We stand for expertise and years of experience in mergers and acquisitions.

Syracuse Chamber Business Show

David Trust – Director


United Technologies Corporation (NYSE: UTX)

Carrier Division, Syracuse, New York


Carrier is the world’s largest provider of heating, air-conditioning and refrigeration solutions, with annual revenue of $12 billion and operations in more than 170 countries.


►   David led Carrier's Syracuse-based merger & acquisition team for 12 years, during which time he personally closed more than 40 transactions.  David also led and or participated in an additional 200+ engagements with companies ranging up to $1 billion in sales.


Swiss Bank Corporation (NYSE: UBS)

New York, New York


Swiss Bank Corporation (now UBS Ag via merger) is recognized as the world’s leading global wealth manager, a top tier investment banking and securities firm, and one of the largest global asset managers with over $1 trillion in assets under management.


►   David is a former Vice President of Swiss Bank Corporation where he held numerous leadership positions over a 10 year period including roles in treasury & capital markets, securities, asset management, commercial loan syndication, quantitative analysis & modeling, systems automation, and operations.


Master of Science, Accounting

►   Syracuse University (full scholarship)


Master of Science, Management Information Systems

►    Boston University


Bachelor of Science, Finance

►    Syracuse University


Kevin Brennan – Senior Advisor



Syracuse, New York


Ernst & Young

Syracuse, New York


            ►   Kevin is a Certified Public Accountant formerly of both PricewaterhouseCoopers and Ernst &

                   Young where he held positions in audit and taxation.


United Technologies Corporation (NYSE: UTX)

Carrier Division, Syracuse, New York


            ►   Kevin also spent five years with United Technologies – Carrier division, in Syracuse, NY where

                   he was a key member of the mergers & acquisition team.


►   New York State Board for Public Accountancy

Bachelor of Science, Accounting

     ►    State University of New York at Oswego