David Wallis Email & Phone Number
Director, Mergers and Acquisitions @ Morgan Shaw Advisory
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David Wallis Location
- Sydney, NSW, AU
David Wallis Work
- Director, Mergers and Acquisitions @ (October 2026 - Present)
- Mergers and Acquisitions, Strategy @ (September 2025 - May 2026)
- Executive Director @ 333 Capital (July 2020 - September 2025)
- Director @ 333 Capital (January 2018 - July 2020)
- Associate Director - Equity Capital Markets @ (January 2017 - December 2017)
- Vice President @ (May 2014 - November 2016)
- Associate Director (Contract) @ (February 2014 - May 2014)
- Senior Associate - M and A and Corporate Advisory @ (November 2011 - November 2013)
- Associate - M and A and Corporate Advisory @ (April 2009 - September 2011)
- Analyst - General Industrials M and A @ (February 2007 - January 2009)
- University Tutor @ (March 2002 - December 2006)
- Analyst Intern - Infrastructure and Utilities M and A @ (December 2005 - February 2006)
David Wallis Education
- INSEAD
Master of Finance
- The University of Queensland
Juris Doctor of Law
- The University of Queensland
Bachelor of Commerce ((Banking and Finance, Accounting))
- The University of Queensland
Bachelor of Science ((Mathematics and Statistics))
- St Joseph's College, Gregory Terrace
David Wallis Skills
- Business Valuation
- Buy-side and sell-side M&A
- Capital Raising
- Capital raising and ECM
- Company Valuation
- Corporate Advisory
- Corporate Finance
- Due Diligence
- Equities
- Financial Advisory
- Financial Analysis
- Financial Markets
- Financial Modeling
- Financial Risk
- Financial Structuring
- Financial Transactions
- Financial and commercial due diligence
- Financial statement construction and analysis
- Investment Banking
- Mergers
- Mergers & Acquisitions
- Mergers & Acquisitions (M&A)
- Negotiation
- Portfolio Management
- Private Equity
- Project and transaction management
- Public and private market transactions
- Quantitative Analysis
- Quantitative Analytics
- Restructuring
- Risk Management
- Stakeholder / shareholder engagement
- Strategic and capital markets advice
- Term sheet negotiation
- Transaction materials and documentation
- Valuation
- Shareholder Engagement
- Buy Side and Sell Side M&A
- Stakeholder
- Mergers and Acquisitions
David Wallis Summary
- David Wallis, based in Sydney, NSW, AU, is currently a Director, Mergers and Acquisitions at Morgan Shaw Advisory. David Wallis brings experience from previous roles at Cleanaway Waste Management, 333 Capital and Petra Capital Pty Ltd. David Wallis holds a Master of Finance @ INSEAD. With a robust skill set that includes Business Valuation, Buy-side and sell-side M&A, Capital Raising, Capital raising and ECM, Company Valuation and more. David Wallis has 2 emails and 3 mobile phone numbers on RocketReach.
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