Entrepreneurial, Innovative, Experienced.
Providing financial and strategic advice to emerging growth companies.
Welcome to Montgomery Securities
Montgomery Securities is a boutique West Coast investment bank and asset management firm dedicated to guiding our clients through complex financial landscapes. We specialize in connecting high-growth companies with institutional and sophisticated investors, offering strategic advisory and bespoke capital markets solutions.
Rooted in the entrepreneurial spirit of the West Coast, we stand apart by delivering agile execution, aligned partnerships, and a deep commitment to long-term value creation for our clients.
Whether you're raising capital, seeking strategic advice, or looking to allocate capital into differentiated opportunities, Montgomery Securities represents the other street - where innovation meets execution.
Our Services
Montgomery Securities is a boutique Investment Banking and Asset Management firm with a singular mission: to bridge innovation and capital. Our Investment Banking practice provides strategic and financial insight to founders and executives at critical inflection points. We advise on Capital Formation, M&A, Private placements, and Structured Liquidity Events - offering Equity, Debt, and Convertible Securities through Private Markets.
Our Asset Management arm offers Alternative Investment strategies designed to capture illiquidity premium and deliver long-term, risk-adjusted returns. Leveraging deep industry relationships and sector knowledge, we focus on sectors such as Financial Technology, Capital Markets, AI & Automation, Aerospace & Defense, and Healthcare. Driven by independence, conviction, and long-term partnership, we are committed to creating lasting value for our clients.