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David M. Weinstein
Chief Financial Officer
David M. Weinstein, founder and principal of Lakeside Advisors, is a corporate finance specialist with expertise in the development and implementation of business and strategic plans, analysis of strategic alternatives including mergers, acquisitions and divestitures, due diligence, balance sheet recapitalizations, refinancing, debtor-in-possession and post confirmation financing. David.s experience includes the financing and advising of publicly and privately held national and multinational companies ranging from $5 million to $2 billion in revenues across virtually all industry segments.
Prior to forming Lakeside Advisors, David was a principal in the national management consulting firm of Morris Anderson & Associates, Ltd., where he was responsible for the firm.s corporate finance advisory practice. Prior to joining Morris Anderson, David was a senior vice president and national Managing Director of bankruptcy financing for Congress Financial Corporation, a senior manager in the Corporate Financial Consulting Services practice at Arthur Andersen, LLP, and a vice president of the New York office of The CIT Group / Business Credit, Inc. where he co-founded the financial restructuring group.
David is a frequent lecturer and a nationally recognied panelist on bankruptcy, corporate finance and financial restructuring issues for professional and educational groups including Columbia University.s Executive MBA program, the New York University Stern School of Business MBA program, the Foundation for Accounting Education, the Institute for International Research, the American Bankruptcy Institute and the Turnaround Management Association. David is an adjunct faculty member of New York University.s School of Continuing Education and has authored numerous articles on corporate finance and bankruptcy related issues for financial publications. In addition, he has recently been appointed as an Instructor under a Grant from the Department of Labor's Insurance and Financial Services Certificate Program where he teaches Financial Statement Analysis and Financial Modeling.
David maintains memberships in numerous professional associations and is a past president and past chairman of the Turnaround Management Association-New York Chapter. He is a former member of the international Board of Directors of the Turnaround Management Association. He is a current Board member of the New York Institute of Credit. David has held senior positions at TMA International including vice president of Chapter Relations, vice president of University Relations and chairman of its President.s Council. He is the 1999 recipient of the Turnaround Management Association Outstanding Service Award. He is also a member of the Association of Insolvency Accountants, the Association for Corporate Growth, The CEO Roundtable of Fairfield County Connecticut and the American Bankruptcy Institute. His civic responsibilities include serving as the Chief Financial Officer of Congregation Beth El, the Finance Division Chair of the American Jewish Committee and as a Board member of the Breast and Prostate Cancer Research Foundation.
David received a BA degree in Economics and Political Science as well as his MBA in Finance from Pace University in New York. He is also a member of Pace University.s Dyson College of Arts & Sciences Advisory Board.