Corporate Development & M&A Executive

David Tsutsumi *************@*****.*** (***) *** - 1056 Page 1

DAVID TSUTSUMI

Corporate Development & M&A Executive

CONTACT

David Tsutsumi

(212) 920 - 1056

*****.********@*****.***

https://linkedin.com/in/davidtsutsumi

San Jose, CA 95132

CORE COMPETENCIES

Acquisition Strategy & Corporate

Development

Target Sourcing & Relationship

Development

Valuation & Financial Modeling

Financial / Operational Diligence Risk

Assessment & Deal Structuring

Negotiation & Closing Integration

Planning & Synergies Executive,

Board, Investor & Banker Engagement

EDUCATION

MBA — UNC Chapel Hill

MS Corporate Finance — Golden Gate

University

BA Advertising — San Jose State University

ADDITIONAL INFORMATION

English – Native

Japanese – Intermediate

Portuguese – Beginner

EXECUTIVE PROFILE

Corporate development and M&A executive with 20+ years leading complex buy-side, sell-side, financing, valuation, and strategic advisory engagements across technology, software, AI, digital transformation, telecommunications, and consulting-adjacent markets. Deep experience across sourcing, investment evaluation, financial modeling, diligence, structuring, negotiation, closing, integration planning, and senior-stakeholder engagement.

80+ M&A / strategic advisory assignments • 400+ valuations • Expert in Every Phase M&A Process • Detail-Oriented • Silicon Valley Based CURRENT EXPERIENCE

Founder & Managing Partner Kaizen M&A Advisors – Digital Agencies, Software & Media 2025–Present San Jose, CA

Lead buy-side and sell-side M&A engagements for digital agencies, software, and media companies. Manage full transaction lifecycle including sourcing, valuation, financial modeling, diligence, structuring, negotiation, and integration planning. Drive new-client development and strategic advisory for founders, investors, and acquirers. Senior Advisor & Chief Financial Officer BlueCanaryAI – AI / Tokenized SaaS 2026–Present Remote

Develop financing strategy, tax considerations, financial modeling, and long-term growth strategy for an AI and tokenized SaaS platform. Source funding relationships, investor pipelines, and strategic partnerships. Provide CFO-level guidance across capital structure, forecasting, and enterprise readiness. Senior Advisor & Managing Partner WAVE Intelligence Systems – AI / Tokenized SaaS 2025–Present Remote

Advise on financing strategy, valuation, financial modeling, and enterprise growth. Build investor relationships and support capital formation for an AI-driven decision-intelligence platform. Lead strategic planning, diligence, and market positioning for institutional adoption.

Venture & Debt Relationship Manager Cirrus Capital Partners – Non-Dilutive SMB Financing 04/2025–Present San Jose, CA

Partnership between Kaizen M&A Advisors and Cirrus Capital Partners. Lead venture-debt and private-capital market activity for SMBs. Source, structure, and negotiate financing solutions including non-dilutive capital, revenue-based financing, and hybrid debt instruments. Expand lender relationships and evaluate credit, risk, and capital-efficiency strategies.

Senior Advisor & Venture Scout Just Badge Worldwide – AI Venture Studio 2025–Present San Jose, CA

Support growth of a leading AI venture studio by sourcing investment opportunities, recruiting founders, and identifying AI-driven acquisition targets. Build financing pipelines and strategic partnerships to accelerate platform expansion. David Tsutsumi *************@*****.*** (212) 920 - 1056 Page 2 OTHER PROFESSIONAL EXPERIENCE

Managing Director & Senior Partner Capital A – M&A for Digital Agencies 2022–2025 New York, NY

Led buy-side and sell-side mandates across digital agencies and marketing-technology companies. Delivered valuation, financial analysis, negotiation, and deal-structuring expertise. Key transactions include Motion/New North, Integrous/Avionos, Skyview, OMM, Hovercraft, Spotlight/Mason Interactive, and Leaders/IMAI/Stagwell Global. Senior Vice President, M&A Atypical Digital – Digital Transformation Agency 2020–2022 New York, NY

Directed all M&A activity including financial, operational, and strategic diligence. Built integration team consolidating subsidiary financials. Executed buy-side acquisitions of Netwise, Gavin, Salesgenomics, and Springworks; expanded acquisition strategy across the U.S., Asia, and Europe.

Senior Consultant Coface Insurance – Business Intelligence Expansion 2022–2023 New York, NY

Developed partnership and acquisition framework for credit-insurance expansion into business intelligence. Sourced targets and led diligence for the acquisition of AI/ML software company Rel8ed.

Independent Strategy & M&A Consultant 2015–2021 New York, NY Led valuation, forecasting, growth analysis, cost-structure work, and strategic positioning across multiple industries including crypto, clean energy, autonomous automotive, fintech, and public relations. Supported financing, LOIs, integration planning, and investor development.

EARLIER POSITIONS

Manager, Business Initiatives ITOCHU International (2006–2015) — Led valuations, diligence, and acquisition analysis; completed $81M sale of Ampac Tire Distributors. Executive Director Kaufman Bros (2004–2006) — Originated and executed telecom M&A; co-led $30M sale of Symon Communications. Director, M&A Stonecroft Capital (2002–2006) — Executed enterprise-software and supply-chain transactions including sale of Baan PLM.

Director of Business Development SciQuest.com (1999–2001) — Supported $130M IPO and $150M acquisition of EMAX Solutions.

M&A Analyst Alliant Partners (1996–1999) — Supported Atmel’s $107M acquisition of TEMIC; executed 30+ technology companies. Vice President Royal Bank of Canada (2002–2003) — Led NC region investment banking activity.

Senior Analyst Franklin Templeton (1993–1996) — Specialized in corporate bankruptcies, restructurings, and event-driven transactions. TRANSACTIONS

AmPac/ATD • EMAX/SCiquest.com • Symon/GGC • Motion/New North • Integrous/Avionos • Skyview • OMM • Hovercraft Spotlight/Mason Interactive • Leaders/IMAI/Stagwell Global Netwise • Gavin • Salesgenomics • Springworks • Rel8ed

ADDITIONAL SECTIONS

Golf, Basketball, Movies, Food, Pak Mei, Wing Chun, Tai Chi

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