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David Locala spent his entire career of over 30 years in investment banking, with a particular focus on mergers and acquisitions and financing / capital markets transactions for companies in the technology sector. He completed over $200 billion in transactions, including buyside and sellside M&A for publicly-traded and private companies, leveraged buyouts and contested transactions. In 2021, David was named to the list of “The Top 100 Harvard Business School Alumni in Finance and Investing.” He is a world-class testifying expert in valuations, corporate transactions, deal structuring, and due diligence.

David most recently served as Citigroup’s Global Head of Technology M&A, based in San Francisco. He provided M&A advice to companies in the software, semiconductor and Internet sectors, handling negotiations, valuation analysis, due diligence and other aspects of transaction origination and execution. He also served on Citi’s Fairness Opinion Committee.

 

From 2005 - 2015, David worked at Deutsche Bank in San Francisco, most recently as Co-head of Global Technology M&A, where he also served on the Fairness Opinion Committee. Earlier in his career, David worked in New York, Hong Kong and San Francisco in the M&A groups of Lazard, Morgan Stanley and Montgomery Securities.

 

David holds an MBA (with Distinction) from Harvard Business School and a Bachelor of Science in Commerce (with Distinction) from the McIntire School of Commerce at the University of Virginia, with a concentration in Finance. He serves as a director of a privately-held software company and also acts as the Chair of the Finance Council of a non-profit middle school serving students in San Francisco’s Tenderloin District.

EXPERTISE


 

Mergers and Acquisitions (M&A)

Fairness Opinions

Business Valuation

Venture Capital / Private Equity

IPOs / SPACs

Companies in the Technology Sector

 

EDUCATION


Harvard Business School

MBA (With Distinction)


University Of Virginia

McIntire School Of Commerce

B.S. in Finance (With Distinction)

WORK HISTORY


SEDA Experts

Managing Director

2024 – Current


Citigroup

Managing Director and Global Head of Technology M&A

2015 – 2022


Deutsche Bank

Managing Director and Co-Head of Global Technology M&A

2005 – 2015


Lazard Frères

Managing Director

1998 – 2005


Montgomery Securities

Vice President

1995 – 1998


Morgan Stanley

Financial Analyst

1989 – 1993

M&A and Investment Banking Expert Witness

Contact Form
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Contact

David Locala

1185 Avenue of the Americas
New York, NY 10036

+1 646-626-4555

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