David Montoya
Co-Founder, Principal & Operating Partner at Newport Harbor Group | Acquiring businesses with $750K - $3MM EBITDA
- Role
- Co-founder at Newport Harbor Group
- Location
- Costa Mesa, CA, US
- LinkedIn followers
- 500 followers
About David Montoya
An effective leader and high valued asset that has progressed from Director of FP & A to…
Experience
Co-founder
May 2021 — Present
Newport Harbor Group (“NHG”) is a private investment firm focused on acquiring small to medium-sized businesses where the owner is looking to transition out of their current role. Our goal is to build upon the strong foundation in-place and supplement it with further investment to grow the business while preserving the company’s legacy.NHG is a long-term investor, working together with previous ownership to ensure a seamless transition enabling the seller to feel confident their business is left in capable hands.
Education
Boston College
BA, Mathematics
2004 — 2008
Skills
- Access
- Team Leadership
- Financial Modeling
- Data Analysis
- Financial Analysis
- Analysis
- Microsoft Excel
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