David Goldstein

David Goldstein founded EBITDA20x following a distinguished 33-year career advising leading technology and technology-enabled services companies on their most significant strategic transactions. Throughout his career, David has advised on more than $100 billion of transactions across IT Services, Technology-Enabled Business Process Outsourcing, Artificial Intelligence, FinTech, InsurTech, HealthTech, and Software.

Prior to founding EBITDA20x, David served as Vice Chairman and Managing Director of Global Technology Investment Banking at Jefferies. Previously, he spent nearly two decades at Credit Suisse, where he ultimately served as Vice Chairman of Global Technology Investment Banking. Prior to Credit Suisse, David spent eleven years at Citi focused on the technology sector.

David has advised on many of the industry’s most significant and transformative transactions across EBITDA20x’s core sectors.

His experience in IT Services includes transactions involving Accenture, Belcan, Cognizant, Encora, Endava, GlobalLogic, HCL, Infogain, Infosys, Tata Consultancy Services, and Wipro, among others.

His experience in Technology-Enabled Business Process Outsourcing includes transactions involving Conduent, Sutherland, Teleperformance, and TELUS International, among others.

His experience in FinTech and InsurTech includes transactions involving Applied Systems, FIS, First Data, Fiserv, iPipeline, Mastercard, PayPal, Solera, Vertafore, Visa, and Worldpay, among others.

His experience in HealthTech includes transactions involving Access Healthcare, AGS Healthcare, Amwell, Change Healthcare, GeBBS Healthcare Solutions, GoodRx, and Provation, among others.

His experience in Artificial Intelligence and AI Services includes transactions involving EXL, Palantir, RiskMetrics, and Ugam, among others.

His experience in Software includes transactions involving Clearwater Analytics, Constellation Software, SS&C Technologies, SunGard, and Zelis, among others.