David M. Sullivan, Jr.
Partner, PKF O’Connor Davies Advisory LLC
“Clients rely on my ability to understand their challenges, especially when a business is going through change. My hands-on involvement ensures opportunities are maximized.”
David is a Partner and a member of the Firm’s Executive Board and has over 30 years of experience providing advisory and audit services to closely held and family-owned businesses in a variety of industries. David’s diverse skill set enables him to advise business owners and management teams on a range of matters and to help them build and drive their business forward.
David also serves as partner in charge of the Architecture & Engineering practice and represents firms across the United States. David specializes in auditing and taxation, succession planning, mergers and acquisitions, due diligence services, financial and tax planning, as well as placement of debt and equity financing.
Additionally, David has clients in a variety of industries including professional services, consumer products, construction, manufacturing & distribution and financial services.
He is a frequent speaker and contributes articles to business and trade publications on topics such as tax strategies, succession planning, and M&A strategies.
Professional Affiliations & Civic Involvement
- American Institute of Certified Public Accountants (AICPA)
- Massachusetts Society of Certified Public Accountants (MassCPAs)
- Friendship Home, Inc.
- Board Member
- Turnaround Management Association (TMA)
- Past Board Member
- Commercial Finance Association (CFA), New England Chapter
- Past Board Member
- American Council of Engineering Companies (ACEC) – Affiliate Member
- Boston Society of Architects (BSA) – Affiliate Member
- Audit Committee Member
- St. Mary of the Nativity
- Finance Council
Accreditations
- Certified Public Accountant (Massachusetts)
Education
- Merrimack College, Bachelor of Science degree in Accountancy