ACCESS extensive relationships Changing market dynamics require a steady, knowledgeable and committed partner with real industry credibility and access. We leverage this network to deliver the best outcomes for our clients. Entrepreneurism passion for differentiation Our senior team members left leadership roles in large investment banks to create a firm that could deliver the best of what those banks can offer, but in an entrepreneurial environment that enhances the quality of these services.
We believe our ability to provide optimal transaction outcomes for our clients stems directly from our passion for building a world-class investment bank from the ground up. We provide insight and quality advisory services to leading technology companies, venture capital and private equity firms.
Our team of bankers is widely regarded as the deepest and most experienced in technology investment banking. Prior to joining the firm, Mr. He holds a B. Smith also has worked with many of the most important venture capital, growth equity and private equity firms in the technology ecosystem. Prior to co-founding Union Square Advisors he was a Managing Director at Credit Suisse, where he headed the global software investment banking practice. Smith also served as a corporate executive at Novell, including as Vice President of both Corporate Development and Business Development.
Smith received both his B. During Mr. Smith was selected as a member of the first-ever class of Presidential Leadership Scholars www. Bush, William J. Clinton, George H. Bush, and Lyndon B. This unprecedented program brings together a select group of leaders who share a desire to create positive change across our nation and the world, and enables them to enhance their leadership skills to help face the toughest challenges of the 21st century.
Throughout his career, Mr. Kawarabayashi has worked with public and private corporate clients and private equity inside and outside of the technology sector, executing sell-sides, buy-sides, corporate divestitures, IPO carve-outs, cross-border, leveraged buyouts, and Reverse Morris Trust transactions, as well as rendering fairness opinions, advising special committees and providing hostile and defensive advisory services.
Kawarabayashi received an M. Riskas was Managing Director and President, North America of TriplePoint Capital, where he leveraged long relationships with top-tier venture capitalists in Silicon Valley to originate and manage a several hundred million dollar portfolio of venture loans and leases. Prior to TriplePoint Capital, Mr.
Riskas founded Atherton Vista Capital, where he developed and marketed a tax-oriented, leveraged purchase-leaseback structure to privatize US municipal infrastructure assets. Before Atherton Vista Capital, Mr. Riskas co-founded Trinity Advisors, which provided advisory services to institutional investors in connection with highly structured, domestic and cross-border leveraged lease transactions, project financings and buyouts.
Prior to Trinity Advisors, Mr. A lifetime resident of the Bay Area, Mr. Riskas is a published author of articles on tax-oriented leveraged leasing. Prior to joining Union Square Advisors, Mr. Meyer was responsible for the Global Credit and U. Earlier in his career, Mr. Meyer worked in the leveraged finance and high yield businesses at Morgan Stanley and Citigroup.
Meyer is also a guest lecturer for the Economics Department at Duke University. Devon received a BA in History with High Honors from the University of California at Berkeley where he also served as two-time captain of the nationally ranked crew team. Phil received his B. Mark joins the firm with more than 15 years of experience in both the buy and sell sides of leveraged finance, along with special situations and liability management.
Most recently, Mark was a Principal at Eaglehill Advisors LLC underwriting and structuring middle-market investments as well as providing liability management advice to portfolio companies of private equity firms experiencing operational shifts or stress. Prior to Eaglehill, he was a Vice President at Citigroup Global Capital Markets, specializing in broadly syndicated leveraged finance transactions.
Atherton has 16 years of investment banking and principal investing experience focused primarily on the software, IT infrastructure and financial technology sectors. Andrew began his career at Shattuck Hammond Partners, a healthcare investment bank, which was acquired by Raymond James. Andrew is originally from San Antonio, Texas and received a B. Prior to joining the firm, Ms. Andereck graduated with a B. Ubaid is a technologist, engineer, and investment banker with over 14 years of experience working with companies ranging from startups to large publicly traded entities.
Prior to joining Union Square, Ubaid was a member of J. Prior to J. Morgan, Ubaid spent several years at Juniper Networks and Force10 Networks in sales and engineering roles. Britt brings more than 20 years of experience in compliance operations, and finance experience to Union Square Advisors.
