Montgomery & Co.
Industry: Boutique investment banking company
DescriptionMontgomery & Co. is a boutique investment bank that provides financial advisory services to small and middle market companies located in Santa Monica, California. It is focused on investments and in particular the series A round of venture capital financing. Headquarters: Santa Monica, CA Founded: 1986 Number of employees: 50 (2011) Type of business: Privately held company
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Montgomery & Co. Employees
Employee
Years
Job
Industry
Rawson Daniel Rawson Daniel's Montgomery & Co. Experience July 2005 - July 2007
Job Finance & Analytics at Shutterstock
Industry Internet
Experience
Shutterstock May 2015 - Present
Shutterstock January 2013 - May 2015
Buddy Media / Salesforce April 2012 - January 2013
JMI Equity August 2007 - August 2010
Montgomery & Co. July 2005 - July 2007
Skills
Financial Modeling, Strategic Partnerships, Private Equity, Business Development, Mergers & Acquisitions, Investments, Corporate Development, Corporate Finance, Business Strategy, Go-to-market Strategy, Mergers, Strategy, Investment Banking, Salesforce.com, Equities, Digital Media, Analytics, Start-ups, Venture Capital
Education
Dartmouth College
AB, History
Columbia University - Columbia Business School
MBA
Shutterstock May 2015 - Present
Shutterstock January 2013 - May 2015
Buddy Media / Salesforce April 2012 - January 2013
JMI Equity August 2007 - August 2010
Montgomery & Co. July 2005 - July 2007
Skills
Financial Modeling, Strategic Partnerships, Private Equity, Business Development, Mergers & Acquisitions, Investments, Corporate Development, Corporate Finance, Business Strategy, Go-to-market Strategy, Mergers, Strategy, Investment Banking, Salesforce.com, Equities, Digital Media, Analytics, Start-ups, Venture Capital
Education
Dartmouth College
AB, History
Columbia University - Columbia Business School
MBA
Gee Leung Gee Leung's Montgomery & Co. Experience March 2006 - December 2008
Job Partner at AGC Partners
Industry Investment Banking
Experience
AGC Partners November 2014 - Present
MESA Global August 2010 - October 2014
Inverness Advisors July 2009 - August 2010
Montgomery & Co. March 2006 - December 2008
Friedman Billings Ramsey March 2004 - March 2006
Citigroup June 1998 - July 2002
Skills
Capital Raising, Start-ups, Investment Banking, Mergers & Acquisitions, Mergers, Digital Media, Management, Venture Capital, Private Equity, Securities, Valuation, LBO, M&A experience, Financial Modeling, Emerging Markets, Corporate Development
Education
University of California, Berkeley, Haas School of Business 1996 — 1998
BA, Finance
AGC Partners November 2014 - Present
MESA Global August 2010 - October 2014
Inverness Advisors July 2009 - August 2010
Montgomery & Co. March 2006 - December 2008
Friedman Billings Ramsey March 2004 - March 2006
Citigroup June 1998 - July 2002
Skills
Capital Raising, Start-ups, Investment Banking, Mergers & Acquisitions, Mergers, Digital Media, Management, Venture Capital, Private Equity, Securities, Valuation, LBO, M&A experience, Financial Modeling, Emerging Markets, Corporate Development
Education
University of California, Berkeley, Haas School of Business 1996 — 1998
BA, Finance
Brian Schwartz Brian Schwartz's Montgomery & Co. Experience November 2007 - April 2008
Job Managing Director, Senior Equity Research Analyst at Oppenheimer & Co.
Industry Capital Markets
Experience
Oppenheimer & Co. April 2012 - Present
ThinkEquity LLC December 2010 - April 2012
Piper Jaffray April 2008 - December 2010
Montgomery & Co. November 2007 - April 2008
RBC Capital Markets May 2004 - October 2007
Wells Capital Management May 2003 - August 2003
Skills
SaaS, Business Intelligence, Data Analysis, Cloud Computing, CRM, Software, Mobile Devices, Databases, Linux, ERP, Data Management, Virtualization, Open Source, Data Integration, Operating Systems, VOD, Content Management, Middleware, Systems Management, Enterprise Social...
