Montgomery & Co. bankers have executed hundreds of mergers and acquisitions for growth companies around the globe.  Our primary focus has been privately held, venture-backed or bootstrapped companies.  Our experience is that 95% of the venture exits are through mergers & acquisitions.  We provide valuable assistance to founders, executives and investors in providing liquidity.

Our activities include private to public sale, public-to-public mergers, divisional divestitures, fairness opinions and strategic evaluations. Such broad and deep deal experience gives us the ability to think “over-the-horizon” – to create innovative solutions and structures that may not occur to others.  We maintain strategic dialogues with many of the buyers.

We take a strategic approach to each transaction.  We evaluate each potential acquirer with respect to key criteria – market capitalization, available cash, track record of paying “strategic prices” versus bottom-fishing, propensity to acquire, and more. We then rank order the list of potential combinations according to their merits and risks.