David is a Managing Director in ORG’s Private Equity Group. He is involved with investment due diligence and the strategic development of ORG Partner Companies.
Prior to joining ORG as an Associate, David spent two years with Harris Williams & Co., a middle market investment bank based in Richmond, Virginia.
David received his B.S.B.A. from Kenan-Flagler Business School at the University of North Carolina at Chapel Hill and his M.B.A. with Honors from The Wharton School of the University of Pennsylvania.
David lives in Austin with his wife and two daughters.
Informed Partners are The Best Partners
Our ethos is one of mutual trust and shared knowledge. Check out our resources on the market, on industries, and the best ways to keep growing.
Inc. Names Owner Resource Group Founder-Friendly Investor for Fifth Year in a Row
We’re thrilled to share that Owner Resource Group has earned recognition from Inc. Magazine as a Founder-Friendly Investor for the fifth consecutive year in 2026. This achievement underscores our unwavering dedication to a different approach built on trust, transparency, and authentic collaboration with founders.
Pitfalls to Avoid in Business Transitions
Most founders think deals die in negotiations, but they typically die in due diligence. After 17 years in private equity, Melissa has seen the patterns that separate successful M&A processes from failed ones. Financial trends, management fit, customer durability, and owner dependency are the real deal killers. Learn what buyers actually care about and how to build your business for a strong exit.
OTR Engineered Solutions CEO: The Conversation Founders Need to Hear
When OTR Engineered Solutions needed a partner, they found one that asked about culture, vision, and what they were building. In this conversation, CEO Oscar Torres explains why he says ORG is not like every other private equity firm and what that means for founders looking to take their business to the next level.