Experience and Capabilities
That Put Clients First
We know our greatest assets are our people and our reputation and we guard it carefully. We enjoy a
strong esprit de corps—fostering teamwork, collaboration and entrepreneurship. Unlike some of our
peers focused on a quick or one size fits all solution, our professionals have extensive advisory,
investment and operating backgrounds which we leverage for thoughtful, highly-bespoke solutions. As
opposed to the leverage model used by many firms, we commit the full resources of the firm including
senior professional skill and attention to manage the entirety of every engagement. Coupled with our
core tenets of trust, integrity and unconventional thinking—the outcome are exceptional results for
Yao Lu has eight years of investment banking, asset management, and private equity experience.
Mr. Lu serves as an industry generalist focusing on research, macro and micro analysis, as well
as supports firm marketing activities. Most recently, he was a Vice President at Capital Stone
Holdings, a privately-held international private investment firm focusing on venture capital,
buyouts, and real estate related asset management headquartered in Los Angeles. While at Capital
Stone, Mr. Lu focused on fund raising and M&A transactions in the real estate and food
industries. Preceding his time at Capital Stone, Mr. Lu was an associate at Ping An Trust Co.,
Ltd., where his group provided private wealth management and asset management services to
institutional clients. A citizen of both China and Canada, Mr. Lu graduated from the University
of Toronto with a Bachelor of Science in Actuarial Science and Economics.
Kenneth R. Pierce
Mr. Pierce is the CEO of Lockton Capital Markets, the investment bank subsidiary of Lockton
Companies (“Lockton”). Lockton is the largest privately-owned insurance broker in the world,
with 110 offices and over 7,000 professionals. Mr. Pierce has over 30 years of experience as
lead structurer, investment banker, attorney and business leader in the insurance, reinsurance
and structured finance industries. He was previously a co-founder of a successful privately-held
insurance business that sold for a significant MOIC. Prior to that, he was Co-Head of Morgan
Stanley’s Reinsurance Solutions Group. Mr. Pierce began he career as a lawyer and was Partner &
Global Head of Mayer Brown's Insurance Industry Group. He received his A.B. from Brown
University and J.D. from Harvard Law School. Mr. Pierce is registered with FINRA and holds the
Series 24, 7, 79 and 63 licenses.
Mr. Almoayed is a renowned business and civic leader in the Middle East based in the Kingdom of
Bahrain. He is a Managing Director for Khalid Almoayed & Sons, a multi-generational family-owned
holding company that has helped develop and deploy dozens of western business concepts in both
Bahrain and throughout Middle East. Mr. Almoayed’s broad industry experience ranges from
technology, transportation, hospitality, lodging and leisure, among others. Prior to his family
business he worked at both IBM and with Apple. Mr. Almoayed has served as Chairman of the Gulf
Tourism Association, Chairman of the Travel Association of Bahrain, as well as on the Board of
Directors of the Tourism Authority and YPO. Mr. Almoayed graduated from Gettysburg College with
a Bachelor’s Degree in Politics and Economics of International Business, and holds a Master’s
Degree in International Political Economy from the University of Birmingham.
Mr. Randeree is a London-based philanthropist and experienced entrepreneur with extensive
international background in commercial real estate, venture capital and investment banking. Mr.
Randeree has served on the UK Government’s Asia Task Force and the Ethnic Minority Business Task
Force. He is the ex-Chairman of EIIB Bank plc and founding director of IBB Bank plc. Currently,
Mr. Randeree is the Chairman of DCD London & Mutual plc., Deputy Chairman of Al Baraka Bank
South Africa and Chair of Governors of the Westminster Academy. As a philanthropist, Mr.
Randeree has been awarded as Commander of the Most Excellent Order of the British Empire (CBE)
for his outstanding services to business, education and charitable causes. He continues his
charitable efforts as the Chancellor of the University of East London and as a Council Member
Trustee of the Prince’s Trust and Chair of Mosaic, founded by HRH Prince of Wales. Mr. Randeree
is also an active member of YPO having served on its Board of Directors. He graduated from
Kingston University with a Bachelor’s Degree in Accounting and Finance, and received his MBA
from Schiller International University London.
