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Investment Bank
FINANCE | Investment Banking

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Investments

75

Portfolio Exits

26

About Montgomery

Montgomery is an investment bank based out of San Francisco, California.

Montgomery Headquarter Location

600 Montgomery Street

San Francisco, California, 94111,

United States

(415)627-2000

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Montgomery Investments

75 Investments

Montgomery has made 75 investments. Their latest investment was in Disposal Sciences as part of their Series A on July 7, 1990.

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Montgomery Investments Activity

investments chart

Date

Round

Company

Amount

New?

Co-Investors

Sources

7/1/1990

Series A

Disposal Sciences

$2.9M

Yes

1

5/1/1990

Growth Equity

Trinet America

$6.5M

Yes

1

2/1/1990

Series C

Raytel Medical

$2.5M

No

1

2/1/1990

Series A

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$99M

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10

11/1/1989

Series C

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$99M

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10

Date

7/1/1990

5/1/1990

2/1/1990

2/1/1990

11/1/1989

Round

Series A

Growth Equity

Series C

Series A

Series C

Company

Disposal Sciences

Trinet America

Raytel Medical

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Amount

$2.9M

$6.5M

$2.5M

$99M

$99M

New?

Yes

Yes

No

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Co-Investors

Sources

1

1

1

10

10

Montgomery Portfolio Exits

26 Portfolio Exits

Montgomery has 26 portfolio exits. Their latest portfolio exit was Purification Engineering on September 29, 1997.

Date

Exit

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Acquirer

Sources

9/29/1997

Acquired

Undisclosed Investors

1

11/30/1995

IPO

1

2/1/1995

Acquired

1

12/20/1994

Acquired

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10

5/26/1994

IPO

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10

Date

9/29/1997

11/30/1995

2/1/1995

12/20/1994

5/26/1994

Exit

Acquired

IPO

Acquired

Acquired

IPO

Companies

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Valuation

Acquirer

Undisclosed Investors

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Sources

1

1

1

10

10

Montgomery Acquisitions

1 Acquisition

Montgomery acquired 1 company. Their latest acquisition was Mental Health Management on January 01, 1981.

Date

Investment Stage

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Total Funding

Note

Sources

1/1/1981

$99M

Leveraged Buyout

1

Date

1/1/1981

Investment Stage

Companies

Valuation

$99M

Total Funding

Note

Leveraged Buyout

Sources

1

Montgomery Team

18 Team Members

Montgomery has 18 team members, including former Chief Financial Officer, Bernie Notas.

Name

Work History

Title

Status

Michael Montgomery

Founder

Current

Bernie Notas

Chief Financial Officer

Former

Kenneth Jones

Chief Administrative Officer

Former

Bob Cockrell

Brown Smith Wallace, and Arthur Andersen

Senior Vice President

Former

Michael T. Moe

ThinkEquity, Merrill, and Lehman Brothers

Senior Managing Director

Former

Name

Michael Montgomery

Bernie Notas

Kenneth Jones

Bob Cockrell

Michael T. Moe

Work History

Brown Smith Wallace, and Arthur Andersen

ThinkEquity, Merrill, and Lehman Brothers

Title

Founder

Chief Financial Officer

Chief Administrative Officer

Senior Vice President

Senior Managing Director

Status

Current

Former

Former

Former

Former

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