Insights

Growth Focus Targets expansion and high-growth media, internet, and technology sector companies; potential cross-sell of M&A advisory and private placement to fast-scaling firms seeking strategic exits or capital raises.

Global Reach Positioned as a bank of choice for growth companies globally; leverage international relationships to support cross-border M&A and financing for clients with multinational expansion plans.

Financial Capacity Revenue in the mid-range of the market and mid-sized firm profile suggests opportunity to offer structured financing, private placements, and capital advisory to mid-market tech-enabled companies seeking growth funding.

Industry Expertise Specialization in media, internet, and technology provides a differentiated value proposition; prospectively engage potential clients through targeted executive networking and thought leadership in those sectors.

Client Services Emphasis on in-depth industry knowledge and relationships; upsell value-add services such as advisory for strategic partnerships, equity financing, and sell-side/buy-side mandates to existing growth-stage clients.

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Montgomery & Co., LLC Tech Stack

Montgomery & Co., LLC uses 1 technology products and services including GoDaddy, and more. Explore Montgomery & Co., LLC's tech stack below.

  • GoDaddy
    Web Hosting

Montgomery & Co., LLC's Email Address Formats

Montgomery & Co., LLC uses at least 3 email formats:
Montgomery & Co., LLC Email FormatsExamplePercentage
FLast@monty.comJDoe@monty.com
75%
First@monty.comJohn@monty.com
23%
FirstLast@monty.comJohnDoe@monty.com
2%

Frequently Asked Questions

What is Montgomery & Co., LLC's phone number?

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You can contact Montgomery & Co., LLC's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Montgomery & Co., LLC's official website and social media links?

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Montgomery & Co., LLC's official website is monty.com and has social profiles on LinkedIn.

How much revenue does Montgomery & Co., LLC generate?

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As of September 2026, Montgomery & Co., LLC's annual revenue is estimated to be $25M - $50M.

What is Montgomery & Co., LLC's SIC code and NAICS code?

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Montgomery & Co., LLC's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies and NAICS code is 52 - Finance and Insurance.

How many employees does Montgomery & Co., LLC have currently?

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As of September 2026, Montgomery & Co., LLC has approximately 69 employees across 2 continents, including North America and Oceania. Key team members include Chief Executive Officer: J. M., Owner And Transcriptionist: J. C. and Owner: M. B. Explore Montgomery & Co., LLC's employee directory with LeadIQ.

What industry does Montgomery & Co., LLC belong to?

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Montgomery & Co., LLC operates in the Financial Services industry.

What technology does Montgomery & Co., LLC use?

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Montgomery & Co., LLC's tech stack includes GoDaddy.

What is Montgomery & Co., LLC's email format?

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Montgomery & Co., LLC's email format typically follows the pattern of FLast@monty.com. Find more Montgomery & Co., LLC email formats with LeadIQ.

When was Montgomery & Co., LLC founded?

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Montgomery & Co., LLC was founded in 1986.
Montgomery & Co., LLC logo

Montgomery & Co., LLC

Financial ServicesCalifornia, United States51-200 Employees

Montgomery & Co., LLC is a financial services firm founded in 1986 that specializes in merger and acquisition advisory and private placement services for growth-oriented companies. The firm concentrates on media, internet, and technology sectors, aiming to support clients through in-depth industry knowledge, financial acumen, and access to key relationships with a high level of client service. Based in Santa Monica, California, the company positions itself as a trusted partner for growth companies operating in dynamic, converging sectors, offering guidance through complex transactions and strategic capital opportunities. The firm serves clients globally and emphasizes sector expertise, relationship networks, and a commitment to attentive service as core elements of its value proposition.

Section iconCompany Overview

Phone number
Website
monty.com
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52 - Finance and Insurance
Founded
1986
Employees
51-200

Section iconFunding & Financials

  • $25M - $50M

    Montgomery & Co., LLC's revenue is estimated to be in the range of $25M - $50M

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