Montminy & Co. is a boutique investment bank providing middle market clients with the highest level of strategic and financial advisory services. We serve as trusted advisors to companies, entrepreneurs, investors, boards, and families, delivering custom-tailored solutions in strategic and financial matters, including mergers & acquisitions. We are a privately-owned and operated firm, allowing us to deliver objective advice designed to maximize the goals that matter most—those of our clients.
Our firm was founded in 2009 by Joel Montminy and a group of professionals with a shared passion for building a different investment bank. After years of observing investment banking consolidation, market turmoil, and conflicted advice, we set out with a clear objective: provide trusted, forward-thinking solutions to meet the specialized needs of middle market growth companies. On that entrepreneurial ethos, we have been fortunate to have grown every year since inception.
Our veteran dealmakers have earned their stripes at some of the industry’s leading investment banks, private equity firms, consulting firms and C-suite operations. We bring that expertise to the middle market, where we leverage deep relationships and extensive experience by industry, domain and geography. We have built a reputation for unconventional thinking and a problem-solving approach in value creation transactions.
In 2020, our firm name shortened from “CREO | Montminy & Co.” to “Montminy & Co.”, reflecting our independence from the CREO Group and, in conjunction with our 10-year anniversary, a new direction. We believe our 30-year history as advisors, investors and operators provides us with unique insight on the challenges and opportunities faced in each sector we serve.
Based in Los Angeles, a global center of the middle market, we believe in the power of entrepreneurial capital and commerce to improve the world. We also believe in taking responsibility for the consequences of actions on society and the planet. We believe that if we love what we do, continually improve how we do it and trust in why we do it, then we will routinely achieve and exceed client expectations.
We manage each client engagement with the following tenets:
In our effort to maximize client outcomes, we have established proprietary strategic alliances with select investment banks around the world to extend our geographic reach, sector and product capabilities. This includes our U.S. co-exclusivity under Mergers Alliance, a global organization of leading independent investment banks. With direct access to over 400 deal professionals and support resources in 25 countries, Mergers Alliance, coupled with our other proprietary partnerships allow Montminy & Co. unique and timely access to counter parties, as well as local cultural, political, regulatory, and tax guidance.
We know what it means to take entrepreneurial and capital risk. The ability to acutely understand both the investor and principal mindset makes us uniquely positioned to provide the best possible guidance. Unlike other advisory firms, our professionals have deployed billions of equity capital on behalf of institutional investors into consumer, food, lodging & leisure and technology. As professional advisors today we occasionally review opportunities into which we can invest or co-invest in private companies where we see the opportunity to add value. Any Montminy & Co. affiliate investments involve separate management, independent review and decision making and regulatory compliance.
We believe in a culture of commitment to operate in our communities with the utmost integrity and social responsibility. Alongside the launch of Montminy & Co., we created the Montminy Foundation with the stated mission to provide support to a charitable or community-minded group committed to making a positive difference in the communities we serve. Montminy & Co. contributes a portion of its net profits to the foundation. Additionally, our firm and its professionals embrace a variety of health/wellness and active lifestyle events throughout our community. We are proud to participate wherever we can towards our greater community good.