Montgomery & Company Overview

  • Service
  • Investment Bank

  • Year Founded
  • 1986

Year Founded

  • Serviced Companies
  • 157

  • Serviced Deals
  • 84

  • Serviced Investors
  • 3

Montgomery & Company General Information


Montgomery & Company was a Santa Monica, California-based investment banking firm that provides a wide range of services to growth companies worldwide. The firm provided services in the areas of mergers and acquisitions, private placement, public offerings, research and trading. Montgomery & Company catered to the software, security, communications, semiconductors, healthcare, media and entertainment sectors among others. The firm's investment banking operations were shut down in 2013.

Contact Information

Year Founded
Service Provider Type
Investment Bank
Corporate Office
  • 100 Wilshire Boulevard
  • Suite 400
  • Santa Monica, CA 90401
  • United States

Montgomery & Company Services to Companies

Service on a Deal (84)

Company Name Service Provided Deal Date Deal Type Deal Amount
DealerSocket Apr 2018 00000 0000000
Orchard App Advisor: General Jul 2017 00000 0000000
Hangar Advisor: General Oct 2016 00000 0000000
Mashable Advisor: General Mar 2016 00000 0000000
Netsertive Advisor: General Dec 2015 00000 0000000
Reelio Advisor: General Feb 2015 00000 0000000
PowerReviews Advisor: General Jul 2014 00000 0000000
LegalZoom Underwriter Jan 2014 00000 0000000
TalentReef Advisor: General Nov 2012 00000 0000000
Switchfly Lead Manager or Arranger Oct 2012 00000 0000000
You’re viewing 10 of 84 services to companies. Get the full list »

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Montgomery & Company Services to Investors

Service on a Deal — Buy Side (3)

Investor Name Service Provided Deal Date Deal Type Deal Amount
BT Group (Telecommunications Service Providers) Advisor: General Jul 2008 00000 0000000
Eisai Legal Advisor Apr 2007 00000 0000000
Philips Advisor: General Mar 2007 00000 0000000
To view Montgomery & Company’s complete services on a deal — buy side history, request access »

Service on a Deal — Sell Side (2)

Investor Name Service Provided Deal Date Deal Type Deal Amount
3i Group Advisor: General Jul 2006 00000 0000000
Procom Technology Advisor: General May 2005 00000 0000000
To view Montgomery & Company’s complete services on a deal — sell side history, request access »

Montgomery & Company Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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Montgomery & Company FAQs

  • When was Montgomery & Company founded?

    Montgomery & Company was founded in 1986.

  • Who is the founder of Montgomery & Company?

    Jamie Montgomery is the founder of Montgomery & Company.

  • Where is Montgomery & Company headquartered?

    Montgomery & Company is headquartered in Santa Monica, CA.

  • What service provider type is Montgomery & Company?

    Montgomery & Company's service provider type is Investment Bank.

  • What companies has Montgomery & Company invested in or acquired?

    Montgomery & Company has invested in or acquired companies like Wevr, Graphiq (Information Services ), and Cardeas Pharma.

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