She oversees the day to day strategic operational functions of the firm: finance and accounting, operations, human resources, and facilities. Prior to joining Union Square Advisors, Ms. Britt served as a consultant for the past five years working with investment banks and investment advisors, including robo-advisors and other FinTech firms. Previously, Ms. With more than 15 years of experience in public relations, corporate communications and marketing communications, Ms.
Hallahan is responsible for public relations and marketing activities for Union Square Advisors. She began her career at an investor relations and financial public relations agency. With more than 9 years of experience in Human Resources, Ms. Hecht is the Manager of Human Resources and is responsible for the day to day duties of Finance and Facilities. Prior to Moelis, Mr.
Lee was an Associate at EQ Partners, an infrastructure-focused private equity firm. Lee began his career as an equity research analyst covering various sectors including technology, media and telecom at CLSA Securities. Collin graduated with a B. Ash interned with Ancestry. In his spare time, Mr. Ash enjoys skiing and fly fishing.
He hails from Kansas City, Kansas. Vanderstoep interned with BlackRock in their Private Equity group. He was also a member of the U. He is from Soquel, California. Hollan joined Union Square after completing a summer internship with the firm in Hollan worked with several technology startups and venture capital firms. Hollan graduated with a B. He is a native of Orem, Utah. Ramsden joined the firm after completing a summer internship with Union Square Advisors in Prior to the internship at Union Square Advisors, he interned at Klass Capital, an enterprise software focused private equity firm.
He is an avid cyclist and a native of Vancouver, Canada. Huang joined the firm after completing a summer internship with the firm in Huang graduated with a B. In her free time, she enjoys reading fiction. Huang is a native of Wenzhou, China. Wasik graduated with a B. He enjoys traveling to national parks, soccer matches, and country music concerts. He is a native of Madison, New Jersey. Varma graduated with a B. In his spare time, he enjoys training for marathons and producing music.
Mityul joined the firm after completing a summer internship with the firm in Mityul graduated with a B. In her spare time, she enjoys reading and playing tennis. She is from Jacksonville, Florida. Zhang joined the firm after completing a summer internship with the firm in He is from Columbus, Ohio. Shieh graduated with a B. She is originally from San Jose, California. Michael Montgomery's Email Found 1 email: privatebrokerclub. Redirecting you to the search page.
Not the Michael you were looking for? Find contact details for million professionals. Add Get Contact. We set the standard for finding emails Trusted by over 6. We had no where to begin. Scouring the web at all hours of the night wasn't gonna cut it. RocketReach has given us a great place to start. Our workflow has solid direction now - we have a process in place the begins with RocketReach and ends with huge contact lists for our sales team..
We can divert our attention to actually going after the customer now! Great for building a list of leads. I loved the ability to determine personal emails from virtually anyone on the web with RocketReach. I was assigned a project recently that regarded public relations, partnership, and outreach responsibilities and RocketReach not only connected me to prospective individuals but allowed me to streamline my search approach on the basis of location, skill set, and keyword.
Prior to RocketReach, we would reach out to people through professional networking sites like Linkedln. But it was frustrating for us to have to wait for people to accept our connection requests if they accepted them at all and sending is too expensive.. With the shear number of contacts we've been able to find using RocketReach, the platform has probably saved us nearly five years' worth of waiting.
It's the best, most effective email search engine I've used yet, and I've tried a few. Both in the scope of the searches, and in the number of accurate emails found, I find it surpasses others. I also like the layout, which is easy on the eye, more attractive and efficient. The bottom line is that it has been a effective tool in my work, as a non-profit reaching out to leadership.
Our Team. Joining Montgomery. Corporate Giving. Our Team At Montgomery, we have an unwavering dedication to long term returns. Montgomery Team. David Buckland Chief Executive Officer. Scott Phillips Head of Distribution. Dominic Rose Portfolio Manager. Gary Rollo Portfolio Manager. Jodene Jackson Head of Communications. David Denby National Account Manager.
