David Boris



Forum Merger II Corp.
  • Over 30 years of investment banking experience with a focus on SPAC transactions and private equity sponsor coverage
  • Co-CEO and CFO of Forum Merger II Corporation; Former Director of ConvergeOne Corporation
  • Involved in 13 additional SPAC transactions as a board member, underwriter or M&A advisor. Advised on 9 business combinations totaling over $3.4B of value. Board member of three prior SPACs
  • Previously Senior Managing Director and Head of Investment Banking at Pali Capital, Inc., where he focused on SPAC transactions
  • Previously founding member and Managing Director of Morgan Joseph & Co. Inc., where he lead Financial Sponsor Coverage
  • Former President of Ladenburg Thalmann Group Inc.
  • Member of Young Presidents’ Organization


3:10 PM - 3:55 PM

Thursday February 7, 2019

Current Wisdom on Prepping IPOs, Seeking Targets

  • Stronger market conditions since 2016 have opened a path for new fundraisers in equity markets
  • Manage resale restrictions that arise when dealing with illiquid, over the counter companies
  • Avoid hefty bank fees and underwriting discounts required in a traditional IPO
  • What investors are looking for
4:55 PM - 5:35 PM

Thursday February 6, 2020

How SPACs are Competing with Strategic Buyers in the Cutthroat M&A Market

  • Formation and capital raising trends and statistics
  • Annualized return profile from IPO to business combination
  • Market and trading dynamics
  • Outcomes and post-business combination performance
View Full Agenda