Whether you need financial analysis expertise for your own business planning, to assess a potential partner/investee/grantee, or to understand the cost-benefits of a more complex scenario, David provides services oriented towards transparency and decision making.

 

CFA charterholder

David Wedick is a holder of the right to use the Chartered Financial Analyst® designation.

Experience

 

Maine Connectivity Authority (MCA) - State Broadband Office

• Project level business analysis
• Program level financial risk analysis & design
• MCA organizational business model planning
• EHCPLT modeling pre-BEAD implementation

 

Coastal Enterprises Inc. (CEI) - Community Development Finance Institution (CDFI)

• CDFI business model
  • Investing
  • Lending
  • Advising
• New Product Development Committee
  • Subsidiary concept design & implementation
  • Focus on maximizing impact with limited resources

 

MicroVest Capital Management - Microfinance Investment Vehicle (MIV)

• Comprehensive investment fund design including:
  • Investee level
    • Market assessment
    • MFI business model assessment
  • Investor level
    • Risk
    • Return
    • Liquidity
    • Impact
  • Manager level
    • Management fee/Carried interest
    • Fund structure

 

Trade Aid - Non-Governmental Organization (NGO)

• Due diligence on micro enterprises across an array of industries
• Portfolio management
• Risk management

 

JPMorgan - Investment Banking

• Valuations
• Financial modeling
• Public company analysis
• Sector & macro-economic analysis