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DAVID READER
Executive M&A and Tax Attorney specializing in middle-market transactions and operations
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About
Operations-focused advisor with experience building scalable structures in highly regulated and transaction-heavy environments. Restructured a multi-state cannabis startup into a parent/subsidiary model with a separate IP entity and implemented governance/compliance systems that supported multiple private placements. Also transformed an M&A advisory firm into a more scalable platform by standardizing the deal lifecycle, improving onboarding/compliance, and reducing deal cycle time.
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Key Strengths
- Built scalable multi-state corporate structure for a cannabis startup (parent + subsidiaries + separate IP entity)
- Implemented governance and compliance systems enabling multiple private placements and expansion readiness
- Designed operating model for an M&A advisory firm aligning business development, deal execution, and client management
- Reduced deal cycle time via standardized deal lifecycle processes
- Improved client onboarding and compliance to support multiple concurrent transactions without quality loss
- Pragmatic ops diagnosis combining data-driven bottleneck analysis with stakeholder interviews
- Empowers teams through ownership-based implementation and iterative process pressure-testing
- Effective at simplifying complex operational concepts for non-ops founders/executives
Reference Highlights
- full understanding of organizational systems
- creates frameworks that streamline operations
- improves efficiency
- structures companies to run efficiently
- establishes well-defined reporting structures
- effective mentor to founders and senior leaders
- guides companies to substantial economic growth
- knowledgeable about what companies require to sustain rapid growth
- trusted long-term colleague
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Experience
Education
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2 publications
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