Mr. Weiss is the founder of several private equity, hedge fund and venture capital firms
managing nearly $1 billion of institutional and high net worth client assets. Prior to his fund
management career, Mr. Weiss was the CEO of Aldabra 2 Acquisition Corp., a blank check company
which raised $414 million of gross proceeds in its 2007 IPO. In 2008, Mr. Weiss became a
director of Boise Inc. (NYSE: BZ) when Aldabra 2 acquired the paper and packaging assets of
Boise Cascade LLC in a transaction valued at approximately $1.6 billion. Mr. Weiss served as a
director through 2013 when Boise was sold to Packaging Corporation of America in a transaction
valued at approximately $2 billion. Prior to that, Mr. Weiss was the CEO of Aldabra Acquisition
Corporation, a blank check company which raised $55.2 million of gross proceeds in its 2004 IPO.
In 2006, Aldabra merged with Great Lakes Dredge & Dock Corporation (NASDAQ: GLDD), the largest
provider of dredging services in North America, in a transaction valued at more than $400
million. Mr. Weiss serves as a director of Great Lakes. Previously, Mr. Weiss served as CEO of
PaperExchange.com Inc. and COO of e-STEEL LLC, both Internet-based business-to-business
exchanges, and the Managing Member of American Classic Sanitation LLC, a temporary site services
business focused on the construction and special event industries.
Mr. Weiss received his JD degree, cum laude, from Harvard Law School, and graduated with highest
distinction and honors in economics from the University of Michigan. Mr. Weiss previously served
as Vice Chairman of the Humane Society of the United States ("HSUS"), the largest animal
protection organization in the world. He is the Chairman of HSUS' Investment and Pension Trust
Committee (which has more than $200 million of assets), the Chairman of HSUS' Risk Management
Committee, and he serves on HSUS' Executive Committee. He is an active member of YPO.
Mr. Chesler joins Montminy & Co. as a Senior Advisor with over 25 years of experience as an
investor and advisor focused on diversified industrial, infrastructure, energy and related
sectors. Previously, Mr. Chesler was a Managing Director for the GFI Energy Group of Oaktree
Capital Management, a series of ~$1 billion private equity funds, where he leveraged his
industry knowledge and extensive sector relationships to identify and execute investment
opportunities in the utility, energy and industrial sectors. Prior to joining Oaktree, Mr.
Chesler was an investment banker for twelve years, most recently as a Managing Director at
Credit Suisse, in the industrials group where he was responsible for the firm's industrial
services and engineering & construction investment banking practice. He served a similar
leadership role at Lehman Brothers as a Vice President. Prior to investment banking, Mr. Chesler
was a Manager with Price Waterhouse in their restructuring, turnaround and interim management
Mr. Chesler also serves as a Senior Advisor to APH Holdings, a minority-owned private investment
firm and serves on the board of Odin Construction Solutions, leading self-performing
environmental remediation and geotechnical construction company. He previously served on the
boards of several industrial companies including Infrastructure & Energy Alternatives, the
largest erector of renewable wind projects, Contact Land Staff, a leading right of way
acquisition and management firm, and RECON, a leading environmental and geotechnical services
provider. Mr. Chesler received a B.A. degree in Economics from Pomona College and earned his
M.B.A from the UCLA Anderson School of Business.
