Growth Focus Target financial services firms specializing in mergers and acquisitions for growth companies, leveraging Montgomery & Co.’s sector focus on media, internet and technology to position complementary advisory services and cross-sell private placements.

Regional Presence Explore partnerships or client referrals with peers or firms in California and global growth markets to expand Montgomery & Co.’s geographic footprint, using their Santa Monica base as a hub for West Coast M&A activity.

Tech Expertise Position Montgomery & Co. as a specialist advisor for tech-enabled media and internet companies seeking growth financings, leveraging their industry knowledge and relationships to win mandates in late-stage equity or debt placements.

SME Client Target Identify mid-market growth companies with upcoming liquidity events or strategic acquisitions in media and tech sectors as potential clients for M&A advisory and private placement services.

Brand & Network Leverage Montgomery & Co.’s established reputation and client-centric service to create co-marketing or introduction programs with complementary financial services firms to generate deal flow and new engagements.