DAVID T. EVANS
*** ******** **** *********, *.C. 28211 704-***-**** (h) 704-***-**** (c) *******@*****.***
EXPERIENCE
PUREPAY CAPITAL Charlotte, NC
**** – Jan. 2009
Director, Investments – Private Equity Fund
• Managed all investment activity including the sourcing, analysis, negotiation, due diligence, and closing of principal
investments and acquisitions within the broader Payments and Financial Technology sectors
• Identified and evaluated numerous acquisition opportunities, leading to the consummation of three transactions
• Analyzed integration plans and directed all exit alternatives analysis
• Led mezzanine financing for recapitalization of sub-vertical roll-up
WACHOVIA SECURITIES Charlotte, NC
2005 – 2007
Vice President, Investment Banking – Technology & Services Group
• Assisted with origination efforts for clients in the Financial Technology and Transaction Processing sectors
• Interacted closely with clients’ executive management teams, board members and leading financial sponsors to develop
and enhance positioning strategies designed to maximize shareholder value
• Managed deal teams across product specialties to execute transactions across the product spectrum including M&A, equity,
and leveraged finance
• Originated coverage and marketing efforts by identifying and screening potential clients, creating strategic proposals, and
researching industry sectors and new opportunities
Sr. Associate, Investment Banking – Technology & Services Group
• Managed the execution of transactions across product groups in M&A, equity, and leveraged finance
• Worked closely with clients to build internal financial statements and pro forma merger analyses
• Performed detailed company and industry analyses, including managing the creation of complex financial models
S.G. COWEN & CO., LLC. San Francisco, CA
2003 – 2005
Associate, Investment Banking – Technology Group
• Analyzed M&A, private placement, restructuring and financing alternatives for clients in a variety of technology sectors
• Supported senior bankers’ coverage and marketing efforts by organizing pitch materials, contacting and screening potential
clients, and researching industry sectors and new opportunities
• Coordinated in-depth business and financial due diligence, SEC documentation, roadshow procedures, internal
commitment, and sales memoranda for 6 completed equity transactions
J.P. MORGAN CHASE & CO. New York, NY
Summer 2002
Summer Associate, Investment Banking – Technology, Media & Telecom Group
• Evaluated strategic alternatives and drafted presentations for companies in the Transaction Processing sector
• Participated in due diligence, SEC documentation and valuation analyses as part of a mandated team to execute an IPO
for an $800 million technology company
EMC CORPORATION San Francisco, CA
2000 – 2001
Systems Engineer
• Developed and pitched data storage solutions and proposals to small and medium enterprises generating $10 million in new
and incremental revenues for fiscal year 2000
• Managed cross-functional teams of finance, software, hardware and professional services to maintain customer sites and
implement multiple accounts concurrently
• Created multi-million dollar proposals and constructed financial models analyzing ROI and total cost of ownership for
prospective customers
• Received “Most Outstanding Systems Engineer” award for Northern California in Q4 2000
EVESTA.COM Denver, CO
1999 – 2000
Systems Engineer
• Served as a technical architect for a free and filtered ISP providing protected Internet solutions by advising clients on
system improvements in software, hardware, and telecommunications
THE SUMMIT GROUP, INC. Denver, CO
1998 – 1999
Consultant
• Implemented complete e-business solutions for clients utilizing Oracle ERP suites for an Enterprise Applications Integrator
• Developed and executed test plans on all 5 Oracle modules and interfaces for Year 2000 compliance for a $500 million
corporate client
SHAW INDUSTRIES, INC. Dalton, GA
1995 – 1997
Industrial Engineer – Cooperative Education Program
• Utilized skills in plant design, work measurement studies, quality control, process engineering, and production planning
EDUCATION
GOIZUETA BUSINESS SCHOOL, EMORY UNIVERSITY Atlanta, GA
MBA, Concentration in Finance, May 2003
Goizueta Finance Club, Corporate Control Teaching Assistant
AUBURN UNIVERSITY, SCHOOL OF ENGINEERING Auburn, AL
BSE, Industrial and Systems Engineering, June 1998
Funded tuition through the completion of Cooperative Education program