David B. Scott
Profile
Mr. David B.
Scott is a Senior Associate at Lovell Minnick Partners LLC since 2009.
Prior to that, he was as an associate with Berkshire Capital Securities, a boutique investment bank recognized for its focus in the financial services industry.
While at Berkshire Capital, he advised clients on mergers and acquisitions involving investment management firms, mutual fund companies and securities brokers.
He completed several middle market transactions aggregating nearly $800 million in deal value including the sale of Bingham Legg Advisors to Wilmington Trust Corporation, the Harris Insight Funds to the Phoenix Companies, and the sales of various ABN-AMRO affiliates.
Before Berkshire Capital, he served as a Product Manager at Strategic Insight, a leading provider of mutual fund and variable annuity database products used for competitive analysis and strategic planning by major financial institutions.
Mr. Scott received his MBA from Harvard Business School and a Bachelor of Science from Bates College.
Former positions of David B. Scott
| Companies | Position | End |
|---|---|---|
Berkshire Capital Securities LLC
 Berkshire Capital Securities LLC Investment ManagersFinance Berkshire Capital Securities LLC operates as an independent employee-owned investment bank specializing in Mergers & Acquisitions in the financial services sector. The company has partners located in Philadelphia, Denver, London, Frankfurt and Sydney. Berkshire Capital majorly transacts in the wealth management, money management, alternatives, real estate and broker/dealer industries. The company was founded in 1983 and headquartered in New York. | Corporate Officer/Principal | - |
Strategic Insights, Inc.
 Strategic Insights, Inc. Data Processing ServicesTechnology Services Strategic Insights, Inc. provides critical and proprietary data, business intelligence, research and marketing services to the global asset management community. It delivers full service solutions to the asset management sector worldwide, including investment flow data, advisor sales analysis, in-depth research, analytics, editorial content and events for investment managers, asset owners and custodians, plus Transaction Cost Measurement. The company was founded on April 24, 1989 and is headquartered in New York, NY. | Corporate Officer/Principal | - |
Lovell Minnick Partners LLC
 Lovell Minnick Partners LLC Investment ManagersFinance Lovell Minnick Partners LLC (Lovell Minnick Partners) is a private equity subsidiary of Lovell Minnick Holdings LLC founded in 1999 by Jeff Dale Lovell and Jim Edward Minnick. The firm is headquartered in Radnor, Philadelphia. | Private Equity Analyst | - |
Training of David B. Scott
| Harvard University | Masters Business Admin |
| Bates College | Undergraduate Degree |
Experiences
Positions held
Linked companies
| Private companies | 3 |
|---|---|
Berkshire Capital Securities LLC
Berkshire Capital Securities LLC Investment ManagersFinance Berkshire Capital Securities LLC operates as an independent employee-owned investment bank specializing in Mergers & Acquisitions in the financial services sector. The company has partners located in Philadelphia, Denver, London, Frankfurt and Sydney. Berkshire Capital majorly transacts in the wealth management, money management, alternatives, real estate and broker/dealer industries. The company was founded in 1983 and headquartered in New York. | Finance |
Lovell Minnick Partners LLC
Lovell Minnick Partners LLC Investment ManagersFinance Lovell Minnick Partners LLC (Lovell Minnick Partners) is a private equity subsidiary of Lovell Minnick Holdings LLC founded in 1999 by Jeff Dale Lovell and Jim Edward Minnick. The firm is headquartered in Radnor, Philadelphia. | Finance |
Strategic Insights, Inc.
Strategic Insights, Inc. Data Processing ServicesTechnology Services Strategic Insights, Inc. provides critical and proprietary data, business intelligence, research and marketing services to the global asset management community. It delivers full service solutions to the asset management sector worldwide, including investment flow data, advisor sales analysis, in-depth research, analytics, editorial content and events for investment managers, asset owners and custodians, plus Transaction Cost Measurement. The company was founded on April 24, 1989 and is headquartered in New York, NY. | Technology Services |
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