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; financial analysis and modeling of strategic and operational assessments, financial reporting, restructuring, mergers, acquisitions and divestitures; due diligence; balance sheet recapitalizations; refinancing, debtor-in-possession and post confirmation financing. David’s experience also 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 and restructuring 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 recognized 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 was recently appointed as Adjunct Faculty to Pace University's Lubin School of Business in the Finance and Graduate Economics department; he has been 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. He was recently appointed as an Instructor under a grant from the Department of Labor's Insurance and Financial Services Certificate Program where he taught 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 current Board member and Officer of the Turnaround Management Association-Connecticut Chapter and is a former member of the international Board of Directors of the Turnaround Management Association. 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 current Board member of the New York Institute of Credit.
He is also a member of the Association for Corporate Growth and the American Bankruptcy Institute. His civic responsibilities included serving as the Chief Financial Officer and current Board member of Congregation Beth El and serving as 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.
