Dallas, TX – EBB Group, LLC (“EBB Group” or the “Firm”) is pleased to announce the promotion of David Puma to Managing Director, following his successful acquisition of his Series 79 and 63 licenses. He is currently a registered representative of Ashland Securities, LLC.
Mr. Puma is a seasoned merger and acquisition professional who has participated in numerous strategic and capital market transactions during the course of his 40-year history in the financial services sector. A large number of his strategic transactions (corporate divestitures) were completed in his nearly 10-year tenure at EBB Group.
Prior to joining the Firm, Mr. Puma spent over 30 years working in bulge bracket financial institutions, in a wide variety of senior-level positions, including corporate lending, credit underwriting, financial analysis, risk assessment and business development. The latter primarily involved middle-market corporate clients across an array of industries throughout the United States. With this exemplary background, Mr. Puma possesses the broad commercial knowledge, business acumen, and financial advisory expertise to manage a strategic transaction from start to finish, which includes ensuring the client’s satisfaction post-closing.
The principals of EBB Group congratulate Mr. Puma on his most recent promotion and accomplishments in garnering these Financial Industry Regulatory Authority designations and hope for his continued success in upcoming mergers, acquisitions and divestitures.
EBB Group is a boutique investment banking firm with a team of highly experienced advisory professionals, who are dedicated to helping lower- to middle-market companies in assessing and executing alternative strategic options. In addition, the Firm has a wide portfolio of acquirers ranging from alternative asset managers (private equity, family offices, etc.), to corporate buyers, to high-net worth individuals. EBB Group has provided both buy- and sell-side representation in mergers, acquisitions and divestitures.
For more information about EBB Group, please contact:
Eric White / Chief Executive Officer
ewhite@ebbgroup.net / (972) 440-1070
