David Bonrouhi has over 25 years of investment banking and private equity experience and currently focuses primarily on working with family-owned and woman-owned businesses. David began his investment banking career at Merrill Lynch in New York in the mid 1990’s where he worked on a number of M&A transactions, IPOs, private placements, and high yield debt offerings in the media and telecom industries. David later worked in private equity for UnionBanCal Equities, where he co-managed Union Bank’s portfolio of private equity investments in middle market companies in a wide range of industries and was a Board observer of several portfolio companies. David also founded a financial consulting firm, Blue Line Capital, and worked as a VP at Hunter Chase, a private investment firm.
David began his career as a CPA and tax consultant with Price Waterhouse in New York. David holds Series 7, 63 and 79 licenses with Fallbrook Capital Securities Corporation (Calabasas Capital is a dba of Fallbrook Capital), is a licensed California CPA (inactive) and a licensed California broker.
David has an MBA in Finance and Entrepreneurial Studies from UCLA’s Anderson School of Management; and a Masters in Tax and a B.S. in Accounting from Miami University (Ohio). David is active with the Association for Corporate Growth (ACG), the Exit Planning Institute, the UCLA Anderson Private Equity Alumni Association, Provisors, Bruin Professionals, and Jewish Business Leaders (JBL). David has served on the Board and as Sponsorship Chairman of the 101 Corridor Chapter of ACG for a number of years. He has been honored multiple times by inclusion in the San Fernando Valley Business Journal’s Valley 200: The Most Influential Leaders in the Valley and has been recognized by the Los Angeles Business Journal as a Leader of Influence in Investment Banking and Private Equity.
David is originally from Buffalo, NY and currently lives in Marina Del Rey with his family.
Andrew has more than 17 years’ experience in investment banking and corporate development in addition to CFO and operating management roles in private equity and venture capital backed companies. He brings more than 25 years focused on growth stage companies to advising entrepreneurs and investors in aerospace and defense, software and technology.
Andrew was CFO of the Merex Group and Kellstrom Defense, a private equity backed aerospace and defense company where he completed multiple acquisitions to grow the business more than five-fold over 2 years. He was interim-CFO and GM of a private equity backed CPG business that was sold to Bradford. He was a Senior Manager at Oracle Corporation after being actively involved in the growth and development of Treasury Services Corporation, an enterprise software company backed by General Atlantic, that was acquired by Oracle Corporation.
Previously, Andrew was Managing Director of Angeles Capital Group, Director of Alexander Dunham, Associate of Gerard Klauer Mattison (now BMO Capital Markets) and GKM Ventures, and Associate of Chanin Capital Partners (now Duff & Phelps). Prior to that, he spent four years at Price Waterhouse where he was qualified as a Member of the Institute of Chartered Accountants (CA ANZ). Andrew received his MBA from the John E. Anderson Graduate School of Business at UCLA where he was selected as a Venture Fellow and received his Bachelor of Commerce degree at the University of Western Australia. He holds Series 7, 63 and 79 licenses with Fallbrook Capital Securities Corporation.
Andrew currently resides with his wife Judy and children in Encino where he has lived for more than 20 years.
Josh Lederer is a managing director and principal of Calabasas Capital and President of Fallbrook Capital Securities Corporation, our broker/dealer affiliate. Josh has structured and monetized over $1 billion of state and federal tax credit investments over the last 15 years. He has helped numerous clients, including many Fortune 500 companies, save over $100 million through tax-based investments. Josh graduated from the University of California, Santa Cruz with a Bachelor of Arts in Global Economics and holds Series 7, 24, 79, 63 and 99 securities licenses and is a principal of Fallbrook Capital Securities. Josh lives in Los Angeles.
Customized Investment Banking for Lower Middle Market Family-Owned Businesses
David Bonrouhi from Calabasas Capital Presents Industry Update at ACG 101 Private Equity Panel - Feb 26, 2025
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