President & CEO
Mr. Montminy founded and leads our firm, spearheading its client assignments and operations
across the globe. For over 25 years, he has led professional service firms and initiated
cross-border and domestic mergers and acquisitions, leveraged and management buyouts, and
private placements of equity securities, restructurings, business valuations, fairness opinions
and strategic advisory assignments. He has advised founders, CEOs and boards of both private and
public companies, in a wide range of industries including food and beverage, consumer products,
retail, hospitality & leisure, business services, technology and entertainment. Mr. Montminy has
personally originated, led and closed over $6 billion of middle market transaction volume,
including nearly $2 billion in cross-border transactions in over 30 countries. He has led
Montminy & Co.'s most notable transactions, setting many market peak values for sell-side
Prior to forming Montminy & Co., Mr. Montminy was a Managing Director of Los-Angeles-based
investment bank Greif & Co., leading a broad range of middle market transactions and co-managing
the firm’s growth with its founder. He was previously the Director of Business Development for
multinational law firm Arter & Hadden, LLP and served as the youngest member of the firm's
Management Committee, helping double the firm to nearly 500 professionals in less than five
years. Mr. Montminy holds an M.B.A. from the University of Southern California, attended Case
Western Reserve School of Law and holds a B.A. Summa Cum Laude from Mercyhurst University, where
he was an Academic All-American in ice hockey. Mr. Montminy is registered with FINRA and holds
the Series 24, 7, 79 and 63 licenses. A citizen of both the United States and Canada, he has
visited over 50 countries.
Mr. Montminy believes in professional and community involvement, serving on several for-profit
and nonprofit boards. He supports charitable organizations related to arts, entrepreneurship,
education, the environment and medical research. He is an active member of YPO, the world’s
leading organization of CEO’s, serving on its global Board of Directors from 2017–2020 and has
chaired various of its regional and global committees. Mr. Montminy is regularly quoted by
financial and trade media, and serves as a guest resource at business associations, educational
institutions, NGO’s and industry conferences. He has received numerous professional accolades,
Distinguished Alumni Award - Mercyhurst University, 2020
“500 Most Influential People in Los Angeles” - Los Angeles Business Journal, 2019,
“L.A.’s Most Influential Investment Bankers” - Los Angeles Business Journal, 2018,
“Investment Banker of the Year” and “M&A Deal of the Year”, and seven sector specific awards
- The M&A Advisor, 2005, 2011, 2014 – 2018
“Winner 40 Under 40, West Region” - The M&A Advisor, 2012
“Best of the Best” - YPO, 2011, 2012
Managing Director & COO
Mr. Allan has nearly 30 years of diversified investment banking and asset
management experience. He oversees operations at the firm and is responsible for institutional
relationships and strategic alliances. Prior to Montminy & Co., Mr. Allan was the President of
Angeles Investment Company, LLC, a privately held company that provided advisory services.
Previously, Mr. Allan served in senior leadership positions in banking and industry with
Cargill, Lehman Bros, Goldman Sachs and Jefferies. Mr. Allan led the MBO of Cargill Investor
Services and founded and launched Goals Soccer Centers in the United States. Mr. Allan began his
career in his hometown Edinburgh with the asset manager, Ivory and Sime, following his
graduation with a degree in accounting. Mr. Allan is registered with FINRA and holds the Series
7, 24, 63 and 79 licenses and is currently a director of the Rose Bowl Legacy Foundation
Advisory Board and a member of Foothill Family Services Board of Directors.
Sam Bakhshandehpour is the CEO & Managing Partner of Silverstone, a vertically integrated,
global hospitality and lifestyle investment platform, delivering distinctive consumer
experiences to activate real estate. Silverstone focuses on hotels, restaurants, entertainment,
co-working, health & wellness and specialty retail companies. Sam also co-founded and is a
Principal of Cultivate Hospitality Group, a full-service food & beverage management and
consulting firm that connects real estate developers with industry-leading chefs and
Previously, Sam served as President, Chief Executive Officer and Board Member of sbe
Entertainment, a Colony Capital portfolio company, where he was responsible for the Company's
global strategic growth and all operations across the Hotel, Restaurant and Entertainment
Divisions, which employed over 6,000 team members and had a global pipeline of over 4,000 hotel
and residential keys across 10 hotel properties and 70 restaurant and entertainment venues.