Education
Michigan State University - The Eli Broad College of Business 2002 — 2004
MBA, Finance and General Management
University of Michigan 1990 — 1994
BA, Kinesiology
Oppenheimer & Co. April 2012 - Present
ThinkEquity LLC December 2010 - April 2012
Piper Jaffray April 2008 - December 2010
Montgomery & Co. November 2007 - April 2008
RBC Capital Markets May 2004 - October 2007
Wells Capital Management May 2003 - August 2003
Skills
SaaS, Business Intelligence, Data Analysis, Cloud Computing, CRM, Software, Mobile Devices, Databases, Linux, ERP, Data Management, Virtualization, Open Source, Data Integration, Operating Systems, VOD, Content Management, Middleware, Systems Management, Enterprise Social...
Education
Michigan State University - The Eli Broad College of Business 2002 — 2004
MBA, Finance and General Management
University of Michigan 1990 — 1994
BA, Kinesiology
Paul Vallone Paul Vallone's Montgomery & Co. Experience September 2003 - February 2006
Job Vice President, Business Planning and Development at Parker Hannifin
Industry Mechanical or Industrial Engineering
Experience
Parker Hannifin May 2015 - Present
URS Corporation September 2008 - January 2015
Sun Microsystems January 2008 - September 2008
Agilent Technologies March 2006 - January 2008
Montgomery & Co. September 2003 - February 2006
Cowen & Company July 2000 - April 2003
Prudential Securities March 1992 - July 2000
Skills
Due Diligence, Mergers & Acquisitions, Financial Modeling, Mergers, Valuation, Business Strategy, Private Equity, Venture Capital, Strategic Partnerships, Financial Analysis, Corporate Development, Restructuring, Finance, Start-ups, Operations Management, Management Consulting, Acquisition Integration, Divestitures, Cross-functional Team..., Executive Management, Investments, Strategic Planning, Analysis, Portfolio Management, Acquisitions, Management, New Business Development, Business Planning, Corporate Finance, Business Development, Project Planning, Integration, Risk Management, Business Valuation, Structured Finance, Equities
Education
Tulane University 1997 — 1999
MBA, Finance and Marketing
California State University-Chico 1987 — 1991
BS, Business Administration
Parker Hannifin May 2015 - Present
URS Corporation September 2008 - January 2015
Sun Microsystems January 2008 - September 2008
Agilent Technologies March 2006 - January 2008
Montgomery & Co. September 2003 - February 2006
Cowen & Company July 2000 - April 2003
Prudential Securities March 1992 - July 2000
Skills
Due Diligence, Mergers & Acquisitions, Financial Modeling, Mergers, Valuation, Business Strategy, Private Equity, Venture Capital, Strategic Partnerships, Financial Analysis, Corporate Development, Restructuring, Finance, Start-ups, Operations Management, Management Consulting, Acquisition Integration, Divestitures, Cross-functional Team..., Executive Management, Investments, Strategic Planning, Analysis, Portfolio Management, Acquisitions, Management, New Business Development, Business Planning, Corporate Finance, Business Development, Project Planning, Integration, Risk Management, Business Valuation, Structured Finance, Equities
Education
Tulane University 1997 — 1999
MBA, Finance and Marketing
California State University-Chico 1987 — 1991
BS, Business Administration
Dave Lin Dave Lin's Montgomery & Co. Experience June 2001 - May 2005
Job Venture Investor and Consultant
Industry Venture Capital & Private Equity
Experience
Lin Ventures April 2011 - Present
TicketMob August 2011 - July 2012
Maker Studios Inc November 2010 - June 2011
GRP Partners June 2009 - March 2011
Experian January 2006 - March 2009
PriceGrabber.com May 2005 - March 2009
Montgomery & Co. June 2001 - May 2005
Skills
E-commerce, Strategy, Entrepreneurship, Business Development, Online Marketing, Marketing Strategy, Start-ups, Strategic Partnerships, Online Advertising, Digital Media, Corporate Finance, Mergers & Acquisitions, Due Diligence, Valuation, Private Equity, Mobile Devices, Financial Modeling, Venture Capital, Corporate Development, Investments, Finance, Investment Banking, CRM, Business Planning, Analytics
Education
University of California, Los Angeles
Bachelors of Arts
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA)
Lin Ventures April 2011 - Present
TicketMob August 2011 - July 2012
Maker Studios Inc November 2010 - June 2011
GRP Partners June 2009 - March 2011
Experian January 2006 - March 2009
