David Toomey, CFA, CADavid Toomey CFA, CA

Chief Executive Officer

David’s 30 years of diverse experience across different disciplines, roles, countries and sectors has provided him with a heightened ability to pragmatically and diplomatically execute through challenges while considering deep levels of operational detail and stakeholder viewpoints.

David Toomey’s focus and determination has led to many highlights in his career. He relishes challenges believing that ‘adversity reveals people’s true character and prepares them for extraordinary destiny’.

After growing up in regional Australia, and living and working in many countries around the world, David’s passionate about showcasing the incredible experiences, natural beauty, food and wine from Australia’s regions.

David’s core skill set includes:

  • Investment Fund Management & Capital Raising – expertise in overseeing investment decisions for funds exceeding $100 million in addition to managing large-scale equity and debt capital raises across property, infrastructure, private equity and corporate.
  • Financial Analysis & Risk Management – strong financial acumen with expertise in managing due diligence, portfolio risk analysis, valuation, financial modelling and compliance, backed by both CFA Charter Holder and Chartered Accountant qualifications.
  • Transaction Management & Private Equity – proficient in managing and structuring capital raising, mergers, acquisitions, divestments, private equity fund investment and portfolio analysis.
  • Executive Leadership & Corporate Strategy – demonstrated leadership across various executive roles including CEO, CFO, Chief Revenue Officer, and Chief Strategy Officer, with a proven track record of managing strategic & operational planning, establishing & growing businesses and managing global teams.

David’s work experience and related achievements can be summarised as follows:

Investment Fund Management, Portfolio Analysis & Private Equity

  • Chief Investment Officer and Investment Committee Chairman at the St Baker Energy Innovation Fund, where he managed the fund’s buy, sell, and hold decisions.
  • David was an Associate and Investment Manager in the Co-investment team at AlpInvest Partners investing in large MBO transactions, including multi-billion-euro leveraged buyouts and capital restructuring projects.
  • Previous to the co-investment role at AlpInvest, David was the leader of the Portfolio & Risk Analysis department managing investor reporting and investor relations to the largest pension funds in The Netherlands.

Strategy and Executive Leadership

  • Several executive positions at Tritium as the company grew from a $10 million start-up to a $2.0 billion Nasdaq listed company. Roles included CFO, Corporate Development, Chief Revenue Officer and Chief Strategy Officer.

Sales and Marketing

  • David’s sales and marketing experience is highlighted by his 3-year role as Chief Revenue Officer at Tritium, where he developed the global sales organization blueprint, resulting in a significant revenue increase from US$60 million in 2020 to US$194 million in 2022.
  • Early in his career David was the Co-Founder of Virtual Shout, a digital marketing agency servicing over 300 clients over a 5-year period.

Capital Raising & Financial Structuring

  • Throughout his career, David has led significant capital raising efforts for various companies. For example, during his tenure at Tritium, he raised over A$370 million in equity and A$383 million in debt.

Financial Analysis & Risk Management

  • Transaction Diligence – as an accountant David conducted acquisition diligence for many business acquisitions, including Motel and Management Rights financial diligence.
  • David further developed expertise in financial analysis, diligence and risk management as a Senior Analyst at ABN AMRO and Credit Suisse First Boston.
  • He also supervised audit, internal control reviews and financial reporting processes during his time at Horwath Chartered Accountants.

For more details, or to connect, see David’s Linkedin profile here: David Toomey Linkedin