We Are Cardinal Advisors.

Our focus is value creation, whether through operational and strategic enhancements, M&A, or corporate finance and capital structure optimization. We have the capabilities and experience to help our clients and portfolio companies navigate any of these complex matters.

Our team combines several decades of principal investment, investment banking, management consulting, and hands-on operational management experience in growth and turnaround situations in large and small companies.


Meet Our Founders


Amitav Misra

Partner & Co-founder

Experience:
President of consumer manufacturing company; McKinsey & Co., EnerNOC Inc., principal investment and board roles

Areas of expertise:
Corporate strategy, operations management, investment analysis

Education:
BA, Stanford University

Outside directorships and community involvement:
Director, Blue Dolphin Energy Company
Commissioner, Houston Center for Literacy

Contact:
amitav.misra@cardinal-advisors.com

David Felman

Partner & Co-founder

Experience:
Morgan Stanley, Goldman Sachs, Moelis & Co., UBS, Stanford Management Company

Areas of expertise:
Capital structure, transactions, valuation

Education:
MBA, UCLA Anderson School of Management (Carter Fellow)
BA, Stanford University (Distinction, Honors)

Outside directorships and community involvement:
Director, Jewish Family Service of Los Angeles

Contact:
david.felman@cardinal-advisors.com