PriceGrabber.com May 2005 - March 2009
Montgomery & Co. June 2001 - May 2005
Skills
E-commerce, Strategy, Entrepreneurship, Business Development, Online Marketing, Marketing Strategy, Start-ups, Strategic Partnerships, Online Advertising, Digital Media, Corporate Finance, Mergers & Acquisitions, Due Diligence, Valuation, Private Equity, Mobile Devices, Financial Modeling, Venture Capital, Corporate Development, Investments, Finance, Investment Banking, CRM, Business Planning, Analytics
Education
University of California, Los Angeles
Bachelors of Arts
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA)
Alexander Niehenke Alexander Niehenke's Montgomery & Co. Experience June 2005 - November 2009
Job Principal at Scale Venture Partners
Industry Venture Capital & Private Equity
Experience
Scale Venture Partners January 2013 - Present
Crosslink Capital November 2009 - December 2012
Montgomery & Co. June 2005 - November 2009
Skills
Corporate Development, Capital Raising, Financial Analysis, Business Development, Strategic Planning, Advertising, Financial Technology, Venture Capital, Mergers, Valuation, Strategy, Investments, Private Equity, Mergers & Acquisitions, SaaS, Investment Banking, Financial Modeling, Portfolio Management, Digital Media, Mobile Devices, Entrepreneurship, Due Diligence, Start-ups, Product Management, Enterprise Software
Education
University of California, Berkeley 2000 — 2004
BS/BA, Business Administration & Legal Studies
Scale Venture Partners January 2013 - Present
Crosslink Capital November 2009 - December 2012
Montgomery & Co. June 2005 - November 2009
Skills
Corporate Development, Capital Raising, Financial Analysis, Business Development, Strategic Planning, Advertising, Financial Technology, Venture Capital, Mergers, Valuation, Strategy, Investments, Private Equity, Mergers & Acquisitions, SaaS, Investment Banking, Financial Modeling, Portfolio Management, Digital Media, Mobile Devices, Entrepreneurship, Due Diligence, Start-ups, Product Management, Enterprise Software
Education
University of California, Berkeley 2000 — 2004
BS/BA, Business Administration & Legal Studies
Kevin Covert Kevin Covert's Montgomery & Co. Experience November 1999 - August 2009
Job Managing Director at MESA Global
Industry Investment Banking
Experience
MESA Global October 2014 - Present
Covert & Co. September 2009 - October 2014
Montgomery & Co. November 1999 - August 2009
Credit Suisse March 1997 - November 1998
Salomon Brothers, Inc. (now Citigroup) July 1994 - March 1997
Skills
Venture Capital, Corporate Development, IPO, Mergers, Mergers & Acquisitions, Corporate Finance, Investment Banking, Start-ups, Finance, Buyouts, Equities
Education
Stanford University Graduate School of Business 1992 — 1994
MBA
California State Polytechnic University-Pomona 1982 — 1985
Bachelors Degree, Engineering
University of California, Irvine 1980 — 1982
Engineering
MESA Global October 2014 - Present
Covert & Co. September 2009 - October 2014
Montgomery & Co. November 1999 - August 2009
Credit Suisse March 1997 - November 1998
Salomon Brothers, Inc. (now Citigroup) July 1994 - March 1997
Skills
Venture Capital, Corporate Development, IPO, Mergers, Mergers & Acquisitions, Corporate Finance, Investment Banking, Start-ups, Finance, Buyouts, Equities
Education
Stanford University Graduate School of Business 1992 — 1994
MBA
California State Polytechnic University-Pomona 1982 — 1985
Bachelors Degree, Engineering
University of California, Irvine 1980 — 1982
Engineering
Catherine Calleja Catherine Calleja's Montgomery & Co. Experience January 2003 - April 2013
Job Executive Director at The Montgomery Summit
Industry Marketing and Advertising
Experience
The Montgomery Summit 2013 - Present
Independent Alpha Founders' Summit - Event CoordinatorThe Alpha ClubJune 2012 - Present
Montgomery & Co. January 2003 - April 2013
American Marketing Association 2007 - 2008
UCLA Orientation Program 1999 - 2002
Skills
Social Media, Event Management, Strategic Planning, Fundraising, Facebook, Marketing, Marketing Strategy, Market Research, Social Networking, Competitive Analysis, Salesforce.com, Event Planning, Department Budgeting, Website Development, CRM Integration, Database Administration, Relationship Marketing, Business Strategy, Advertising, Financial Analysis, Digital Media, CRM
Education
University of California, Los Angeles 1997 — 2002
Bachelor of Arts (B.A.)
