Financial Poise

David R. Lallouz

David R. Lallouz is a partner in Tannenbaum Helpern’s Corporate, Capital Formation and Securities Law practice where he advises clients on complex corporate transactions. For a decade and a half, David has helped clients creatively structure, negotiate and implement mergers and acquisitions, private equity transactions, strategic investments, venture capital investments, joint ventures and public offerings.
David has successfully negotiated over a hundred M&A and related transactions to date, representing clients on both the buy-side and sell side, particularly in the “middle market,” and across a wide range of industries, including, industrial, manufacturing, commercial and retail business, financial services, including global financial institutions, multi-billion dollar investment funds and family offices, biotech and health sciences, staffing, professional services, advertising and talent management. David represents investors in PIPE (private investments in public equity) transactions and registered direct offerings.

Given the scope and breadth of David’s experience in mergers and acquisitions, he has previously been retained to provide testimony as an expert witness to a U.S. federal court on the M&A process and best practices.

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