Financial Poise

About David M. Lesser

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David supports entrepreneur owner-operators through his management consulting practice, Steppingstone Advisors, and his boutique investment banking business, Klarian Capital Group. Whether consulting or dealmaking, David helps entrepreneurs achieve professional gratification, financial security, and, ideally, a bit of legacy.

Entrepreneurs with technical vs. creative vs. sales passions bring different strengths and weaknesses to the table, think differently, and manage differently. Steppingstone and Klarian’s solutions are laser focused on who that unique entrepreneur is and how his or her passions and myopias shape the business.

David’s passionate support of other entrepreneurs is his own personal form of entrepreneurship, having launched this 2nd career after 17 years in Big Law, first-chairing public company M&A and helping bank and fund lenders work out “deals gone bad.” David’s entrepreneurial spirit also has produced successful real estate investment and lending ventures, all focused on smaller middle market and “under the radar” opportunities.