Michael Gollagher National Account Manager. Dean Curnow National Account Manager. David Trofa Head of Operations. Sandra Pobucky Communications Coordinator. Stuart Jackson Senior Analyst. Andreas Lundberg Joint Portfolio Manager. Andrew Macken Portfolio Manager. Daniel Wu Research Analyst. Christopher Demasi Portfolio Manager. Craig Morton Finance Director. Matthew Briggs Global Institutional Distribution.
Paul Mason Chief Operating Officer. George Hadjia Research Analyst. Lachlan MacKay Research Analyst. Amit Nath Senior Analyst. Have a question? Chat to one of our team members today. David Buckland. Toby Roberts. It owned and operated family entertainment centers across the United States. He also led their real estate efforts to secure land to build their studio in Glendale and their attempted studio at Playa Vista.
As Assistant Treasurer and then Vice President and Treasurer, Michael was responsible for numerous innovative financing arrangements conceived and executed for Disney. He also proposed and then played a key role in the execution of the initial public offering of EuroDisney in Upon returning from Paris, he conceived of the first bond with a return indexed to an unrelated security or index.
In , he moved to Paris, France, to serve as Directeur General and Chief Financial Officer of Euro Disney, where he played an important role in a difficult financial and operational restructuring. At that time, Arco Solar was the largest solar photovoltaic company in the world.
John Palmer is the managing principal and founder of Montgomery Partners, and Montgomery Capital Management MCM , and is responsible for the strategic vision and overall direction of the firms. He specializes in the acquisition, renovation, and management of income producing real estate, and has owned and managed income property in California since He was the acquisitions manager of a real estate investment firm prior to forming his own company, Montgomery Partners, in He has also completed several historical renovations, which generate substantial tax savings in addition to the normal benefits of income property ownership.
He is responsible for brokerage-related acquisition and disposition activities, contract negotiations, project planning and implementation, risk management, and various aspects of property and asset management oversight.
As a top producer, Michael worked with some of the most promising startups in the country backed by top-tier venture capitalists. Gary Rollo Portfolio Manager. Jodene Jackson Head of Communications. David Denby National Account Manager. Michael Gollagher National Account Manager. Dean Curnow National Account Manager. David Trofa Head of Operations.
Sandra Pobucky Communications Coordinator. Stuart Jackson Senior Analyst. Andreas Lundberg Joint Portfolio Manager. Andrew Macken Portfolio Manager. Daniel Wu Research Analyst. Christopher Demasi Portfolio Manager.
Craig Morton Finance Director. Matthew Briggs Global Institutional Distribution. Paul Mason Chief Operating Officer. George Hadjia Research Analyst. Lachlan MacKay Research Analyst. Amit Nath Senior Analyst. Have a question? Chat to one of our team members today. David Buckland. Toby Roberts. Latest Insights. Close Our Funds. Concentrated High Conviction Equities Listed. Available on the ASX as an Exchange Traded Managed Fund, invests in 15 to 30 quality global businesses for long-term capital growth with a target distribution yield of 4.
Mirrors the strategy of the Montgomery Global Fund. Learn More. Montgomery Global Fund Global. Invests in 15 to 30 quality global businesses for long-term capital growth.
Rio ubrique investments Curnow National Account Manager. Miles is a senior associate from our team of experts, delivered in clear and concise since June Miles earned a. Dominic Rose Michael montgomery investment banker Manager. Matt earned a B. Aram Danesh joined Montgomery Partners have an unwavering dedication to here is the team committed. Jodene Jackson Head of Communications. David Buckland Chief Executive Officer. Jeff is a managing partner in He is responsible for joined the firm in Brendan earned a B. Matt is a principal at at Main Post Partners and has been with the firm its formation. Josh is a partner at twelve decades of combined experience, has been with the firm since its formation.Michael J. Montgomery is an advisor and investor in early stage companies, and President of Montgomery & Co., LLC, a boutique investment bank focused on. Since through , Michael has been the President of Montgomery & Co., responsible for the investment banking practice at Montgomery & Co. Michael Montgomery | Atlanta, Georgia | Investment Banking Analyst at Piper Sandler | + connections | See Michael's complete profile on Linkedin and.