David Goldstein Launches EBITDA20x, an Independent Investment Bank Focused on Technology and Tech-Enabled Services

NEW YORK, November 3, 2026 — EBITDA20x announced its launch as an independent investment banking and strategic advisory firm serving founders, business owners, boards, and financial sponsors across technology and technology-enabled services, including IT services, Business Process Outsourcing (BPO), Software, Artificial Intelligence, Information & Data Services, FinTech, HealthTech, InsurTech and GovTech.

Founded by David Goldstein, former Vice Chairman at Jefferies, EBITDA20x draws on his 33-year investment banking career at Jefferies and Credit Suisse, advising companies and investors on strategic and financial transactions.

EBITDA20x is built on a straightforward view: the value a business realizes in a transaction is largely determined before a process begins, by how the company is built, positioned, and financed. The firm works with clients early, often well ahead of a transaction, to strengthen the factors that drive valuation and to shape the right outcome when the time comes.

“The best outcomes I've seen came from owners who prepared for a transaction long before they needed one,” said Goldstein. “We built EBITDA20x to give founders and sponsors senior attention and independent advice at every stage, not only when a deal is in motion.”

The firm brings together deep investment banking expertise with corporate development and buy-side M&A experience in technology services. This combination brings an understanding of both sides of a transaction, connecting how businesses are positioned for value with how buyers assess opportunities and make investment decisions.

“Having spent much of my career on the buy side, I’ve seen firsthand how buyers evaluate a business, what drives their investment decisions, and what creates value well beyond the close,” said Kirti Gavri, Managing Director & COO of EBITDA20x. “David and I come to this from different sides of the table, but share a common belief in the importance of sound judgment, long-term relationships, and creating lasting value. That shared belief is at the heart of what we’re building at EBITDA20x.”

EBITDA20x advises on sell-side and buy-side M&A, capital raising and capital structure, strategic advisory, valuation and fairness opinions, and special situations. Senior-level involvement is central to the firm's approach, from initial strategic discussions through transaction completion.

Media / inquiries: David Goldstein, david@ebitda20x.com and Kirti Gavri, kirti@ebitda20x.com

To learn more about EBITDA20x and its approach to strategic advisory and transactions, visit www.ebitda20x.com or connect with our team.