The primary mission of Financial Poise™ is to provide reliable plain English business, financial, and legal education to individual investors, entrepreneurs, business owners, and executives, and to help trusted advisors do the same.
David Sikes advises clients in the areas of mergers and acquisitions, corporate governance, venture capital, private equity, and capital markets.
He has counseled acquirors and sellers in a variety of M&A transactions in both private and public contexts, including mergers, tender offers, stock and asset acquisitions, and distressed companies. His capital markets experience includes private company equity and debt transactions and public company equity and convertible debt issuances. His corporate governance experience includes ’34 Act filings and general corporate advice. David advises on venture capital financings, primarily involving acquisitions of preferred stock or convertible debt. He also counsels early-stage issuers in the areas of formation and financing.
David also represents a variety of pro bono clients, including organizations dedicated to providing tutoring and job skills services to at-risk youth in the San Francisco Bay Area.
David is vice chair of communications of the Corporations Committee of the Business Law Section of the State Bar of California.