Sam was recruited to sbe with an extensive track record as a 15-year veteran of Wall Street,
spending over 12 years with J.P. Morgan Securities as the Head of Real Estate & Lodging
Investment Banking practice on the West Coast and the Gaming Investment Banking practice
globally focused on mergers & acquisitions and capital raising. Sam began his career as a
Financial Analyst with Deutsche Bank (formerly Alex. Brown & Sons) based out of New York and
Sam holds a Bachelor of Science degree in Business Administration from Georgetown University’s
McDonough School of Business. He currently serves on the board of The New Home Company (NYSE:
NWHM), and is a trustee of Georgetown University's McDonough School of Business, and Carlthorp
School. He is a founding member of the Georgetown Wall Street Alliance West, and is a Senior
Advisor to Montminy & Co., FINRA-registered (series 7, 24, 63). Sam is also an active member of
the Bel Air Chapter of the Young Presidents Organization.
Mr. Bratter has over 23 years of diversified financial experience in the areas of investment
banking and commercial banking. He has completed a wide variety of corporate finance
transactions including cross-border and domestic mergers and acquisitions, leveraged and
management buyouts, underwriting initial and secondary public offerings, private placements of
debt and equity securities. Prior to joining Montminy & Co., Mr. Bratter founded Bratter
LLC - an advisory firm providing financial market expertise to middle-market growth companies.
Previously, Mr. Bratter was a Senior Vice President with Greif & Co., where he was involved in
many of the firms' most notable transactions. Prior to that, he was Vice President in the
Corporate Finance Group with Van Kasper & Co., and Vice President with Bank of California in the
Commercial Lending Group. Mr. Bratter holds an M.B.A. from the University of Southern California
where he graduated with Phi Kappa Phi and Beta Gamma Sigma business honors and a B.S. in Finance
from San Diego State University. Mr. Bratter is registered with FINRA and holds the Series 62,
79 and 63 licenses.
Mr. Ghoreichi has over 20 years of experience in helping individuals, organizations
and businesses in the sports industry, among others. His expertise includes revenue
maximization, improve strategy, proper governance, investment decisions, and address commercial,
regulatory, organizational and structural matters. As Managing Director of Globus Sports
Advisors LLC, Mr. Ghoreichi’s clients include professional soccer clubs, institutional and high
net worth investors, and commercial partners. Mr. Ghoreichi holds a Bachelor of Arts Degree in
Political Science and History from the University of California, Los Angeles and a Juris Doctor
from Whittier Law School.
Mr. Koenig has over 25-years of diverse financial services experience in the areas of corporate
banking; leverage finance; subordinated debt financing; equipment leasing; commercial real
estate finance; and both primary and secondary loan syndications and trading. Mr. Koenig has
completed over $1.5 billion in both senior and subordinated debt/lease transactions encompassing
management led buyouts; M&A; international financings; complex commercial real estate; and
various structured debt transactions. Before joining Montminy & Co., Mr. Koenig was the CEO and
of Northwest Bank where he was responsible for leading the growth and setting the strategic
direction of a 3-state, privately owned $500 million asset sized bank. Previously, Mr. Koenig
was an Executive Vice President with Western Alliance Bank (NYSE: WAL) in Phoenix, Arizona where
he managed various specialty banking groups including corporate finance, leverage finance,
equipment leasing, municipal finance, resort finance, and the Bank’s equity investments in
several SBIC funds. Prior to WAL, he was a SVP/Manager of Comerica Bank’s Arizona based Middle
Market Banking Group. Prior to Comerica, Mr. Koenig was a Strategy Consultant with Anderson
Consulting in Los Angeles where he advised clients on various aspects of brand strategy,
efficiency enhancement, and value creation through EVA frameworks. Prior to Anderson, he was
employed as a Vice President in the Real Estate Industries Division of City National Bank (CNB)
in Los Angeles where he was responsible for financing numerous large construction projects and
established the bank’s real estate mezzanine finance program. Prior to CNB, Mr. Koenig was
employed with both Weyerhaeuser Reality Ventures and with Home Capital Development Group where
he was a financial analyst in their respective real estate private equity groups, responsible
for analyzing the viability of both new commercial and subdivision development projects. Mr.
Koenig holds an MBA in Corporate Finance from the University of Southern California where he
graduated with Beta Gamma Sigma Honors and a B.A. in Economics from San Diego State University.
