Profile
Mr. Nelson joined PPM America in July 2001 as a Vice President.
He is responsible for identifying investment opportunities and for making investment recommendations across a broad array of industries.
Prior to joining PPM, he was a Principal at Catalyst Equity Partners, LLC, a private equity fund formed to make control equity investments in businesses that are strategically mismanaged, capital constrained, or requiring equity to execute a turnaround or to fund a plan of reorganization from bankruptcy.
He has held various operating roles within portfolio companies including acting as the interim Chief Financial Officer for a manufacturer of Stanley-branded products.
Mr. Nelson's industry experience includes: retail, general manufacturing, communications, automotive, distribution, consumer products and natural resources.
Prior to Catalyst, he was an Associate at Chilmark Partners, LLC, the general partner for the $1.1 billion Zell-Chilmark Fund and for Chilmark Fund II.
Mr. Nelson began his career as an Analyst in the Corporate Finance Department of Kidder, Peabody & Co., Inc. After two years, he left Kidder with the three senior members of the Chicago office to form the Chicago Mergers & Acquisitions office for Robert W.
Baird & Co., Inc.
Former positions of David B. Nelson
| Companies | Position | End |
|---|---|---|
PPM America, Inc.
 PPM America, Inc. Investment ManagersFinance PPM America, Inc. (PPM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1990 and is a subsidiary of PPM Holdings, Inc., ultimately held by Jackson Financial, Inc. (JFI) (NYSE: JXN). PPM is the primary investment manager for the general account assets of JFI’s insurance subsidiaries and serves as sub-adviser to US mutual funds sponsored by Jackson National Asset Management LLC (JNAM), a subsidiary of Jackson National Life Insurance Co. (Jackson), and adviser to the PPM Funds, a family of institutional share class mutual funds. Additionally, PPM provides advisory services to non-US pooled investment vehicles, structured vehicles such as collateralized loan obligations (CLOs), private equity funds, and separately managed accounts for third-party institutional clients. | Analyst-Equity | 2006-08-30 |
Robert W. Baird & Co., Inc. (Equity)
 Robert W. Baird & Co., Inc. (Equity) Investment ManagersFinance Robert W. Baird & Co., Inc. (Equity) (Baird Equity Asset Management) is a SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 1971 and is a subsidiary of Baird Financial Corp., which is owned by Baird Financial Group, Inc. Baird Equity Asset Management is investment management department within Baird that provides investment management and other services to certain Baird Funds, which invests primarily in equity securities (Baird Equity Funds). The firm also serves as investment sub-adviser to a mutual fund series of the Principal Funds, Inc. | Corporate Officer/Principal | - |
Kidder Peabody & Co., Inc. /Non Retail Unit/
 Kidder Peabody & Co., Inc. /Non Retail Unit/ Investment Banks/BrokersFinance Part of UBS Group AG, Kidder Peabody & Co., Inc. /Non Retail Unit/ is a security brokers & dealers. The company is based in Staten Island, NY. | Corporate Officer/Principal | - |
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1st degree connections
1st degree companies
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| Private companies | 3 |
|---|---|
PPM America, Inc.
PPM America, Inc. Investment ManagersFinance PPM America, Inc. (PPM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1990 and is a subsidiary of PPM Holdings, Inc., ultimately held by Jackson Financial, Inc. (JFI) (NYSE: JXN). PPM is the primary investment manager for the general account assets of JFI’s insurance subsidiaries and serves as sub-adviser to US mutual funds sponsored by Jackson National Asset Management LLC (JNAM), a subsidiary of Jackson National Life Insurance Co. (Jackson), and adviser to the PPM Funds, a family of institutional share class mutual funds. Additionally, PPM provides advisory services to non-US pooled investment vehicles, structured vehicles such as collateralized loan obligations (CLOs), private equity funds, and separately managed accounts for third-party institutional clients. | Finance |
Kidder Peabody & Co., Inc. /Non Retail Unit/
Kidder Peabody & Co., Inc. /Non Retail Unit/ Investment Banks/BrokersFinance Part of UBS Group AG, Kidder Peabody & Co., Inc. /Non Retail Unit/ is a security brokers & dealers. The company is based in Staten Island, NY. | Finance |
Robert W. Baird & Co., Inc. (Equity)
Robert W. Baird & Co., Inc. (Equity) Investment ManagersFinance Robert W. Baird & Co., Inc. (Equity) (Baird Equity Asset Management) is a SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 1971 and is a subsidiary of Baird Financial Corp., which is owned by Baird Financial Group, Inc. Baird Equity Asset Management is investment management department within Baird that provides investment management and other services to certain Baird Funds, which invests primarily in equity securities (Baird Equity Funds). The firm also serves as investment sub-adviser to a mutual fund series of the Principal Funds, Inc. | Finance |
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