Montgomery Securities is an independent investment bank, providing unconflicted financial and strategic advice with an exceptional focus on small and emerging growth companies. We are built upon a culture of teamwork, competitiveness, and passion to make a difference. Our people are committed, dedicated and responsive to do whatever it takes to serve the needs of our clients.

By implementing a strategy of focus and specialization on corporate finance with a simple, entrepreneurial, technology enabled business model, Montgomery is uniquely positioned among investment banks. Our clients benefit from the innovation and creativity of our independent investment banking operations. We are proud to represent the other street, the West Coast embodying the entrepreneurial spirit of the San Francisco Bay Area.

We specialize in the financial services, technology, healthcare and consumer retail sectors. In addition to raising capital for corporate clients in both private and public markets, we also advise on mergers and acquisitions and other strategic matters.