Our Clients

We believe one should be judged largely by the company one keeps. David Traversi is honored to have provided investment banking, sell-side M&A advisory, strategic planning, executive coaching, and executive team building services to some of the nation’s top companies and chief executives, across a wide array of industries:

What Clients Say About Us

“David Traversi was our sole exclusive advisor who worked with us “from cradle to grave” in managing the sale of our company. We quickly got to know him, liked him, and, most importantly, trusted him. With that basis, he expertly structured a transaction process that was transparent, organized, and ideal in all respects for achieving our objectives. He managed the process with the utmost integrity, diligence, and expertise, and we ultimately sold to a publicly-traded company on optimal terms. He may well be the best sell-side advisor serving the lower middle market. Our transaction could not have been handled better.”

Diana Fongheiser, Co-Founder and Former Co-Managing Partners Pediatric Therapeutic Services (now Kelly Services)

“David Traversi worked with my company for years to build enterprise value by providing strategic advice, executive coaching to a number of our executives, executive team building, and, ultimately, advising us on our highly successful sale to a publicly-traded strategic buyer. He is an expert at advising clients on building and then realizing value.”

Mike Rippey, Former CEO, Radiator Express (now Driven Brands)

“David Traversi managed one of the most complex transactions in which I have ever been involved - a strategic acquisition from dozens of individual investors, a debt financing with a large, non-bank institutional lender, and challenging interpersonal dynamics - with utmost skill, professionalism, and persistence. The advisor you want in your corner.”

Dan Williams, CEO, Amerit Fleet Solutions

“David Traversi managed the very successful sale of our IT services/mobile app development company to a name-brand, publicly-traded strategic buyer with consummate professionalism. Highly skilled and experienced in highly complex M&A transactions, he is the best of advisors and advocates for his clients - honest, transparent, and responsive.”

Rachit Shukla, Former CEO, Two Toasters (Now Live Nation Entertainment)