Prior to founding SagePoint Advisors in 2008, David Michaels was a Co-Founder, Partner and Managing Director at
Montgomery & Co., a leading investment bank focused on serving emerging-growth technology companies and their
venture backers. Mr. Michaels co-founded Montgomery’s investment banking business in 1996 as the lead banker
and played an instrumental role in building the business to over $50 million in revenues and 80 employees. Mr.
Michaels launched Montgomery’s San Diego office in 2003 and established Montgomery as the dominant brand in
the region. Mr. Michaels also ran the firm’s Communications and Digital Media Technology practice areas for several
years prior to his departure. During his 14 year tenure at Montgomery, Mr. Michaels advised CEOs and Boards on
more than 75 corporate strategy, M&A and fund raising engagements.
Mr. Michaels has intimate knowledge of the strategic landscape, market dynamics and technology underpinnings of
several high technology market segments including wireless infrastructure, software and services, voice, video and
data infrastructure, software and services, storage infrastructure and software, networking equipment, Internet
software and services and semiconductors. Prior to co-founding Montgomery’s investment banking business, Mr.
Michaels managed strategic consulting assignments for the firm including market entry analysis, acquisition search
studies and strategic portfolio assessments.
Prior to joining the Montgomery in 1994, Mr. Michaels held various investment banking positions including a position
within Bankers Trust Corporate Finance Department, where he helped execute merger and acquisition assignments
such as sale mandates and valuation analyses. Prior to that, Mr. Michaels worked as a structural engineer at
General Dynamics, where he assisted on the Advanced Tactical Fighter program.
Mr. Michaels received an M.B.A. with an emphasis in marketing and entrepreneurship from the Anderson School of
Management at UCLA and holds a B.S. in Mechanical Engineering from the University of Michigan.
David P. Michaels, Managing Director & Founder
David P. Michaels
Managing Director & Founder
(858) 926-5950 Office
(858) 761-4847 Mobile