Maranatha High School 1993 — 1997
Westminster Academy
The Montgomery Summit 2013 - Present
Independent Alpha Founders' Summit - Event CoordinatorThe Alpha ClubJune 2012 - Present
Montgomery & Co. January 2003 - April 2013
American Marketing Association 2007 - 2008
UCLA Orientation Program 1999 - 2002
Skills
Social Media, Event Management, Strategic Planning, Fundraising, Facebook, Marketing, Marketing Strategy, Market Research, Social Networking, Competitive Analysis, Salesforce.com, Event Planning, Department Budgeting, Website Development, CRM Integration, Database Administration, Relationship Marketing, Business Strategy, Advertising, Financial Analysis, Digital Media, CRM
Education
University of California, Los Angeles 1997 — 2002
Bachelor of Arts (B.A.)
Maranatha High School 1993 — 1997
Westminster Academy
Jason Tsai's Montgomery & Co. Experience June 2006 - December 2007
Job
Industry Semiconductors
Experience
Silicon Motion October 2008 - Present
Montgomery & Co. June 2006 - December 2007
ThinkEquity Partners February 2003 - November 2005
GoAmerica June 2001 - December 2001
C.E. Unterberg Towbin 2000 - 2001
SoundView Technology Group 1997 - 2000
Skills
Venture Capital, Financial Modeling, Equities, Market Research, Valuation, Investor Relations, Semiconductors, Wireless, Equity Research, Investments, Strategy, IPO, Start-ups, Business Strategy, Finance
Education
University of California, Berkeley 1990 — 1995
B.A.
Silicon Motion October 2008 - Present
Montgomery & Co. June 2006 - December 2007
ThinkEquity Partners February 2003 - November 2005
GoAmerica June 2001 - December 2001
C.E. Unterberg Towbin 2000 - 2001
SoundView Technology Group 1997 - 2000
Skills
Venture Capital, Financial Modeling, Equities, Market Research, Valuation, Investor Relations, Semiconductors, Wireless, Equity Research, Investments, Strategy, IPO, Start-ups, Business Strategy, Finance
Education
University of California, Berkeley 1990 — 1995
B.A.
Phillip Lehman's Montgomery & Co. Experience August 2008 - December 2011
Job Vice President at Aquilo Partners
Industry Banking
Experience
Aquilo Partners January 2012 - Present
Montgomery & Co. August 2008 - December 2011
Jefferies & Co July 2004 - August 2008
Medtronic June 2003 - September 2003
Education
Stanford University 2000 — 2004
B.S., Chemical Engineering
Aquilo Partners January 2012 - Present
Montgomery & Co. August 2008 - December 2011
Jefferies & Co July 2004 - August 2008
Medtronic June 2003 - September 2003
Education
Stanford University 2000 — 2004
B.S., Chemical Engineering
Chris Lapointe's Montgomery & Co. Experience 2006 - 2008
Job Vice President Investment Banking at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs 2015 - Present
Goldman Sachs 2012 - 2015
Goldman Sachs June 2011 - August 2011
Inverness Advisors 2009 - 2010
Montgomery & Co. 2006 - 2008
033 Asset Management 2005 - 2005
Skills
Business Strategy, Valuation, Investment Banking, Business Development, Financial Modeling, Corporate Finance, Mergers, Strategy, Due Diligence, Venture Capital, Mergers & Acquisitions, Private Equity
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2010 — 2012
MBA
Dartmouth College 2002 — 2006
BA, Mathematics & Economics
Goldman Sachs 2015 - Present
Goldman Sachs 2012 - 2015
Goldman Sachs June 2011 - August 2011
Inverness Advisors 2009 - 2010
Montgomery & Co. 2006 - 2008
033 Asset Management 2005 - 2005
Skills
Business Strategy, Valuation, Investment Banking, Business Development, Financial Modeling, Corporate Finance, Mergers, Strategy, Due Diligence, Venture Capital, Mergers & Acquisitions, Private Equity
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2010 — 2012
MBA
Dartmouth College 2002 — 2006
BA, Mathematics & Economics
Flora Li's Montgomery & Co. Experience August 2004 - August 2005
Job
Industry Investment Management
Experience
The World Bank Pension and Endowments July 2014 - Present
GIC Special Investments August 2007 - June 2014
Merrill Lynch August 2005 - August 2007
Montgomery & Co. August 2004 - August 2005
Skills
Valuation, Financial Modeling, Equities
Education
Peking University
B.A.
Stanford University
M.S.
The World Bank Pension and Endowments July 2014 - Present
GIC Special Investments August 2007 - June 2014
Merrill Lynch August 2005 - August 2007
Montgomery & Co. August 2004 - August 2005
Skills
Valuation, Financial Modeling, Equities
Education
Peking University
B.A.
