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David Glatt

Director at Custom Truck One Source
Board

About David Glatt

David Glatt (age 48) is a Managing Director at Platinum Equity and has served on CTOS’s Board since 2021 (Class A; term expires 2026). He is a non‑independent Platinum nominee with special Board voting power shared among three Platinum designees; Messrs. Samson, Glatt, and Wolf together are entitled to eight votes, equally divided, under CTOS’s charter and stockholders’ agreement . He holds a Bachelor’s degree from the University of Pennsylvania and an MBA from Columbia University . In 2024, directors each attended at least 75% of Board and applicable committee meetings; all then‑serving directors attended the 2024 annual meeting .

Past Roles

OrganizationRoleTenureCommittees/Impact
Platinum EquityManaging Director; leads deal structuring/execution and post‑acquisition oversight2008–present Oversees investments in United Site Services, Jostens, Hunterstown Power Generation, Electro Rent; previously Maxim Crane, San Diego Union‑Tribune, American Commercial Lines, PBH Marine Group, Nesco, BlueLine Rental
CIBC World Markets (NY)M&A Group (prior role)Pre‑2008 Transaction execution in M&A

External Roles

Company/OrganizationRoleStatus
Public company directorshipsNone disclosed in CTOS proxyNone disclosed

Board Governance

  • Independence and designation: Non‑independent Platinum nominee; Platinum owns ~70% of CTOS and the company relies on NYSE “controlled company” exemptions .
  • Board class/tenure: Class A; director since 2021; current term expires 2026 .
  • Voting power: Platinum designee directors Samson, Glatt, Wolf share eight votes on the Board, equally divided among them (super‑voting under charter) .
  • Committees: No Audit or Compensation Committee assignments listed for Glatt (Audit: Bader, Heinberg, Jackson, Nelson; Compensation: Wolf, Jackson, Nelson) .
  • Attendance: All directors met at least 75% attendance in 2024; all attended the 2024 annual meeting .
  • Board leadership: Chair is independent director Marshall Heinberg; he presides over executive sessions and coordinates independent director activities .
  • Operating Council: Established at acquisition; while Platinum meets the ownership threshold, Platinum nominates all members (including Board Chair, CEO, CFO); recommends agendas to the Board—concentrating influence with the controller .

Fixed Compensation (Director)

YearCash Fees ($)Equity Awards ($)Total ($)
2024

Policy: CEO, Founder, and directors affiliated with Platinum (including Glatt) do not receive compensation for Board service . For context, unaffiliated non‑employee directors receive $100,000 cash retainer and RSUs valued at $125,000 annually; Chair receives $200,000 cash and $225,000 RSUs (granted Apr 1 based on 5‑day average price) .

Performance Compensation

  • None. Platinum‑affiliated directors (including Glatt) do not receive director equity grants or performance‑based compensation .

Other Directorships & Interlocks

RelationshipDetail
Controlling shareholder representationGlatt is a Platinum Equity nominee on CTOS’s Board; Platinum owns ~69.2% of shares and exercises extensive governance rights under the Amended & Restated Stockholders’ Agreement .
Committee interlocksCompensation Committee includes one Platinum affiliate (David Wolf) and two independents; CTOS has no separate nominating/governance committee (full Board handles nominations) under controlled‑company exemptions .

Expertise & Qualifications

  • Transaction/M&A execution and post‑acquisition oversight; portfolio company operational monitoring .
  • Education: BA, University of Pennsylvania; MBA, Columbia University .
  • Sector experience: Oversight roles across industrials, services, and media through Platinum portfolio companies .

Equity Ownership

HolderBeneficial Ownership (shares)% of Outstanding
David Glatt (personal)— (no personal beneficial ownership disclosed)
Platinum Equity, LLC (PE One Source Holdings, LLC)156,743,635 69.2%

Additional alignment and risk policies:

  • Stock ownership guidelines apply to compensated non‑employee directors (not to Platinum‑affiliated, uncompensated directors); expectation to meet by Dec 31, 2026 for those covered .
  • Hedging/pledging prohibited for directors under Insider Trading Policy (no margin accounts/pledges/hedges) .

Governance Assessment

  • Positives

    • Experienced sponsor representative with deep M&A and operational oversight background, potentially valuable for capital allocation and portfolio discipline .
    • Independent Chair structure and regular executive sessions provide some counterbalance to controller influence .
    • Audit Committee fully independent and oversees related‑party transactions under a formal policy .
    • Attendance benchmarks met across the Board in 2024 .
  • Risks / RED FLAGS

    • Controlled company: Platinum owns ~70% and CTOS relies on NYSE exemptions; no nominating/governance committee; Compensation Committee includes one Platinum affiliate .
    • Super‑voting rights: Samson, Glatt, Wolf collectively hold eight Board votes (shared), reducing the relative influence of independent directors .
    • Related‑party exposure: Corporate Advisory Services Agreement pays Platinum $1.25 million per year from 2025 onward (after $2.5 million in 2024), posing a continuing conflict consideration despite Audit Committee oversight .
    • Operating Council control: Platinum nominates all members while above threshold, shaping Board agendas and day‑to‑day oversight priorities .
    • Ownership alignment optics: Glatt has no disclosed personal CTOS share ownership and receives no director compensation or equity, relying on sponsor alignment rather than individual “skin‑in‑the‑game” .

Appendix: Key Company Governance Context (for investor confidence)

  • Amended & Restated Stockholders’ Agreement grants Platinum extensive consent rights over major corporate actions while above ownership thresholds (e.g., M&A >$50m, capital structure changes, CEO/CFO/COO hiring/firing), reinforcing controller oversight .
  • Related‑party policy: Audit Committee reviews/approves related‑person transactions; threshold $120,000, with focus on arm’s‑length terms .
  • Example of Board/Audit Committee action on significant transaction: January 30, 2025 repurchase of 8,143,635 shares from ECP at $4.00/share approved by Board and Audit Committee .