David Michaels

  • Managing Director
310-929-5955
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Biography

David Michaels is a Managing Director of Capstone where he is responsible for managing the firm’s Technology & Telecom Group (TTG). David founded SagePoint Advisors in 2008, a boutique investment banking firm focused on providing M&A advisory services to technology and telecom companies. Prior to founding SagePoint, David was a Co-Founder, Partner and Managing Director at Montgomery & Co., a leading investment bank focused on serving emerging-growth technology companies. David co-founded Montgomery’s investment banking business in 1996 and played an instrumental role in building the business to over $50 million in revenues and 80 employees. Mr. Michaels also ran the firm’s Communications and Digital Media Technology practice areas prior to his departure.

David has intimate knowledge of the strategic landscape, market dynamics and technology underpinnings of several high technology market segments including Mobile Software & Services, Consumer Internet, E-Commerce, Enterprise SaaS, Cloud & Infrastructure Software and Consumer, IT & Telecom Hardware. Prior to joining Montgomery in 1994, David worked as an investment banker at Bankers Trust and prior to that, as a structural engineer at General Dynamics.

Education

The Anderson School at UCLA - MBA - Entrepreneurship

The University of Michigan - BS - Mechanical Engineering

Registrations & Affiliations

FINRA - Series 79 & 63 Registered Invetsment Banking Representative

Industry Coverage

M&A activity in the application development and deployment space continues to be strong with 18 transactions completed thus far in 2018.  Enterprises are increasingly focused on...Read more

Buyers continue to target Healthcare Information Technology (HCIT) companies as they seek to modernize and adapt to the evolving landscape of the US healthcare system.  One key regulatory...Read more

Demand for Healthcare Information Technology (HCIT) has been robust, as technology continues to mature and to create new possibilities in the industry. Last year, 184 HCIT mergers and acquisitions...Read more