
Montgomery & Co. acts as an engaged agent in the private placements of equity and debt securities for growth companies. Relying on our extensive network of relationships with domestic and overseas institutional investors, strategic investors, and family offices, we provide access to a wide range of funding options and entities.
Over the last five years, we have raised over $1 billion in private financing, positioning us as a market leader in the United States. We focus on private placements in the $25 – $75 million range.
We have created an enviable reputation with institutional investors based on the quality of the companies we represent in these private placements. As a result of the excellent returns delivered historically to those who invest in our deals, and our transparent culture, we find our community of investors on the buyside receptive to our next agented opportunity.