Stanford University
M.S.
Derek Mattson's Montgomery & Co. Experience March 2008 - January 2009
Job Managing Director at Inverness Advisors, LLC
Industry Investment Banking
Experience
Inverness Advisors, LLC March 2009 - Present
Montgomery & Co. March 2008 - January 2009
FBR Capital Markets July 2004 - March 2008
Cowen & Co. December 1997 - March 2004
Allianz AG August 1994 - December 1996
Skills
Investment Banking, Mergers, Venture Capital, Private Placements, Capital Markets, Mergers & Acquisitions, Acquisitions, Financial Modeling, Due Diligence, Valuation, Management, Private Equity, Capital Raising, Start-ups, Financial Services
Education
University of California, Berkeley - Walter A. Haas School of Business 1993 — 1998
MBA
Inverness Advisors, LLC March 2009 - Present
Montgomery & Co. March 2008 - January 2009
FBR Capital Markets July 2004 - March 2008
Cowen & Co. December 1997 - March 2004
Allianz AG August 1994 - December 1996
Skills
Investment Banking, Mergers, Venture Capital, Private Placements, Capital Markets, Mergers & Acquisitions, Acquisitions, Financial Modeling, Due Diligence, Valuation, Management, Private Equity, Capital Raising, Start-ups, Financial Services
Education
University of California, Berkeley - Walter A. Haas School of Business 1993 — 1998
MBA
Crystal Sovay's Montgomery & Co. Experience January 2008 - August 2008
Job Bar Method Instructor
Industry Health, Wellness and Fitness
Experience
Bar Method LA June 2009 - Present
Touch February 2009 - February 2010
Montgomery & Co. January 2008 - August 2008
Hovde March 2006 - January 2008
Hovde Financial 2006 - 2008
Education
Kaplan University 2011 — 2012
Bachelors of Science, Nutrition Science
Santa Monica College 2008 — 2012
BS, Nutrition & Dietetics
Bar Method LA June 2009 - Present
Touch February 2009 - February 2010
Montgomery & Co. January 2008 - August 2008
Hovde March 2006 - January 2008
Hovde Financial 2006 - 2008
Education
Kaplan University 2011 — 2012
Bachelors of Science, Nutrition Science
Santa Monica College 2008 — 2012
BS, Nutrition & Dietetics
Evarist Byberi's Montgomery & Co. Experience 2008 - 2009
Job Natural Gas Strategist at LCM Commodities
Industry Financial Services
Experience
LCM Commodities 2015 - Present
Freepoint Commodities 2014 - 2015
Sasco Energy Partners 2012 - 2014
LCM Commodities 2012 - 2012
Societe Generale 2011 - 2012
RBS Sempra Commodities 2010 - 2011
Montgomery & Co. 2008 - 2009
Deutsche Bank 2007 - 2007
Skills
Investment Banking, Valuation, Financial Modeling, Trading, Asset Management, Commodity, Financial Analysis, Research, Commodities, Equities, Hedging, Options, Portfolio Management, Trading Systems, Quantitative Analysis, Natural Gas Trading, Derivatives, Bloomberg, Hedge Funds, Quantitative Finance, Alternative Investments, Commodity Markets, Proprietary Trading, Economics, Trading Strategies, Natural Gas, Energy Markets, Financial Risk, Risk Management
Education
Dartmouth College 2004 — 2008
B.A. High Honors, Mathematics and Economics
LCM Commodities 2015 - Present
Freepoint Commodities 2014 - 2015
Sasco Energy Partners 2012 - 2014
LCM Commodities 2012 - 2012
Societe Generale 2011 - 2012
RBS Sempra Commodities 2010 - 2011
Montgomery & Co. 2008 - 2009
Deutsche Bank 2007 - 2007
Skills
Investment Banking, Valuation, Financial Modeling, Trading, Asset Management, Commodity, Financial Analysis, Research, Commodities, Equities, Hedging, Options, Portfolio Management, Trading Systems, Quantitative Analysis, Natural Gas Trading, Derivatives, Bloomberg, Hedge Funds, Quantitative Finance, Alternative Investments, Commodity Markets, Proprietary Trading, Economics, Trading Strategies, Natural Gas, Energy Markets, Financial Risk, Risk Management
Education
Dartmouth College 2004 — 2008
B.A. High Honors, Mathematics and Economics
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