Montgomery & Company Overview
- Service
- Investment Bank
- Founded
- 1986
- Serviced Companies
- 171
- Serviced Deals
- 79
- Serviced Investors
- 3
Montgomery & Company General Information
Description
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
1986
Service Provider Type
Investment Bank
Primary Office
- 100 Wilshire Boulevard
- Suite 400
- Santa Monica, CA 90401
- United States
Montgomery & Company Services to Companies
Service on a Deal (79)
| Company Name | Service Provided | Deal Date | Deal Type | Deal Amount |
|---|---|---|---|---|
| Orchard App | Advisor: General | Jul 2017 | 00000 | 0000000 |
| 000000 | Advisor: General | Oct 2016 | 00000 | 0000000 |
| 00000000 | Advisor: General | Mar 2016 | 00000 | 0000000 |
| 000000 | Advisor: General | Feb 2015 | 00000 | 0000000 |
| 000000000000 | Advisor: General | Jul 2014 | 00000 | 0000000 |
| 000000000 | Underwriter | Jan 2014 | 00000 | 0000000 |
| 0000000000 | Advisor: General | Nov 2012 | 00000 | 0000000 |
| 000000000 | Lead Manager or Arranger | Oct 2012 | 00000 | 0000000 |
| LesConcierges | Advisor: General | Sep 2012 | 00000 | 0000000 |
| Ramp (Multimedia and Design Software) | Advisor: General | Sep 2012 | 00000 | 0000000 |
Montgomery & Company Services to Investors
Service on a Deal — Buy Side (3)
| Investor Name | Service Provided | Deal Date | Deal Type | Deal Amount |
|---|---|---|---|---|
| BT Group (UK) | Advisor: General | Jul 2008 | 00000 | 0000000 |
| 00000 | Legal Advisor | Apr 2007 | 00000 | 0000000 |
| 0000000 | Advisor: General | Mar 2007 | 00000 | 0000000 |
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 |
| 000000 0000000000 | Advisor: General | May 2005 | 00000 | 0000000 |
Montgomery & Company Investment Preferences
| Preferred Industries | Preferred Verticals | Preferred Deal Types | Geographic Preferences | Transaction Amount |
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