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David P. Helgerson
Dave is a Principal in Hamilton Lane’s Co-Investment Group, based in Philadelphia, and serves as a member of the Co-Investment Investment Committee. He is responsible for the day-to-day management of Hamilton Lane’s direct investments and for leading investments within a variety of sectors and strategies across Hamilton Lane's direct investment products.

Prior to joining Hamilton Lane, Dave was a corporate investment banker in the Financial Institutions Group of Morgan Stanley in New York, focusing on advising and executing mergers and acquisitions and corporate finance transactions. His prior industry experience includes financial services, media & telecom, and industrial and utilities sectors. He has extensive experience analyzing, structuring, and valuing potential investments with financial sponsors and clients such as Mellon Bank, American Express, Chicago Mercantile Exchange, BlackRock, RCN, and Pacific Gas & Electric, among others. Previously, he worked in the Mergers & Acquisitions Group at Credit Suisse First Boston and with the Tri-State Investment Group, an early stage venture group in North Carolina. Dave also served as a Lieutenant in the United States Navy.

Dave received an M.B.A. in Finance from Duke University’s Fuqua School of Business and a B.A. in Political Science from Swarthmore College.


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