Executive Leadership

David Berman, COO, and Managing Principal at SimiTree, is a recognized leader in healthcare finance and M&A, specializing in home health, hospice, and behavioral health organizations. A Certified Public Accountant, Global Management Accountant, and Certified Valuation Analyst, he guides organizations through complex M&A transactions while delivering strategic financial improvements that drive sustainable growth.

Named to NACVA's prestigious “40 Under Forty” list in 2015, David has established himself as a trusted advisor in healthcare finance. He provides comprehensive M&A support—from due diligence and valuation to workflow optimization and post-merger integration—across home health, hospice, pediatrics, and behavioral health sectors. As an interim financial executive for both independent and hospital-affiliated organizations, he has consistently delivered transformative results.

A graduate of the University of Connecticut, David is a sought-after national speaker on Medicare billing, revenue recognition, and financial benchmarking. He actively serves on industry committees and maintains leadership roles in key healthcare and financial associations, including the National Association for Home Care & Hospice and the Home Care and Hospice Financial Managers Association.