JD Merit Announces the Addition of Two Senior Investment Banking Professionals to the Los Angeles Office | News


LOS ANGELES, February 22, 2022 /PRNewswire-PRWeb/ — JD Merit and Company, a leading investment bank focused on serving middle-market, advanced technology companies, is pleased to announce that Tracy Albert and David M. V. Barnes joined the Company as Vice-Chairman and Chief Executive Officer, respectively within the company Los Angeles Office.

Mr. Albert and Mr. Barnes previously worked together at Houlihan Lokey, where Mr. Albert founded Business Forums International (BFI), and Mr. Barnes was the original architect of the Financial Sponsor Coverage Group.

Mr. Albert is responsible for the main planning and strategic direction of the company, leading expansion in several key industry verticals, including intelligent infrastructure (robotics, automation, AI), renewable energy, technology services and manufacturing, SaaS and e-commerce. /GPC.

Mr. Barnes will continue to cultivate and execute M&A and financing opportunities through his extensive network of relationships with private equity funds, family offices, independent sponsors and founder-owned businesses.

“We are thrilled to bring together these two senior investment banking executives with such a successful track record working together. As industry veterans, Tracy and David bring a wealth of experience and in-depth knowledge to JD Merit with careers spanning over three decades Mr. Albert has built an extensive network of business contacts and close personal relationships in a wide range of industries, while Mr. Barnes has a proven ability to build and monetize relationships in the private equity and family office space David and I first worked together from 1993 to 1996 at Coopers Lybrand Securities (now PWC) and then again at JD Ford & Company from 2014 to 2016. I am delighted to collaborate with him again,” said Joseph DurnfordPresident of JD Merit.

“I am extremely excited to join the JD Merit team to leverage my contact base and leverage the great work they have done as an award-winning investment bank,” said Tracy Albert.

“It is an honor and a pleasure to partner again with Tracy Albert to replicate the success we had in our previous venture and make JD Merit’s West Coast presence a powerhouse,” said david barnes.

Prior to joining JD Merit, Mr. Albert was Head of the Western Region for Deloitte Corporate Finance. Mr. Barnes recently executed an unprecedented Buy & Build strategy in the solar PV industry, creating Lumio, the fourth largest solar PV company in the country.

Mr. Albert holds a bachelor’s degree from University of Southern California. Mr. Barnes holds an MBA from the Anderson Graduate School of Management in UCLA and a bachelor’s degree Harvard University.

About JD Merit

JD Merit is a leading boutique investment bank focused on cutting-edge, middle-market companies. JD Merit executes sell-side M&A, buy-side M&A, and capital advisory services with a particular focus on the technology, software, consumer, telecommunications/wireless, and manufacturing sectors / industry 4.0. In addition, JD Merit offers other investment banking services such as fundraising and equity capital raising, restructuring advisory services, business valuations and project finance through its subsidiary , JD Merit Securities, Member FINRA/SIPC, a full-service brokerage licensed in 50 states.

Media Contact

Jodi RobertsJD Merit and Company, 515-988-6648, [email protected]

SOURCE JD Merit and Company


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