My focus is building middle-market business value through strategy, innovation and profitable growth.My approach is built on years of practical experience; I have launched companies in alternative energy, internet services, software and professional services, partnering with entrepreneurs as their President, COO and Director. I was Chief Strategy Officer for a Fortune 100 company, where I managed a portfolio of 50+ new product and new business initiatives. I have also been a Partner and operating executive for several professional services business, including 10 years as a Partner with Bain & Company. As a consultant, I have been a trusted advisor to over 200 CEOs and management teams from nearly 50 industries and 15 countries, developing and executing practical value-building strategies. . I like to work with highly motivated leaders and management teams who can capitalize on my broad business experience, deep strategy expertise and strong leadership and communications skills to drive change and growth.Areas of expertise include: - Value-building growth strategies.- Developing and aligning products, services, channels and messages to add new customers, retain and grow profitable customer relationships.- Capital markets readiness: developing and executing strategies to build business value in preparation for raising capital, sale, recapitalization, M+A transactions- Innovation, lean start-up and scale-up processes. - New product/business evaluation, planning,capital raise.- M+A target identification, valuation, due diligence.- Practical processes for strategic planning, new product development, mergers and acquisitions.
Newport Advisors
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Co-Founder And Partner At Newport Advisors, LlcNewport AdvisorsDenver, Co, Us
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Co-Founder/Partner At Newport Advisors, LlcNewport Advisors Mar 2020 - PresentMetro Denver ColoradoNewport Advisors works closely with middle market business owners to help them grow and harvest the value of their businesses. We help business owners look at their business objectively, as potential investors and buyers will see it, then build and execute a realistic plan to polish the company and increase its value. We often project manage the owner's exit to harvest the value of the company and fund their post-retirement lifestyle, family and community responsibilities.
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Director Board Of DirectorsFinch Insights, Inc. Mar 2024 - Oct 2024Denver, Colorado, United StatesIn March 2020, Finch launched as a consumer-facing platform with the goal of helping people understand the environmental impacts of their everyday purchasing decisions. For three years, we worked tirelessly to bring our audience scientifically rigorous information and helpful tips for the more sustainable lives that we all want to live.While individual action remains an important value at Finch, we have shifted to a B2B model with the knowledge that we can make a bigger impact at the company level. Our efforts are now focused on our scoring algorithm and associated data, which we provide to companies so that they can make and sell more sustainable products.
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General Manager, AdvisorSpectrum Engineering, Llc Dec 2020 - Dec 2023Loveland, ColoradoSpectrum designs and manufactures custom electronic PCM controllers for DC motors. The largest application is controlling sand and salt spreaders for snow management equipment. Spectrum was founded in 1995 by Bob Emmerich. Consistent with Bob's final wishes, Spectrum became a 100% employee-owned business in December, 2022. After planning and managing the transaction, I now advise and support the employee-owners as they learn new roles and manage the company.
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Director, Chapter PresidentAcg Denver Jul 2016 - Aug 2021Denver, ColoradoThe Association for Corporate Growth (ACG) is the global community of middle market M&A deal makers and business leaders focused on driving growth. Founded in 1954, ACG has grown to more than 12,000 members organized in 54 chapters throughout North America, Europe and Asia.ACG Denver is recognized as one of the leading ACG chapters with over 400 members including influential middle market business owners and C-level executives, private equity and debt providers, leading intermediaries and service firms. working together to promote the success of Colorado's middle market businesses.Selected as ACG Denver's "Outstanding Board Member of the Year" for 2017. -
Managing DirectorNewport Llc Apr 2012 - Mar 2020Metro DenverNewport advises the owners, CEOs and Boards of emerging growth and middle market companies in two principal areas - Profitable growth strategies, and overcoming the predictable challenges they will encounter as they scale up their businesses. - Capital markets readiness; building value in anticipation of raising capital, M+A or exit.Learn more at www.Newportllc.com -
Director, Interim Ceo (From March 2018)Ng1 Technologies Apr 2015 - Dec 2018Denver, ColoradoNG1 designs and produces patented exhaust systems using the principles of fluid dynamics to increase exhaust velocity, improve fuel economy, reduce emissions and increase performance. NG1 was the 2014 national winner of the US CleanTech Open.
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Director And Chair Of The Investment CommitteeSun Strategies Innovations, Ltd. Apr 2014 - Jan 2018Greater Denver AreaSSI is a unlisted public company, organized and registered in Singapore. SSI a growth equity investor focused on emerging growth companies that have the potential to become global businesses.
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DirectorStrategic Programs, Inc. 2014 - 2015Greater Denver AreaStrategic Programs (now People Element) collects and analyzes information to provide workforce intelligence to help clients increase employee engagement and reduce turnover of high-value employees. -
DirectorSolera National Bank 2012 - 2014Lakewood, CoSolera is a rapidly growing, publicly traded (SLRK) community bank founded in 2007 to provide financial services to the under-served Hispanic community and other disadvantaged individuals and groups in metro Denver. We service and support individuals and organizations who are building a growing, diverse economy in Colorado. www.solerabank.com
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Managing PartnerCommonwealth Partners, Llc Jan 2004 - Mar 2012Strategic adviser to over 150 businesses in 45 industries and 15 countries. Help senior executives develop and implement practical programs to increase growth, profits and value. Successful strategies focus on customers--understand buying behavior, define, value and prioritize segments, design offers to meet their needs better than competitors, launch successful new products and services. Successful implementation aligns leadership, organization, operations and communication to execute the elements of the winning strategy.
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PresidentNex Step 2010 - 2012NeX Step provides decision support software and services to help prescribing physicians personalize and optimize each patient's drug protocols, based on their genetic profile.
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CooSoup Digital Innovations Jun 2008 - Mar 2010Fort Collins, ColoradoLaunched a start-up business focused on monetizing internet video. I was responsible for the sales team--internal and resellers--raising capital and managing investor relationships, financial planning and financial management, staffing and HR management. -
Adjunct ProfessorUniversity Of Colorado, Denver Aug 2006 - May 2007Denver, ColoradoDeveloped and taught the capstone Strategic Management course in the MBA program at the University of Colorado, Denver. -
Senior Vice PresidentFirst Data Corp 2002 - 2004Developed global growth strategy and built new lines of business through strategic acquisitions, organic innovation and product development. FDC Board member on joint ventures with Wells Fargo, Chase, Citibank and HSBC. -
Senior Vice PresidentGen3 Partners 1999 - 2001SVP of Operations for professional services start-up backed by Accel Partners and Dell Ventures. Responsible for selling and delivering services to clients and managing over 100 professionals in Boston, New York and San Francisco offices. Business focused on designing and launching new internet-based businesses in partnership with established companies in traditional industries. -
Partner, Vice PresidentBain & Company 1976 - 1990As an early employee, helped build Bain into a premier international management consulting firm. Served as Partner and/or Vice President for ten years. Worked in Tokyo for 4 years, building successful Asia-Pacific business. Led client engagements and relationships in North America, Europe and Asia. Helped senior executives in a wide range of industries design and implement single business and multi-business corporate strategies to increase growth, profits and shareholder value.
David Roberts Education Details
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(With Distinction) -
American Civilization
Frequently Asked Questions about David Roberts
What company does David Roberts work for?
David Roberts works for Newport Advisors
What is David Roberts's role at the current company?
David Roberts's current role is Co-Founder and Partner at Newport Advisors, LLC.
What schools did David Roberts attend?
David Roberts attended Harvard Business School, Brown University.
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