David Michaels Email & Phone Number

Del Mar, Ca, Us

Boston, Ma, Us

Capstone Headwaters is an elite investment banking firm dedicated to serving the corporate finance needs of middle market business owners, investors and creditors. Capstone Headwaters provides merger & acquisition, private placement, corporate restructuring and financial advisory services across 16 industry verticals to meet the lifecycle needs of emerging enterprises. Headquartered in Boston, MA and Denver, CO, Capstone Headwaters has 20 offices in the US, UK and Brazil with a global reach that includes over 300 professionals in 34 countries. For more information, visit www.capstoneheadwaters.com.

Del Mar, Ca, Us

• Founded SagePoint Advisors in 2008, an investment banking firm focused on merger, acquisition advisory services for technology and telecom companies and their venture backers• Advise CEOs and Board of Directors of technology and telecom companies on sell-side engagements, divestitures, buy-side engagements and strategic investments.• SagePoint delivers the senior-level attention, trusted relationships and market insight on $10-100 million transactions that other investment banks reserve only for much larger transactions.

• Co-founded investment banking business in 1996 as the lead banker and established the firm’s initial track record of closed transactions.• Instrumental in building investment banking business to over $50M in revenues and 80 employees.• Launched San Diego office in 2003, recruited the team and established Montgomery as dominant brand in the region.• Advised CEOs and Boards on more than 75 corporate strategy, M&A and fund raising engagements.• Directed the Communications Group, managing team members in both San Diego and San Francisco offices.• Served as liaison to several high-profile venture capital, private equity and law firms.• Advised C-Level technology and telecom executives on market entry analyses, acquisition search studies, strategic portfolio evaluations and distribution strategy assessments

Des Moines, Iowa, Us

• Aided in soliciting, winning, and executing merger and acquisition and debt financing engagements.• Built financial models, conducted valuation analysis and evaluated credit risk of potential borrowers based on industry dynamics, competitive position, financial leverage, and potential legal liabilities. • Presented transaction concepts and Bankers Trust' capabilities to potential clients.

Reston, Virginia, Us

• Contributed to both the conceptual and detail design phases of the F-22 Raptor prototype. • Evaluated design concepts based on customer constraints, cost, weight, fit and function, and manufacturability and presented preferred design to customer.• Acted as liaison between assembly workers and engineering team during prototype assembly, identified fit & function problems, recommended repair solutions and developed redesign concepts for production model.

Mba

Bsme, Mechanical Engineering