David P. Michaels
Corporate Officer/Principal bei Capstone Partners LLC
Profil
David P.
Michaels was the founder of Montgomery & Co. LLC (1994) and SagePoint Advisors LLC (2008), where he held the title of Managing Director.
Currently, he is the Managing Director & Head-Technology & Media at Capstone Partners LLC (2012 - present).
Previously, he worked as a Structural Design Engineer at General Dynamics Corp.
(1988 - 1990) and as a Financial Analyst at Bankers Trust & Co. (1990 - 1992).
Mr. Michaels holds an MBA from the University of California, Los Angeles (1994) and an undergraduate degree from the University of Michigan (1988).
Aktive Positionen von David P. Michaels
| Unternehmen | Position | Beginn |
|---|---|---|
Capstone Partners LLC
 Capstone Partners LLC Investment Banks/BrokersFinance Capstone Partners LLC provides investment banking services. Its services include mergers & acquistions, corporate restructuring and private placements. The firm also offers transaction and financial advisory and strategic advisory services. The company was founded by Kirk Johnson, John D. Harkey, Jr., John Ferrara and Leonard A. Potter in 1996 and is headquartered in Boston, MA. | Corporate Officer/Principal | 01.07.2012 |
Ehemalige bekannte Positionen von David P. Michaels
| Unternehmen | Position | Ende |
|---|---|---|
SagePoint Advisors LLC
 SagePoint Advisors LLC Investment ManagersFinance SagePoint Advisors LLC is based in Del Mar, CA. Part of Huntington Bancshares, Inc., SagePoint Advisors LLC is a company that provides merger, acquisition, and strategic advisory services. The company was founded by David P. Michaels. SagePoint Advisors was acquired by Capstone Partners LLC, part of Huntington Bancshares, Inc., from June 16, 2022, on July 11, 2012. | Gründer | 01.07.2012 |
Montgomery & Co. LLC
 Montgomery & Co. LLC Investment Banks/BrokersFinance Founded by James Montgomery in 1986, Montgomery & Co. LLC, formerly Digital Coast Partners LLC, is an investment banking firm and broker/dealer headquartered in Santa Monica, California with an additional office in San Francisco. The firm provides a broad range of services including mergers & acquisitions, private placements and strategic advisory services. Montgomery & Co. is a member of the NASD and the SIPC. They focus on growth companies in the software, healthcare and media sectors. Within the software sector, the firm focuses on: (1) enterprise software (2) infrastructure software (3) vertical applications including healthcare information technology and human capital management and (4) business intelligence. Montgomery & Co.'s interests within the healthcare sector include: (1) information technology security (2) wireless (3) IP infrastructure and services (4) semiconductors/enterprise hardware (5) technology-enabled services (6) biotechnology (7) healthcare services (8) consumer healthcare (9) specialty pharmaceuticals (10) medical devices (11) tools and equipment and (12) reagents. Within the media sector, the firm focuses on: (1) advertising and marketing services (2) digital media services (3) entertainment, content and distribution (4) mobile media and (5) online services. | Gründer | 01.04.2008 |
Bankers Trust & Co.
 Bankers Trust & Co. Investment Trusts/Mutual FundsMiscellaneous Part of Deutsche Bank AG, Bankers Trust & Co. is a company that provides trust services. The company is based in New York, NY. | Corporate Officer/Principal | 01.08.1992 |
| GENERAL DYNAMICS CORPORATION | Corporate Officer/Principal | 01.03.1990 |
Ausbildung von David P. Michaels
| University of California, Los Angeles | Masters Business Admin |
| University of Michigan | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Börsennotierte Unternehmen | 1 |
|---|---|
| GENERAL DYNAMICS CORPORATION | Electronic Technology |
| Private Unternehmen | 4 |
|---|---|
Capstone Partners LLC
Capstone Partners LLC Investment Banks/BrokersFinance Capstone Partners LLC provides investment banking services. Its services include mergers & acquistions, corporate restructuring and private placements. The firm also offers transaction and financial advisory and strategic advisory services. The company was founded by Kirk Johnson, John D. Harkey, Jr., John Ferrara and Leonard A. Potter in 1996 and is headquartered in Boston, MA. | Finance |
Montgomery & Co. LLC
Montgomery & Co. LLC Investment Banks/BrokersFinance Founded by James Montgomery in 1986, Montgomery & Co. LLC, formerly Digital Coast Partners LLC, is an investment banking firm and broker/dealer headquartered in Santa Monica, California with an additional office in San Francisco. The firm provides a broad range of services including mergers & acquisitions, private placements and strategic advisory services. Montgomery & Co. is a member of the NASD and the SIPC. They focus on growth companies in the software, healthcare and media sectors. Within the software sector, the firm focuses on: (1) enterprise software (2) infrastructure software (3) vertical applications including healthcare information technology and human capital management and (4) business intelligence. Montgomery & Co.'s interests within the healthcare sector include: (1) information technology security (2) wireless (3) IP infrastructure and services (4) semiconductors/enterprise hardware (5) technology-enabled services (6) biotechnology (7) healthcare services (8) consumer healthcare (9) specialty pharmaceuticals (10) medical devices (11) tools and equipment and (12) reagents. Within the media sector, the firm focuses on: (1) advertising and marketing services (2) digital media services (3) entertainment, content and distribution (4) mobile media and (5) online services. | Finance |
Bankers Trust & Co.
Bankers Trust & Co. Investment Trusts/Mutual FundsMiscellaneous Part of Deutsche Bank AG, Bankers Trust & Co. is a company that provides trust services. The company is based in New York, NY. | Miscellaneous |
SagePoint Advisors LLC
SagePoint Advisors LLC Investment ManagersFinance SagePoint Advisors LLC is based in Del Mar, CA. Part of Huntington Bancshares, Inc., SagePoint Advisors LLC is a company that provides merger, acquisition, and strategic advisory services. The company was founded by David P. Michaels. SagePoint Advisors was acquired by Capstone Partners LLC, part of Huntington Bancshares, Inc., from June 16, 2022, on July 11, 2012. | Finance |
