Boutique scale Montgomery and Company is a small real estate firm with a lean team, suggesting a potential need for scalable sales, CRM, and marketing automation to maximize efficiency and client reach.

Tech stack Their technology stack relies on WordPress, MySQL and basic marketing tools like Mailchimp, indicating openness to cost-effective digital marketing, CRM integrations, and website optimization services.

Revenue signal Reported annual revenue in the low single-digit millions plus a small headcount implies growth opportunities through advisory, capital raising, or strategic partnerships targeting mid-market real estate clients.

Market positioning Listed among large investment banks as comparables suggests Montgomery and Company operates in a competitive real estate or advisory space; position growth services tailored to real estate developers, funds and mid-market transactions.

Growth opportunities With a minimal team footprint and digital-first capabilities, there is potential to upsell consulting services around branding, lead generation, SEO optimization, and client onboarding improvements to attract more deals and scale.