David V. Gilroy

Dave Gillroy, Managing Director and Co-Founder Managing Director & Co-Founder
gilroy (at) scalefinance.com
  • Managing Director & Co-Founder, Scale Finance LLC – professional CFO/Controller and Transaction Advisory services (Capital Raise, M&A/recapitalizations, Valuations)
  • Private Company Investor – active/current personal equity or debt investments in 14 private technology and healthcare companies
  • Partner, Wakefield Group – $125 million venture capital & private equity group; 22 direct investments in 3rd fund (technology, healthcare, business services)
  • Managing Director, Hyde Park Capital – technology, healthcare, and services focused investment bank; start-up of Charlotte office
  • Chief Executive Officer, Meta Security – VC-backed network security software & services company; interim role
  • Vice President M&A, CRH/Oldcastle – 9 acquisitions of private middle-market industrial & services companies
  • Manager, McKinsey & Company – strategy & operations consulting; Atlanta; Beijing; Sydney & Charlotte offices
  • Co-Founder, EGL, LLC – family business; import/distribution of antique Chinese furniture
  • Executive Officer, C Company, 708th Support Battalion, 8th Infantry Division, US Army Europe (high-technology services; Airborne/Ranger qualified)
  • Harvard Business School, Masters of Business Administration (FY Honors)
  • Princeton University, Bachelors of Science & Engineering (Civil Engineering & Operations Research; summa cum laude; Phi Beta Kappa)
  • Cornelius, NC Town Commissioner (2005 – 2019)
  • FINRA Series 7, Series 63, and Series 79 qualified; Registered Representative with FINRA/SIPC licensed Broker Dealer (Charles Towne Securities, LLC)
  • NVCA Venture Capital Institute graduate
  • Boards of Director roles – Pediatric Advanced Therapy (behavioral therapeutic services for children, 3 locations; current), TruPoint Partners (banking compliance SaaS; acquired by Ncontracts 2019), T1V (multi-user large format touchscreens software; advisor), AtoZ Companies (multi-site ecommerce), Medflow (eye care electronic medical record, acquired 2014), Bloodhound Technology (healthcare software, acquired by VRSK 2011), FullScope (ERP software, acquired by EDGW 2010), iLiant (healthcare software & services, acquired by Med3000/Mitsui 2008), Anpath Group (antimicrobial specialty chemicals, ANPG: OB); Biolex Therapeutics (protein-based biologics, acquired by Synthon 2012), Angiogen (oncology therapeutics), Integrian (video hardware, acquired by Catalyst 2008), LKN Economic Development Corp. Ada Jenkins Center; 911 Emergency Dispatch Center.

About Scale Finance

Scale Finance LLC (www.scalefinance.com) provides professional CFO services, Controller solutions, and support in raising capital, or executing M&A transactions, to entrepreneurial companies. The firm specializes in cost-effective financial reporting, budgeting & forecasting, implementing controls, complex modeling, business valuations, and other financial management, and provides strategic help for companies raising growth capital or considering M&A/recapitalization opportunities. Most of the firm’s clients are growing technology, healthcare, business services, consumer, and industrial companies at various stages of development from start-up to tens of millions in annual revenue. Scale Finance LLC has offices in Charlotte, NC, the Triangle, the Triad, and Southern Pines with a team of more than 45 professionals serving more than 130 companies throughout the region.