He serves on the board of Alliance of M&A Professionals, Phoenix Chapter.
Mr. Koenig is registered with FINRA and holds the Series 63 and 79 licenses.
Mr. Laver has over 30 years of real estate development, operations, sales and
investments for some of North America’s premier companies. He was a national Partner of Trammell
Crow Company in the early 1990s, Chief Operating Officer of Brookfield Properties, and the first
President of its facilities management business (now BrookfieldGIS). Mr. Laver was also Chief
Operating Officer and a founding Partner of Bentall Capital (now Bentall Kennedy). Since 2004,
Mr. Laver has operated and led several companies in the lifestyle real estate sector. He was
President of Intrawest's luxury residence club division, where he developed and sold successful
resort projects in California, Colorado, and Canada. Mr. Laver was also President of the global
sales and marketing firm Playground, where his teams sold over $4 billion of real estate in 15
countries. In 2009 he co-founded Forte International, a lifestyle real estate marketing/sales
company that he continues to advise. In 2010 he became an owner of Sotheby's International
Realty Canada, building it into the largest franchise for that brand prior to selling the
business in 2014. Mr. Laver was educated at Principia College and Harvard Business School, and
is an active participant and speaker at real estate industry associations in the US and Canada.
Mr. Laver is registered with FINRA and holds the Series 63 and 79 licenses.
Mr. McCracken has nearly 30 years of experience and relationships as a business
operator, consultant, investment banker and venture capitalist. He leads the firm’s Media &
Entertainment sector focus. Prior to joining Montminy & Co. he was the General Partner of MCM
Partners, a boutique strategic advisory firm focused on early-stage, high-growth companies
across multiple industries specializing in entertainment, digital media and e-commerce. Mr.
McCracken has successfully advised major networks, preeminent talent management firms, film and
television conglomerates, Hollywood based editorial and production companies, lifestyle TV
properties, as well as environmental consulting and design firms. In his capacity at MCM, he
also served as the executive coach and thought-partner to over 75 CEO's, Senior Partners and
studio heads across dozens of organizations including TV & film studios, production companies,
talent management agencies, digital media start-ups and Fortune 500 consulting firms.
Mr. McCracken has also served as CEO, COO and CFO in several companies, including a start-up
college campus-based experiential marketing company, a digital entertainment start-up focused on
producing premium mobile content for the millennial audience, and a leading health and wellness
supplement retail and e-commerce company. Previously, Mr. McCracken was President & COO of UGO
Entertainment, a leading online lifestyle property which he sold to Hearst Corporation in 2007.
During his career at UGO, Mr. McCracken successfully managed the operational integration of over
7 sizeable acquisitions made by the Company and raised over $102 million in 13 financings and
two recapitalizations over an 11-year period. Prior to UGO Entertainment, Mr. McCracken worked
as an Associate in the Investment Banking divisions of Donaldson, Lufkin & Jenrette (DLJ) in Los
Angeles and Salomon Brothers on Wall Street, advising public and private companies on M&A, debt
and equity capital raising and corporate restructurings. Additionally, he participated in
various principal investments made by DLJ’s venture capital division, GRP Partners (renamed
Upfront Ventures), as well as DLJ’s Merchant Banking Group in the media, technology, retail and
healthcare verticals. As an Analyst at Salomon Brothers, he worked on the Equity Capital Markets
desk advising companies on initial and secondary public market offerings. Prior to joining
Salomon Brothers, Mr. McCracken served as the Director of Business Development at Intel Japan in
Tsukuba, Japan, reporting to the President.
Mr. McCracken received his Bachelors in Foreign Service with Honors in International Business
Diplomacy and Japanese language proficiency from Georgetown University. Mr. McCracken was an
All-American track athlete and the recipient of the School of Foreign Service Scholar-Athlete
Award. He received his Masters in Business Administration from Harvard. Mr. McCracken is a
member of the Loyola High School Board of Trustees in Los Angeles. He is registered with FINRA
and holds the Series 63 and 79 licenses.
