Montgomery & Co. maintains active relationships and dialogue with leading entrepreneurs, growth companies, venture and private equity sponsors and LPs that gives us the unique ability to identify and access proprietary investment opportunities.

Our deep sector knowledge and strong relationships coupled with our extensive network of senior executives, entrepreneurs and board members with whom we have worked over the course of hundreds of investment banking engagements, provides us with unique insight in assessing and managing investments.

We focus on expansion-to-late stage companies in the high growth sectors of the economy. We add value to the businesses in which we are invested, help realize that value for management teams, and are often invited to co-invest in the highest quality transactions.

Select Investments

Phone Factor, Mobile Messenger, Vantage Media