David Mathews
“I find deep fulfillment in helping dentists define what a successful transaction looks like from both a quantitative and qualitative perspective. Because no two transitions are the same, I value the opportunity to pursue a path tailored to each client’s objectives and to bring clarity to one of the most important decisions of their professional life”
About David
David is a Senior Associate in M&A Advisory at McGill and Lyon Practice Transitions, where he provides transitions advisory services to dentists nationwide. He works with clients from the earliest stages of discovery through closing, helping them define success not only in financial terms, but also in the broader qualitative context of their professional objectives. David begins each engagement by understanding why a client is considering a transition and what a successful outcome truly looks like. That discovery process helps shape the market approach, including whether the opportunity should be positioned toward the traditional doctor-buyer market or the DSO market. David also understands that a transition should never be evaluated in isolation. He helps ensure that the opportunity on the table aligns with the client’s broader objectives and works in coordination with the client’s other advisors when needed. David also helps clients develop a well-supported understanding of value as a foundation for the transition process. From there, he supports the technical and strategic execution of the engagement through valuation, active marketing, buyer dialogue, review of letters of intent, and negotiation of deal structure.
Professional Background
David joined McGill and Lyon in 2022 and has been fortunate to work on transactions across the country under the leadership of the firm’s team. His work has included valuation, nationwide transaction exposure, and guiding clients through the transition process with a focus on structure, clarity, and alignment with their objectives. Prior to joining the firm, David built a strong foundation in audit and corporate finance. He later served as a Senior FP&A Associate, reporting directly to finance leadership and the C-suite during an important chapter in the company’s journey toward a public listing through a SPAC transaction.