Mr. Riggins has over 30 years of experience in a variety of corporate finance
activities including financial management, cross-border and domestic mergers and acquisitions,
valuation, turnarounds, strategic planning, business process design and business combinations.
Prior to Montminy & Co., Mr. Riggins was Director of Client Services at the Corum Group and
the completion of over $600 million in sell-side transactions for 20 clients in the software and
IT Services industries. Previously, Mr. Riggins held senior leadership roles in three
entrepreneurial companies, for which he raised capital, helped grow, and eventually led
successful exits. Prior to that, Mr. Riggins spent 10 years at the ParaMarketing Group, a
business strategy and marketing consultancy that helps clients develop go-to-market strategies
for new products, service offerings and process redesigns where his clients included Adobe, IBM,
Hitachi Data Systems, Cisco, Docent, Segate and Adaptec. Mr. Riggins started his career as an
audit partner at KPMG Peat Marwick, where for 21 years he provided audit and financial services
to a wide range of privately held and public clients. Mr. Riggins holds a Bachelor of
Administration and Accounting Degree from the University of Washington, and previously was
licensed as a CPA in Hawaii, Guam and Washington State.
Mr. Spector has a combined 40 years of experience in investment banking and
operational leadership. He has successfully completed numerous transactions, advising both
public and private companies on strategic alternatives, and served for more than two decades as
CEO operating multiple food manufacturing companies. His skills include turnaround management,
operations and financial restructurings and crisis management, Mr. Spector’s food industry
expertise spans packaged snacks, meat, meat snacks, branded and private label consumer items,
refrigerated and frozen foods, grocery/center of the store products, bakery and food
distribution. Prior to joining Montminy & Co., Mr. Spector was a principal at JH Chapman Group,
operating partner at FocalPoint Investment Advisors, and head of consumer banking at Ferris
Baker Watts, in Baltimore, MD. Mr. Spector was educated at both Ohio University and Johns
Hopkins University, and completed the Harvard Business School’s Owner-President Management
Program. He has served on the boards of Rymer Foods (NASDAQ:RYMR), La Parisienne Bakery, and the
University of Maryland’s William Smith Graduate School of Business and Management-Dingman Center
and currently serves on the board of Saval Foods and Deli Brands. Mr. Spector is registered with
FINRA and holds the Series 7 and 63 licenses.
Senior Vice President
Mr. Iqbal has ten years of diversified investment banking experience. He is involved in Montminy
& Co.’s most notable transactions and supervises the firm's team of junior professionals. Prior
to joining Montminy & Co., Mr. Iqbal was an Associate at Telos Advisors, a Los Angeles
investment bank specializing in media & technology companies. While at Telos, Mr. Iqbal was
integrally involved in the firm's M&A, private placement and strategic advisory practices.
Previously, he was an Associate technology banker at Montgomery & Co., a Los Angeles investment
bank specializing in technology M&A and financings. Prior to that he was an industry generalist
at New Century Capital Partners, where Mr. Iqbal advised a variety of privately-held companies
in M&A and private placement transactions. Mr. Iqbal is registered with FINRA and holds the
Series 63 and 79 licenses.
Mr. On has six years of investment banking and private equity experience in a broad range of
industries. Prior to joining Montminy & Co., Mr. On was a Senior Analyst at Gryphon Investors, a
Francisco-based middle market private equity firm. At Gryphon, Mr. On assisted with the
sourcing, analyzing, structuring, financing and execution of transactions. Prior to that, he was
an investment banking analyst at Wells Fargo Securities where he helped raise debt for companies
across multiple industries as part of the Leveraged Finance Group. Mr. On received his B.A. in
Economics from the University of California, Berkeley. Mr. On is registered with FINRA and holds
Series 63 and 79 licenses.
Mr. Bernal has ten years of generalist management, investment banking and private equity
experience. Prior to Montminy & Co., Mr. Bernal was an Intern Analyst at Arrowroot Capital, a
equity firm based in Santa Monica, CA. Mr. Bernal has particular expertise in mergers &
acquisitions for the manufacturing, retail, consumer and business services industries. Prior to
that, Mr. Bernal spent over seven years as a Project Manager for CJ Bernal Construction, a
family-owned commercial and residential construction company, where he oversaw a myriad of
construction projects from start to finish. He graduated from the University of California, Los
Angeles with a B.A. major in economics. Mr. Bernal is registered with FINRA and holds the Series
79 and 63 licenses.
