David L. Epstein
Principal

David has comprehensive experience in all aspects of mergers and acquisitions, business finance and valuation. His extremely successful track record has earned him national recognition in acquisition activities in the chain restaurant and foodservice industries.

(773) 693-4800 email David Epstein download vCard

Industry Specialties

• Chain restaurants
• Branded, private label and foodservice products
• Bakery
• Lawn and garden products

Background

Mr. Epstein was Vice President and Regional Executive Officer of Chase Commercial Corporation, the asset-based lending affiliate of Chase Manhattan Bank, N.A. Earlier in his career, he was Assistant Vice President in the commercial lending division of the First National Bank of Chicago. He also held management positions at Ray-O-Vac Corporation and the Fireside Pancake House. He is majority stockholder and Chairman of Deli, Inc., a privately held international business that produces branded horticultural and gardening products.

Professional Activities

• Instructor at numerous academic institutions
• Speaker at industry and professional meetings, including MUFSO, COEX, the Restaurant Finance and Development Conference, the National Restaurant Association CFO Conference, and international franchisee conventions
• Member of the Board of Directors of private and public companies, foundations and public institutions
• Leader of seminars on various business and financial topics

Publications

Founder and author of the annual Chain Restaurant Merger and Acquisition Census, a comprehensive guide to acquisition activity in the foodservice industry; former columnist for Restaurant Business Magazine; author of numerous articles and advisor on financial topics for foodservice publications

Education

B.B.A. in Management, University of Wisconsin, Madison
M.B.A. in Finance, University of Wisconsin, Madison
Certified Managerial Accountant

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