David helps electric power and industrial companies in North America to transform their operations, focusing on the development of sustainable commercial approaches. Against a backdrop of market evolution, he guides executives on staying ahead of trends in renewable energy and new grid technologies.
David also advises private equity investors as they evaluate possible acquisitions, conducting due diligence assessments of promising businesses (including solar equipment and installation companies) across the sector.
Examples of his recent work include the following:
- leading a major US utility’s integrated corporate strategy efforts, helping to optimize load, rate base, rates, and stranded costs by examining technology disruptions in front of and behind the meter
- directing the corporate restructuring of a distressed independent power producer, including identifying opportunities in wind, gas, energy trading, and coal
- helping a large solar developer to shorten its execution cycles significantly across utility-scale, commercial, and residential projects
- developing a solar product’s go-to-market strategy, which included forecasting its profitability, finding cost reductions, and conducting primary research to measure customer interest
- helping a leading aerospace company to develop a microgrid offering for the US Department of Defense, including assessing product profitability and designing contracting structures as part of the go-to-market strategy
In addition to his advisory work, David supports McKinsey’s efforts to track the pace of industry change and offer informed, fresh perspectives. He developed PowerIQ, McKinsey’s proprietary tool kit—which forecasts North American power supply, demand, and pricing—and frequently leads knowledge-development efforts in clean technologies. Most recently, David contributed to McKinsey’s perspectives on the solar-power market.
Before joining McKinsey, David worked as an equity analyst for a financial asset-management company.