Throughout his career, David Montoya has represented financial institutions, private equity, and venture funds in all aspects of corporate law, including corporate formation, M&A transactions, private placements, public regulatory filings, real estate transactions, and tax matters. His work involves a sophisticated blend of legal and investment expertise, acting as both chief counsel within investment funds, and as a decision-maker on the investment committee.
He has extensive experience in venture capital, including negotiating preferred equity “series” term sheets, convertible notes, “SAFE” notes, agreements on securities, warrants, options, and loan agreements for private placements. He has advised corporations and high net worth individuals on financial planning, estate planning, and tax issues, negotiated legal settlements, and provided business and tax advice for SBIC and alternative asset fund formations.
Beyond his legal expertise, David has been lead or co-lead for investments that have produced significant returns for investors. He co-founded SeaView Mezzanine Fund, LP, a private equity fund, was a principal at Silicon Alley Venture Partners, a venture capital fund in New York City, and was the Director of Investments at the New York City Investment Fund, a private investment fund created by Henry Kravis and Jerry Speyer. In addition, he acted as COO & CFO of a public company listed on the NASDAQ.
Over the course of his more than 25-year career, David was an attorney specializing in mergers and acquisitions at Skadden, Arps, Slate, Meagher and Flom LLP, and an accountant at Ernst & Young LLP working in the financial services audit group and the M&A tax group. He sits on the board of directors of Symco Group, Inc., National Cardiac, Inc., Genutec Business
He holds a JD from the New York University School of Law, an MBA from Columbia University, and received his undergraduate degree in finance from St. John’s University.
He is admitted to practice law in New York.