Mr. Varisano has three years of investment banking and private equity experience in a broad
range of industries. Prior to joining Montminy & Co., Mr. Varisano was a private equity analyst
intern at Access Capital Partners, a leading European manager and advisor of private equity,
private debt and infrastructure funds. At Access Capital Partners, Mr. Varisano assisted with
the business development of the company. Prior to that, he was an investment banking analyst
intern at Merodis, an independent Brussels-based M&A boutique, where he provided support for M&A
advisory services and developed a particular expertise on the technology, communication and
healthcare industries. Mr. Varisano received his Bachelor and Master of Business Engineering
from the Solvay Brussels Business School.
Vice President, Finance
Mr. Park has over 10 years of accounting experience in the financial services
industry. He provides accounting support to Montminy & Co. including the accounting
functions, preparation and consolidation of financial statements, analysis of management
reports, general ledger, and budgeting. In conjunction with the firm's CEO, FINOP and outside
auditors, Mr. Park handles associated regulatory filings including annual audit procedures.
Previously he founded and led the Pro Academy Center.
Ms. Lyon has seven years of administrative, operational and accounting experience in the
financial services and entertainment industries. She manages all aspects of Montminy & Co.’s
including accounting, compliance, facilities and human resources. Prior to Montminy & Co., Ms.
worked at GHC Housing Partners and Direct Cinema Limited. Ms. Lyon graduated from the University
of California at Los Angeles with a B.A. in History and is currently working towards obtaining a
Dr. Montminy is a renowned author, television host and consultant to executives, celebrities and
corporations on matters of health, wellness and mental fitness. She provides support to Montminy
on various client matters and guides the firm’s environment towards a motivated, success-driven
and human-centric company culture. She is a member of the American Psychological Association,
serves on several Scientific Advisory Boards including the Institute for Applied Positive
Research and Lovevery, and is a Director in the Montminy Group. She graduated with Honors from
Pomona College and holds Masters and Doctorate degrees in Clinical Psychology from the Chicago
School of Professional Psychology, along with a Certification in Nutrition from Cornell
Dr. Montminy has advised and partnered with industry leading companies such as Saks Fifth
Avenue, Coca-Cola, Estee Lauder, Smashbox, Nivea, Chobani, PopSugar, Dove, Downy, Gillette,
Adidas, New Balance, Reebok, Victoria’s Secret, Physique57, Fabletics, Thrive Market, Foodstirs,
Lorna Jane, Flywheel, Suja Juice, Amazing Grass, Wedderspoon, Gaia Herbs, Lovevery, HMSHost,
KPMG, Bank of America, Capital Group, Soho House. She has partnered with non-profits such as the
JUMP! Foundation, YPO, Common Sense Media, The Giving Keys, and a variety of schools and
universities around resilience programs, including the University of California, Los Angeles,
Pepperdine University, Pomona College, Business School of Latvia, Wharton School of Business,
University of Pennsylvania, National Association of Women’s Business Owners, Los Angeles
Business Journal, Commercial Real Estate Women Network and the Oregon Department of Education.
Ms. Silva provides a wide range of administrative and marketing support to Montminy & Co.
Previously, she worked at NBC Universal, Chrome Cycle Studio and BLANKSPACES, where she oversaw
operations and community management. Ms. Silva’s career experiences span across several fields,
including graphic design, brand development, and administration. She has a multi-cultural
background, having lived in São Paulo, Buenos Aires, and New York. Ms. Silva graduated from NYU
Stern School of Business with a Bachelor’s in Business Administration, focusing both on
marketing and digital design.
Analysts & Interns
We maintain a skilled team of analysts and interns recruited directly from major universities,
leading investment banks and private equity firms. Our intern program is highly sought after and
has led to full-time employment at Montminy & Co. as well other leading investment banks. We
on an as-needed, basis exclusive access to additional junior professional resources through our
affiliated companies and strategic partners.
