Montgomery Advantage

Montgomery & Co. provides its clients with outstanding execution driven by the highest level of intelligent analysis and market insight. Our “best-in-class” approach combines:

• Superior technical execution. Our banking teams possess the core competencies and deal experience to handle the most complex transactions, often on accelerated timelines. Every Montgomery & Co. investment banking officer must demonstrate a seasoned understanding of transaction dynamics before joining the firm.
• Deep domain expertise. Our sector teams have many decades of hands-on experience in their industry verticals. In our information technology practice alone, Montgomery & Co.’s 20 banking professionals have more than 150 years of investment banking and relevant industry experience overall. Each of our teams monitors, on a daily basis, the salient transactions, capital markets trends, and other valuation drivers in their respective sectors.
  
• Sage and trusted advice. Technical proficiency and domain knowledge are important. But it is our bankers’ ability to combine a comprehensive understanding of industry dynamics with a superior command of the intricacies of transaction execution that makes the telling difference. We leverage the Firm’s knowledge base and network of relationships to optimize every outcome.
  
• Senior, hands-on involvement. Senior bankers work on your account. This is not always the case with bulge-bracket banks, which, by virtue of their high infrastructure costs, are often unable to assign senior executives to smaller transactions and clients. Conversely, Montgomery & Co.’s business model is predicated on senior involvement in every deal, large and small. There are no exceptions.
  
• Funding sources. Montgomery & Co. maintains an exhaustive rolodex of corporate and private equity funding sources – all of which are actively involved in our targeted business sectors. We are in constant intellectual dialogue with these partners, sharing sector perspectives, reviewing their focus areas (as well as the sub-domains they avoid), and staying current with their recent and prospective investments.
  
• Up-to-date transaction database. Understanding how breaking deals may impact a sensitive transaction currently in negotiation is pivotal to our ability to advise our clients. Our transaction database tracks deals and valuation parameters on a daily basis, providing us with the information we need to provide accurate and timely counsel.
  
• Global reach. The Firm’s trans-border presence and international relationships are important success drivers. At any given time, Montgomery & Co. deal teams are working on several M&A transactions worldwide. Our global sphere of influence, however, is not confined to our own network. Our strategic relationship with one of the world’s largest financial institutions, Mitsubishi Securities, a subsidiary of Bank of Tokyo/Mitsubishi, extends our deal-making, funding and relationship assets worldwide. We are truly a multinational presence.

(Montgomery is) one

of the industry’s hottest dealmakers …
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