David Kakareka is a Managing Director at Balmoral Advisors where he works closely with clients to develop and implement mergers and acquisitions transaction strategies and capital raise mandates. He is a career investment banking professional with more than 15 years of experience working with companies in a wide array of industries, including building products and services, business services, energy logistics and distribution, general distribution, manufacturing, packaging, and real estate.
Prior to joining Balmoral in 2023, Dave spent his entire career with Jordan Knauff & Company (JKC), a boutique investment bank based in Chicago. He joined the firm in 2006 as an Analyst and became a Managing Director in 2021. While at JKC, he developed extensive experience in all phases of mergers and acquisitions and capital raise activities. As the lead support to the building products industry practice, he completed extensive industry research resulting in a proprietary annual financial performance survey of North American window and door companies, webinars, and presentations to industry trade shows, panels and symposiums. In addition to his transaction support and research activities, Dave was involved in all aspects of managing the firm’s internal administration and regulatory requirements, as well as providing direction and leadership in the creation of firm and client marketing materials.
Dave earned a BS in finance from Eastern Illinois University and an MBA in finance and economics from Loyola University Chicago Graduate School of Business. He was named an Emerging Leader by The M&A Advisor in 2017 and Top 50: America’s Rising Dealmakers by the Global Mergers & Acquisitions Network in 2018. Dave is a FINRA-registered financial professional and general securities principal.