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 daughter.
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2024 Year-End Tax Planning
Owner Resource Group is pleased to offer this valuable Year-End Tax Planning Advice from our friends at accounting firm Maxwell, Locke and Ritter. As 2024 comes to a close, it’s time to review your tax strategies. While no major tax legislation passed this year, potential changes in 2025 could impact planning, especially with the possibility of Tax Cuts and Jobs Act provisions being extended.
Owner Resource Group Partners with Leading Behavioral Health Provider Purpose Healing Center
We’re proud to partner with Purpose Healing Center, a leader in behavioral health and substance use disorder services. Together, we’ll support their growth and expand access to high-quality care for underserved communities.
Greg Salario, CEO of our partner company US Med-Equip featured in Inc. Magazine
In Inc. Magazine, US Med-Equip CEO Greg Salario shares his journey of partnering with ORG to scale his business while preserving its core values.