Sustaining Growth. Preserving Legacy.
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.
Approach
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.
Preferred Business Attributes:
Location: Northeast U.S. or Southern California
Consistent history of profitability
Ownership retirement or absentee owner
In-place management teams
$750K - $3MM EBITDA
10%+ Net Margin
Asset-light business model
Niche market with limited competition
Defensible competitive advantage
Michael Mullaney, Co-Founder
Prior to founding Newport Harbor Group in January of 2021, Michael held roles in commercial real estate private equity, wealth management, and management consulting. These roles provided expertise ranging from investment analysis and project management to business administration and investor relations. Michael holds a Bachelor of Science in Finance from Boston College. He currently resides in Newport, RI with his wife Leslie.
David Montoya
, Co-Founder
Prior to founding Newport Harbor Group in January of 2021, David was in Corporate Finance with 10+ years of experience leading and building out finance organizations. He started with a private billion-dollar company, has worked at a software technology company, and has also been a part of a biotech startup just after Series D Funding striving to go public. David has been a critical piece to an IPO, three acquisitions, and three capital raises post IPO. David holds a Bachelor of Arts in Mathematics from Boston College. He currently resides in Orange County, CA with his wife Caitlin.
