David Adams is a Senior Vice President in George K. Baum & Company's North Carolina Public Finance office. He has 23 years of experience in the not-for-profit finance sector, including 18 years of banking experience in the municipal industry. During this time, Mr. Adams has served borrowers across the Southeast where he developed a solid reputation in education, utility and general governmental finance. His client base includes credits ranging from some of the highest in the country, to those requiring extensive negotiations (to gain investor confidence in the transactions he administers). Since joining GKB, Mr. Adams has focused his efforts on the not-for-profit space, working specifically with independent schools. Some of the prominent regional schools he has assisted include Charlotte Latin School (Charlotte), Porter Gaud School (Charleston), St. David's School (Raleigh), Shorecrest Preparatory School (St. Petersburg) and The Fletcher School (Charlotte), reflecting a wide array of institutions and financing needs. He also provides financing guidance to other not-for-profit organizations such as YMCAs, Goodwills, foundations and various cultural organizations.
Throughout his career in the higher education space, Mr. Adams has worked with several public universities within the UNC System and individually with several constituent institutions (UNC Chapel Hill, NC State University, UNC Wilmington, North Carolina A&T University, and Western Carolina University). He also has provided underwriting services to private colleges such as Davidson College, High Point University, Mississippi College, Florida Southern, Barry University and the University of Tampa. He also continues to pursue alternative student housing opportunities, similar to the Innovation Square Housing project the Firm successfully financed at the University of Florida.
Mr. Adams served for five years as the CFO and COO of a not-for-profit cultural organization in Charlotte, NC. By combining his in-depth knowledge of public finance and not-for-profits, Mr. Adams approaches higher education challenges from operations, finance, development and programmatic angles. He currently serves as a board member for the YMCA of Greater Charlotte (Johnson) and a finance committee member of Myers Park Presbyterian Church.
Mr. Adams received his Bachelor of Science in Business Administration from the University of North Carolina at Chapel Hill and his MBA from the Babcock School at Wake Forest University.