David P. Michaels
Corporate Officer/Principal at Capstone Partners LLC
Profile
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).
David P. Michaels active positions
| Companies | Position | Start |
|---|---|---|
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 | 30/06/2012 |
Former positions of David P. Michaels
| Companies | Position | End |
|---|---|---|
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. | Founder | 30/06/2012 |
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. | Founder | 31/03/2008 |
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 | 31/07/1992 |
| GENERAL DYNAMICS CORPORATION | Corporate Officer/Principal | 28/02/1990 |
Training of David P. Michaels
| University of California, Los Angeles | Masters Business Admin |
| University of Michigan | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| GENERAL DYNAMICS CORPORATION | Electronic Technology |
| Private companies | 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 |
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