Liquidity Services
We advise and manage structured tender offers for growing private companies, enabling valued employees and early shareholders to access partial liquidity while preserving control of the cap table.
For shareholders of private companies, we provide guidance on understanding the value of their holdings and available liquidity options. We discreetly identify the right buyers and manage the process through to a successful close.
Sector Expertise
Our sector focus is rooted in thematic equity strategies—targeting companies whose performance is driven by structural forces of change that unfold independently of the traditional economic cycle. In essence, we aim to translate transformative technological, environmental, and societal megatrends into compelling investment opportunities.
Montgomery Securities facilitates direct investments by institutional investors into select, high-potential companies. Each opportunity undergoes comprehensive due diligence, with a focus on sectors positioned as drivers of long-term growth, including:
Financial Technology, Capital Markets and Asset Management
Artificial Intelligence, Automation, and Robotics
Transportation, Aerospace, and Defense
Health, Longevity, and Medical Innovations
Featured Clients by Montgomery Securities Professionals (including clients at prior entities)