File · FounderEst. · Miami, FLFocus · M&A

DavidSugarman.

Founder & Managing Partner , SugarTime

Thirty years on Wall Street, from a GED to Morgan Stanley. He puts all of it on the founder's side of the table, out of Miami.

Book a call
David Sugarman
Morgan StanleyMerrill Lynch
SUBJECT: D. SUGARMAN
MIAMI, FL
01 · Statement

For thirty years he sat on the bank's side of the table. Now he sits on yours, and he brings every relationship and every hard lesson with him.

02 · By the numbers

A record, in short.

$250M+
In capital & deals advised
0
On the founder's side of the table
0
Years in the capital markets, since 1995
0
Wall Street firms, Oppenheimer to Morgan Stanley
03 · The story

A GED, a phone, and thirty years of proving people wrong.

The short version of a long road, from a bucket shop on John Street to Morgan Stanley, and then Miami.

David didn't take the usual road. He got a GED, skipped college, and talked his way onto Wall Street in 1995 because he outworked everyone in the room. He studied for his Series 7 at his father's kitchen table, passed it, and finished a training program that was built to take a year in about ninety days.

"I got onto Wall Street with a GED, on tenacity, doing the things other people won't."

From there it was Oppenheimer, then Payne Webber, Smith Barney, Merrill Lynch, Deutsche Bank, and Morgan Stanley. He learned how the biggest institutions price, position, and win, and exactly where everyone else quietly loses leverage. Then he moved to Miami and bet on himself.

In Miami he built SugarTime. He started out managing money for artists and athletes, signed acts like New Edition, and earned a name, "Sugar", one handshake at a time. Today the work is capital: raises, mergers, and acquisitions, run for the founder and never the counterparty. His own line for it is the honest one, his business is to help people get money.

04 · Career

How he got here.

1995 · The start

Onto Wall Street with a GED

No college, just tenacity. Passed the Series 7, then finished a one-year training program in about ninety days.

The Street

Oppenheimer to Morgan Stanley

Oppenheimer, Payne Webber, Smith Barney, Merrill Lynch, Deutsche Bank, Morgan Stanley. He learned how the biggest institutions price, position, and win.

Miami · 2010

SugarTime, and the name "Sugar"

Bet on himself in Miami. Managed money for artists and athletes, signed acts like New Edition, and built a name one handshake at a time.

Today

On the founder's side

Raises, mergers, and acquisitions, run for the founder and never the counterparty.

05 · Pedigree

Where he learned it.

Morgan Stanley
CAPITAL MARKETS

Inside one of the world's premier institutions, how the biggest deals are structured, priced, and won.

Merrill Lynch
WEALTH & MARKETS

A front-row seat to how capital really moves, and how the people who control it make decisions.

06 · Philosophy

The way he works.

01

Honest from the first call

A straight read on the company, the number, and the timeline. If there's no real path, you'll hear it, a straight answer beats a polished maybe.

02

On your side of the table

SugarTime works for the founder, never the counterparty. Your leverage is protected from the first conversation to the close.

03

Loyalty the banks never showed

He watched big firms show zero loyalty, to their people and their clients alike. SugarTime runs the opposite way. Most clients end up friends, because the relationship is the whole point.

04

Be nice, it's not that serious

He has been counted out and built himself back, and it left him with one rule he actually means: be kind, tell the truth, and remember the person across the table is carrying something too.

07 · Beyond the deals

Miami, and a rule he actually lives by.

He didn't build SugarTime from a tower in Manhattan. He built it in Miami, on his own terms, close to the people he works with. He has been broke and he has been counted out, and it made him kinder, not harder. That's the person you get on the call.

Miami
The desk
Off the clock
"My business is to help people get money. That is the whole job."
DAVID SUGARMAN · ON THE WORK
"Be nice. You can still be a leader and be nice."
DAVID SUGARMAN · ON HOW HE WORKS
"I got here on tenacity, doing the things other people won't do."
DAVID SUGARMAN · ON HOW HE STARTED

Want David on your next move?

Serious about a raise, a merger, or an acquisition? Start with a short intake, the fastest way onto his calendar.

Start a conversation
Serious inquiries only · ~3 minutes · sugar@sugartimeinc.com