By DAILY PRESS STAFF
Montgomery & Co., LLC, has announced that it has added three vice presidents, further expanding the company’s presence in San Francisco and Santa Monica. With nearly 20 years of investment banking expertise among them, Robert Louv, Jon Rein and Dan Williams will be tasked with advising Montgomery’s clients in the technology and media sectors on merger and acquisition opportunities and financings.
“These most recent hires directly reflect the robust growth we are seeing in the market today,” said James Montgomery, founder and CEO of Montgomery & Co. “Over the last eight months, the company has seen a surge in merger and acquisition, public offering and private equity deals across the tech and media sectors in particular.”
Louv, who comes to Montgomery & Co. with more than seven years of investment banking experience, will be based in the firm’s San Francisco office and will serve as vice president in the company’s information technology group. Previously, Louv was vice president of global mergers and acquisitions at J.P. Morgan Securities, Inc., where he supported clients in the IT services, Internet, storage, EMS and healthcare industries. During his time there, Louv announced more than 40 transactions representing aggregate consideration in excess of $100 billion.
Williams, vice president in the information technology group, brings extensive operational and transaction experience to Montgomery & Co. in the enterprise software, communications and media markets. Prior to Montgomery & Co., Williams was the founder and president of Imperial Partners, an investment advisory bou-tique to technology companies. Previously, Williams was a vice president with the technology investment bank Broadview International in Boston. Williams has held roles in corporate development, finance and operations with Nortel Networks and Siemens AG. He has been involved in more than 50 public, private and cross-border transactions, including mergers and acquisitions, as well as debt and equity financings.
Rein has joined the Santa Monica office as vice president in the media group, where he will be advising client companies in online services and entertainment content, wireless and publishing. Prior to joining Montgomery & Co., Rein was a director with Gleacher & Co. LTD in London, where he co-founded the office. His responsibilities included cross-border and domestic merger and acquisition execution, restructuring advisory and principal investing — both venture capital and private equity.
Based in Santa Monica, the firm also has offices in San Diego, San Francisco and Kirkland, WA. Montgomery & Co. is a member of the National Association of Securities Dealers, Inc. (NASD), and its professional associates are registered with the NASD-SIPC.
Originally published in the Santa Monica Daily Press print edition on May 27, 2004. Read the original PDF.