Summary

- DemandTec is the leading provider of consumer demand management (CDM) software

- DemandTec’s software enables retailers and consumer products companies to deploy science based merchandising strategies to achieve their revenue and profitability goals

- DemandTec hired Montgomery to join an experienced group of underwriters and be involved in facilitating the drafting, due diligence and valuation processes

- Montgomery leveraged key relationships with international buyside funds to increase investor exposure and contribute to a well-rounded syndicate

- As a result of this process DemandTec completed a successful $66 million initial public offering

Montgomery created a “win-win” situation:

- Initiating important international buyside relationships

- Driving a high-quality, focused process in tandem with senior management, other underwriters, and counsel

- Creating a successful outcome. DemandTec continues to receive strong investor interest post IPO