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David Casariego

Biography

David Casariego, a Director at SierraConstellation Partners, has over a decade of experience with a focus on operational turnarounds, identifying strategic opportunities, restructurings, workouts, and other complex transactions, both public and private. He has experience in a variety of industries, including consumer/retail, energy, financial services, healthcare equipment and services, industrials, materials, media/entertainment, natural resources, and real estate.

Prior to joining SCP, David was a Senior Investment Analyst at a Boston-based private single-family investment office where he focused on opportunistic and fundamental, value-oriented investments across equity and credit markets as well as a Chicago-based multi-asset class investment firm where he focused on private equity and credit strategies. Previously, David worked with the Dartmouth College Investment Office and Keefe, Bruyette and Woods, a financial services focused boutique investment bank. David began his career as an investment banking analyst for the Global Industries Group with Merrill Lynch based in New York.

David holds a bachelor’s degree in Economics from Cornell University and has earned the right to use the Chartered Financial Analyst® designation.

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Notable Assignments

  • Led sourcing, due diligence, and investment into a portfolio of European Class A office properties with a focus on internal capital allocation and management incentive structure resulting in an ultimate sale to a third-party private equity firm.
  • Worked on a niche aerospace & defense manufacturer with ancillary non-core real estate and unique IP with a focus on operational and margin improvements, off-balance sheet liabilities, and improved capital structure.
  • Evaluated a stressed healthcare real estate operator whose primary tenant was pursuing in- and out of court restructuring scenarios to preserve and maintain value for all constituents whilst not disrupting operations which ultimately resulted in a prepackaged bankruptcy, consolidation, and sale to a third party strategic.
  • Reviewed and underwrote a mid-west based over-capitalized financial thrift operating under a regulatory memorandum of understanding due to credit concerns amongst other operational issues which was ultimately removed to allow for increased strategic focus and flexibility.