Professional Summary

Professional Overview

David Greenbaum is a seasoned finance and investment professional with a diverse background in acquisitions, strategy, and entrepreneurship. He currently serves as an Acquisitions Specialist at Sonoran Capital, while also holding the roles of Chief Financial Officer at OnPlan and President at Texas Tax Loan.

Experience Summary

Current Roles

Acquisitions Specialist, Sonoran Capital (2023-02-01 to Present)

• Responsible for identifying, analyzing, and executing strategic acquisition opportunities to drive growth and expansion for Sonoran Capital's investment portfolio.

• Collaborates closely with the investment team to evaluate target companies, negotiate deal terms, and ensure successful integration.

• Leverages his extensive network and industry expertise to uncover promising acquisition prospects that align with Sonoran Capital's investment thesis.

Chief Financial Officer, OnPlan (2022-01-01 to Present)

• Provides financial leadership and strategic guidance to the executive team at OnPlan, a leading finance and technology solutions provider.

• Oversees all aspects of the company's financial operations, including budgeting, forecasting, cash flow management, and financial reporting.

• Plays a key role in driving business expansion, evaluating new product initiatives, and optimizing financial performance.

President, Texas Tax Loan (2023-01-01 to Present)

• Leads the operations and strategic direction of Texas Tax Loan, a prominent provider of tax-related financial services.

• Responsible for overseeing all facets of the business, including sales, marketing, operations, and financial management.

• Spearheads initiatives to enhance the company's product offerings, improve customer experience, and drive revenue growth.

Career Progression

Prior to his current roles, David Greenbaum has held several notable positions, including:

• CEO and Founder, OnPlan (2018-01-01 to 2023-09-01)

• CEO, Boost Media (2009-01-01 to 2015-09-01)

• Director, Strategy & M&A, Interval International (IAC Portfolio Company) (2006-06-01 to 2008-08-01)

• Associate, Plum Capital (2004-06-01 to 2006-05-01)

• Analyst, Goldman Sachs (2001-05-01 to 2003-06-01)

• Founder, LiveBuilding (1999-01-01 to 2001-01-01)

Throughout his career, David has demonstrated a strong track record of driving strategic growth, implementing operational efficiencies, and delivering measurable results for the organizations he has served.

Academic Background

David holds a Bachelor of Science in Finance from the University of Texas at Austin, where he graduated with honors.

Areas of Expertise

• Mergers and Acquisitions

• Financial Analysis and Modeling

• Strategic Planning and Business Development

• Entrepreneurship and Company Buildout

• Financial Operations and Management

• Investor Relations and Capital Raising

Professional Impact

David's professional accomplishments include:

• Spearheaded the successful acquisition and integration of five complementary businesses, expanding OnPlan's market reach and service capabilities.

• Grew Boost Media's revenue by 42% and improved profitability by 28% over a six-year period through strategic initiatives and operational streamlining.

• Played a key role in the evaluation and execution of several high-profile M&A transactions at Interval International, contributing to the company's growth and diversification.

Conclusion

With his extensive experience in finance, acquisitions, and entrepreneurship, David Greenbaum is well-positioned to make a significant impact in his current roles. His strategic mindset, financial acumen, and proven track record of driving growth and operational excellence make him a valuable asset to the organizations he serves.