David Oppenheim

• Managing Director
• Investment Banking
• Strategic Advisory
• New York

David Oppenheim is a managing director in Evercore’s strategic advisory practice focused on the insurance and wealth management sectors.

Mr. Oppenheim joined Evercore in 2012 and has over 12 years of investment banking experience, advising private and public companies on mergers and acquisitions, capital raise and other capital markets assignments.

Select transactions include advising TIH on the sale of McGriff Insurance Services to Marsh McLennan, Kestra Holdings on its sale of a majority stake to Stone Point Capital, AmeriLife on its respective investments from Genstar and T.H. Lee Partners, AIG on its launch of a dedicated high-net-worth insurance syndicate at Lloyd’s of London, Harvest Partners on its investment in Integrity Marketing Group, HighTower Advisors on its SPV recapitalization and subsequent debt raise, and Old Mutual on the IPO of its U.S. asset management business.

Mr. Oppenheim earned a B.A. in Politics, Philosophy and Economics from the University of Warwick.