Dave primarily serves as bond counsel, underwriters’ counsel and borrower’s counsel in connection with revenue bond financings for hospitals, nursing homes, assisted living facilities, retirement communities, colleges, universities, preparatory schools and cultural institutions.

Dave primarily serves as bond counsel, underwriter's counsel and borrower’s counsel in connection with revenue bond financings for hospitals and other health care institutions, nursing homes and continuing care retirement communities, colleges and universities, preparatory schools, charitable foundations and cultural institutions.

Throughout his career, Dave has represented various state-wide and local issuers of tax-exempt bonds, a multitude of not-for-profit corporations (primarily in the arenas of healthcare, senior living and higher education) and most national and regional public finance investment banking firms throughout the United States.  With a focus on conduit borrower bond financings, Dave enjoys navigating clients through all phases of public offerings and private placement transactions from deal inception to post-issuance compliance.

Dave has extensive experience in negotiating and drafting various bond-related documents, including authorizing resolutions, public notices, bond indentures, loan agreements, offering documents, bond purchase agreements, remarketing agreements, continuing disclosure agreements, master trust indentures and other deal specific instruments.  In addition to primary offerings, he often advises clients in connection with interest rate mode conversions, liquidity facility substitutions, derivative transactions, complex refunding issues, document amendments and disclosure matters.

Professional Memberships

  • National Association of Bond Lawyers
  • American Bar Association