Altera is led by a team of financial professionals who understand the private investment needs of individual investors, family offices, and wealth managers. Our team is dedicated to finding attractive risk-adjusted returns in the lower middle market so that our investors can build a more comprehensive portfolio with long-term value creation in mind. We are dynamic, move with conviction, and have the required discipline to capture opportunities that less equipped investors miss. We are constantly evolving our process and testing our opinions, but our core mission remains – build enduring private market portfolios.
David co-founded Altera and is the Chief Executive Officer and Managing Partner. David is responsible for leading the company’s corporate strategy and investment platform, building firm-wide relationships with sponsors and investors, and helping investors build out their alternative investment portfolios. He is a Board Member and an Investment Committee member.
Prior to Altera, David worked as a technology investment banker at Barclays in Silicon Valley. At Barclays, he focused on the internet, semiconductor and software verticals. He performed company specific financial analysis and worked on various private transactions.
David also spent time at Frisch Capital Partners, a boutique investment bank specialized in raising capital for independent sponsors. At Frisch Capital, David helped source transactions, raised capital, and built relationships with lower middle market private equity sponsors.
David graduated with Honors earning a Bachelor of Business Administration in Finance from the University of Georgia.
Mitch is a Board Member and serves as the Chief Compliance Officer for Altera Private Access. Mitch maintains and builds relationships with high-net-worth individuals and family offices that need access to institutional-quality private investments.
Mitch earned a Bachelor of Business Administration in Finance from the University of Georgia, where he was a Leonard Leadership Scholar. He also previously served as the Chairman of the Board of Trustees for the Student Managed Investment Fund at the Terry College of Business.