We are passionate about growth companies and the entrepreneurial spirit and creativity that drive them.  We provide our clients with outstanding execution driven by in-depth analysis and market insight.

• Superior technical execution. Our banking teams possess the core competencies and deal experience to handle the most complex transactions, often on accelerated timelines.

• Deep domain expertise. Our sector teams have many decades of hands-on experience in their industry verticals. Each of our teams monitors, on a daily basis, the relevant transactions, capital markets trends, and other valuation drivers in their respective sectors.

• Independent advice. Technical proficiency and domain knowledge are important. But it is our bankers’ ability to combine a comprehensive understanding of industry dynamics with a superior command of the intricacies of transaction execution free from the conflicts of interest plaguing the big investment banks that makes the telling difference.

• Senior, hands-on involvement. Senior bankers work with you. This is not always the case with bulge-bracket banks, which, by virtue of their high infrastructure costs, are often unable to assign senior executives to smaller transactions and clients. Conversely, our business model is predicated on senior involvement in every deal, large and small. There are no exceptions.

• Funding sources.  We have extensive, long-term relationships with corporate and growth equity funding sources – all of which are actively involved in our targeted business sectors. We are in constant intellectual dialogue with these partners, sharing sector perspectives, reviewing their focus, and staying current with their recent and prospective investments.

• Global reach.  Our international presence and relationships are important success drivers. At any given time, Montgomery & Co. deal teams are working on several M&A transactions worldwide.