom
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Accounting
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700 & Above Employee
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Chartered Accountant
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Sep 1988 - Jul 1995
Auditor, Tax and Due Diligence Auditor, Tax and Due Diligence
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Education
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1985 - 1988
Loughborough University
B.Sc, Economics and Accountancy -
1980 - 1985
Cheltenham College
Maths -
1972 - 1980
Arnold Lodge
Community