Mr. Fox joins Montminy & Co. with nearly 25 years of diversified investment banking and legal
experience. He has advised public and privately held companies on a wide range of topics
including mergers and acquisitions, capital raising, financial restructuring, and strategic
alternatives. Prior to Montminy & Co., Mr. Fox was a Managing Director in the Investment Banking
at Stout Risius Ross Advisors LLC, where he also served as the head of the Real Estate, Lodging,
and Leisure Investment Banking division. Previously, he co-founded Underwood, Fox & McClintock,
a boutique investment bank and strategic advisory firm specialized in Real Estate advisory.
Prior to that, Mr. Fox was a Managing Director at Houlihan Lokey’s Real Estate Strategic
Advisory Group, a Vice President of Investment Banking at Merrill Lynch, and the President of
Burlington Capital Markets Inc. where he created and executed new business initiatives that grew
revenue from approximately $30 million to $40 million. Mr. Fox began his career as an associate
at the New York law firm Skadden. He received his Bachelors in Business Administration from the
University of Michigan and holds a Juris Doctor from Columbia University School of Law. Mr. Fox
is registered with FINRA and holds the Series 7, 24, and 63 licenses.
Mr. MacLean is a highly sought-after apparel and retail industry expert and has served in senior
executive roles for leading international apparel brands, including Liz Claiborne, Seven for All
Mankind, Paige, Rock Revival, as well as executive roles at The Hudson Bay Company. Mr. MacLean
is founder of Trent MacLean Management Consulting, a firm specialized in servicing entry and
middle-market wholesale manufacturers and retailers. Over his career, Mr. MacLean has launched,
re-launched and integrated high-profile brands, established and leveraged international
distribution networks, crafted complex business plans, identified and trained executive talent,
and strategically prepared businesses for executing exit strategies and near-term liquidity
events. As a consumer strategist, he has extensive experience assessing businesses from the
bottom up-making them more cost-effective, organized, and smarter. Mr. MacLean graduated from
the University of Waterloo with a Bachelor Degree in Environmental Studies and is a guest
lecturer at the UCLA Anderson School of Management.
CHAD VAN SWEDEN
Mr. Van Sweden joins Montminy & Co. as a Senior Advisor with over 20 years of experience as an
investor and advisor focused on the utility, energy and industrial sectors. Previously, Mr. Van
Sweden was a senior private equity investment professional for 14 years in the GFI Energy Group
of Oaktree Capital Management. He joined GFI in 2002 and then Oaktree in 2009 when it acquired
GFI. During his tenure at Oaktree/GFI, Mr. Van Sweden identified and executed investment
opportunities and provided portfolio oversight for three private equity funds totaling $2.5
billion of equity capital. Prior to Oaktree/GFI, he worked in the Global Energy & Power and
Mergers & Acquisitions groups at Credit Suisse First Boston and Donaldson, Lufkin &
Mr. Van Sweden has served on the board of directors of eight companies: RealEnergy (installed,
owned, and operated on-site generation equipment/systems in Class A commercial office
buildings), Elgar Electronics (designs and manufactures AC and DC programmable power supplies),
GT Solar (global manufacturer of solar, polysilicon, and sapphire capital equipment), Turbine
Generator Maintenance (performs turnkey inspections and repairs on steam turbines, combustion
turbines, generators and associated equipment across the industrial and utility sectors),
Infrastructure & Energy Alternatives (erector of renewable wind and solar projects), Remedial
Construction Services (a leading environmental and geotechnical services provider), tenKsolar
(designs, manufactures and markets highly efficient, reliable and low cost photovoltaic
solutions), and VacOne Services (provides nondestructive hydro excavation services). He
currently serves on the advisory board of Centuri Group (provides maintenance, repair and
replacement services for gas and electric utility transmission and distribution infrastructure).
Mr. Van Sweden received a B.A. degree in Economics with distinction from Cornell University.