Montgomery & Co., LLC

Montgomery & Co. is a strategic advisory firm specializing in technology investment banking, aimed at nurturing innovation within the tech sector through high-profile events and strategic partnerships. Montgomery & Co. focuses on investment banking and advisory services specifically for technology companies.

The firm is headquartered in Santa Monica, US. In April 2013, it exited the investment banking and advisory business. The most recent funding round was a Series C round led by Maverick Ventures, raising a total amount of USD 50. 00 mn.

The firm has successfully executed a total of 3 deals. The Montgomery Summit, presented by March Capital, is a prominent technology conference designed to foster innovation and connect high-value decision-makers in the tech industry. The conference features a curated program that includes keynote speeches from industry leaders, panel discussions, and one-on-one meetings tailored to facilitate networking among entrepreneurs, investors, and executives. Its programming highlights over 100 carefully selected private growth companies, showcasing their innovations and contributions to the technology landscape.

The Summit is exclusively invitation-only, allowing participation from a select community of influential individuals, thereby enhancing the quality of interactions and business relationships formed during the event. The conference primarily serves attendees from North America, Europe, and Asia, drawing a diverse international audience dedicated to advancing technology and business innovation. The revenue model for The Montgomery Summit is structured around registration fees for attendees, corporate sponsorships, and partnerships with presenting companies. Clients typically engage by purchasing tickets to attend the event, which grants them access to exclusive networking opportunities and sessions featuring industry luminaries.

Sponsorship packages are available for companies seeking to elevate their visibility during the Summit, often including promotional opportunities and enhanced engagement with participants. Although specific pricing details for registration and sponsorship packages are not stated, the event is positioned as a premium offering within the technology conference space, appealing to a select group of investors and executives. The Montgomery Summit aims to deliver high-value content and connections, fostering an environment conducive to significant business transactions and collaborations. Moving forward, Montgomery & Co.

is exploring new opportunities beyond the investment banking sector, focusing on expanding its conference offerings and enhancing its platform for connecting innovators with investors. The firm aims to launch additional events targeting specific sectors of the technology market by the end of 2014. The recent funding from the Series C round will be utilized to support these initiatives, including the development of new products and the expansion of its reach into new geographic regions, enhancing its engagement with a broader audience.