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A California based company on a mission to grow the wealth of everyday Americans. Zolidar is the easy button for employee ownership.

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Jul 2026

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Montgomery | The Grid by Zolidar

MO

Montgomery

Last updated at 2024-11-15

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About

Montgomery & Co. is a leading investment banking firm that provides a wide range of services to growth companies one of the west coast's premier investment banking firms, Montgomery & Co. has become the bank of choice for growth companies by offering its clients in-depth industry…

Services and Fees

Conversion Support: Business Planning & Modeling

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Organization type

Service Provider

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How do I figure out which path fits my company?What are the motivations of third party buyers?What are the different types of employee ownership?

Details

Funding source: Other

Contact

100 Wilshire Boulevard Suite 400, Santa Monica, CA, USA

Associated people

Current

J
Joe Morgan
No title
R
Robert Louv
Vice President, Information Technology Group
K
Kevin Covert
NO LONGER WITH FIRM
M
Mike Ribero
Associate

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