Investments
75Portfolio Exits
26Montgomery 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.
Montgomery Investments Activity
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 | Cornerstone Equity Investors, Hughes Investment, Undisclosed Investors, and WCAS | 1 |
2/1/1990 | Series C | Raytel Medical | $2.5M | No | Granite Ventures, Kingsbury Capital Partners, Peregrine, and Undisclosed Investors | 1 |
2/1/1990 | Series A | |||||
11/1/1989 | Series C |
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 | ||
Amount | $2.9M | $6.5M | $2.5M | ||
New? | Yes | Yes | No | ||
Co-Investors | Cornerstone Equity Investors, Hughes Investment, Undisclosed Investors, and WCAS | Granite Ventures, Kingsbury Capital Partners, Peregrine, and Undisclosed Investors | |||
Sources | 1 | 1 | 1 |
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 | |||
Date | 9/29/1997 | 11/30/1995 | 2/1/1995 | ||
|---|---|---|---|---|---|
Exit | Acquired | IPO | Acquired | ||
Companies | |||||
Valuation | |||||
Acquirer | Undisclosed Investors | ||||
Sources | 1 | 1 | 1 |
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 | Leveraged Buyout | 1 |
Date | 1/1/1981 |
|---|---|
Investment Stage | |
Companies | |
Valuation | |
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 | BTIG, Ellie Mae, and Offroad Capital | Chief Financial Officer | Former |
Kenneth Jones | Bunchball, Cisco, Five Across, Innovation Investments, Thomas Weisel Partners, and Beacon Consulting | 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 | BTIG, Ellie Mae, and Offroad Capital | Bunchball, Cisco, Five Across, Innovation Investments, Thomas Weisel Partners, and Beacon Consulting | 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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