Montgomery and Co. was founded in 1986 with a vision of providing strategic capital-formation advisory services to leading aerospace, defense and related technology companies.
By 1990, the firm expanded its strategic advisory services to include media and communications properties, and began advising major multi-national communications consortia on how to penetrate new markets via acquisition of enabling technology. In 1994, the firm formally entered the M&A services business, advising emerging growth companies on their sale or partnerships with major corporations.
Montgomery & Co. took advantage of the technology downturn and consolidation in the banking industry in 2000 to establish its reputation as the “go to” bank for growth companies that wished to evaluate their strategic options and raise capital. In doing so, Montgomery & Co. fulfilled its initial vision of providing a range of advisory services that encompassed M&A, private placements, comprehensive business-development analyses, and other value-added services.
In 2002 the firm was strengthened by investments from the world’s biggest bank, Mitsubishi UFJ, and West River Capital, of Seattle, WA. In 2003 the firm opened offices in Seattle, San Francisco and San Diego. At that time, the firm also significantly expanded its banking expertise within the healthcare and media industries, especially in the M&A practice.
In 2005, the firm was further strengthened by an investment from Tudor Investments which is the venture capital and private equity arm of Tudor Investment Corporation, an internationally recognized diversified investment management firm with $11.7 billion in assets.
| Company | Date | Round | Size | Participants |
| Vantage Media | 2/07 | Series A | $70M | 1 |
