G. David KoepfSolution Partner

Areas of Expertise

Business transformation
Restructuring and turnaround
Integration
Growth strategy
M&A transaction support

Education
  • M.B.A., Simon School at the University of Rochester
  • B.A., Washington & Jefferson College

G. David Koepf has over 35 years experience in commercial real estate finance and development. For two thirds of his career he made large dollar construction loans for major commercial banks. He also has 10 years experience making permanent loans on commercial real estate as both a direct lender with a major life company and as a mortgage banker with a regional mortgage banking company. Following a stint in real estate developing in Colorado and California, Mr. Koepf formed his own brokerage company, DAKO Financial Services, Inc., late in 2000 to assist commercial real estate developers and investors in securing financing. Through his own sources and other affiliated independent mortgage brokers he has access to all types of financing relating to commercial real estate ownership and development. His personal specialty is interim financing, such as construction loans and bridge loans. From 2002 through 2008 he was the Senior Vice President and District Manager for KeyBank Real Estate Capital leading Key’s commercial lending efforts in Southern California. Mr. Koepf has a B.A. degree from Washington & Jefferson College and MBA degree from the Simon School at the University of Rochester. Areas of Specialty: Consulting, Asset Divestiture

Publications

  • Every Company is a Technology Company

    Nearly all companies today are using technology in some fashion to support the operations of their business, internally and externally. Integration of systems and business processes has become crucial to executing business strategies, improving customer service levels, maintaining profitability, and even the fundamental ability to compete in the marketplace. What is the best way to

    July 17, 2019
  • Engaging “brick & mortar” store teams in a partnership to improve productivity

    There continues to be a lot of press regarding the rise of eCommerce as the future of retailing.  To be sure, its share of retail activity is increasing.  However, the truth remains that 90% of retail sales transactions still take place in physical store locations.  The stores are still the face of the retailer to

    July 15, 2019
  • What did you do with my data?

    Another disastrous year from the “custodians” of our information. The constant leaking of personal information from all business segments is now an everyday occurrence.  There’s so much proof that developers and technology providers are not taking the time and effort to adhere to security standards and compliance. Nothing is sacred – it’s time to harp

    October 29, 2018

contact details

PMB 205 30251 Golden Lantern, Suite E Laguna, Niguel, CA 92677-5993

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