Our Firm
• Premium Quality Banking Services
• Strategic and Investor Relationships
• Deep Industry Knowledge
• Senior Commitment
Montgomery & Co. is a leading investment banking firm that provides a wide range of services to growth companies worldwide.
As one of the west coast’s premier investment banking firms, Montgomery & Co. has become the bank of choice for growth companies by offering its clients in-depth industry knowledge, financial expertise, access to key relationships and a high degree of customer service.
Our dedication to growth companies, combined with our extensive network of business relationships and proven execution capabilities, makes us a trusted advisor to our corporate clients and a valued resource to investors.
For more detailed descriptions of our services and focus, we suggest you visit our Investment Banking and Industry Focus areas.
Corporate Snapshot
| Founded: | 1986 |
| Employees: | 70+ |
| Locations: | Santa Monica, San Francisco, New York |
| Industry Focus: | Communications; Healthcare; Media; Software & Technology Services |
| Services: | Mergers and Acquisitions Advisory; Private Placements; Strategic Advisory; Fairness Opinions; Private Equity; Private Investments in Public Entities and related transactions |
| Partners: | The Hillman Company, Mitsubishi UFJ Securities, Tudor Investment Corporation, West River Capital |
| Member: | FINRA-SIPC |
Our people are the best
in the industry. They could work anywhere, but they chose to work with growth companies. This is where the action is.
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