May 25, 2013 3:00 AM ET

Capital Markets

Company Overview of Montgomery & Co., LLC

Company Overview

Montgomery & Co., LLC is a boutique investment-banking firm that provides financial advisory services to small and middle market public and private companies. The firm provides mergers and acquisition, divestitures, institutional private placement of equity, mezzanine debt or senior debt, negotiation assistance, fairness opinions, due diligence, and strategic advisory services. The company focuses on information technology, communications, media, defense, healthcare, and business and consumer services industries. It has a strategic alliance with Mitsubishi Securities. The company also makes later-stage private equity investments through its investment arm, Digital Coast Ventures. Montgomery ...

Detailed Description

100 Wilshire Boulevard

Suite 400

Santa Monica, CA 90401

United States

Founded in 1999

Phone:

310-260-6006

Fax:

310-260-6095

www.monty.com

Key Executives for Montgomery & Co., LLC

Founder and Chief Executive Officer
President
Age: 57
Chief Financial Officer
Managing Director
Managing Director and Head of Media Banking
Compensation as of Fiscal Year 2012.

Montgomery & Co., LLC Key Developments

Montgomery & Co., LLC Presents at 2012 Montgomery Technology Conference, Mar-07-2012 11:30 AM
Mar 6 12

Montgomery & Co., LLC Presents at 2012 Montgomery Technology Conference, Mar-07-2012 11:30 AM. Venue: Fairmont Miramar Hotel & Bungalows, 101 Wilshire Boulevard, Santa Monica, California, United States. Speakers: Frank Kochenash, Vice President of Client Services.

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Recent Private Companies Transactions

Type
Date		 Target
Merger/Acquisition
April 12, 2013 		Montgomery & Co., LLC, San Francisco Office
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