Managing Director
As Managing Director at Acuity Advisors, Mr. Burdette provides valuation and strategic advisory services to business owners, trustees, attorneys and members of boards of directors. He specializes in Employee Stock Ownership Plans (“ESOPs”), gift and estate planning and strategic planning. Mr. Burdette is highly active in the ESOP industry. Mr. Burdette is a member of the ESOP Association’s Fiduciary Committee and is a member of the National Center for Employee Ownership (“NCEO”).
Mr. Burdette specializes in ESOP analysis, including ESOP formation and termination, adequate consideration analyses, feasibility analysis, transaction financing and structuring, fairness and solvency opinions, and post-transaction cash flow analyses, capital raising and annual ESOP update valuations. He has provided valuations and advisory services to closely-held companies, public corporations, complex capital structures (various classes of common/preferred stock, options, warrants, restricted stock, etc.), general and limited partnership interests, joint ventures, proprietorships, professional service corporations, professional practices, LLPs and LLCs and B-corporations. Mr. Burdette’s valuation and consulting services cover a wide range of industries. Prior to joining Acuity Advisors, David was a Managing Director and led the ESOP practice at Applied Economics, an Atlanta-based investment bank and valuation firm.
Licensing and Credentials
- Certified Valuation Analyst – NACVA
- Series 79 (formerly)
- Series 63 (formerly)
Education
- B.A. Economics and Business, with a Concentration in Financial Management – Virginia Military Institute
Associations
- The ESOP Association
- The ESOP Association’s Fiduciary Committee
- National Center for Employee Ownership (NCEO)
- Spotlight Events, Inc. (Employee-Owned) – (2019 – Present)
- Audit Committee Chairman
- Compensation Committee
- Select Investment Management (Employee-Owned) – (2023 – 2025)
- Compensation Committee Chairman
- Audit Committee
- Nominating Committee