Montgomery & Co has been known for some years for its M&A advisory services. Now, after pondering for a couple of years what it could do in equities, the US west coast boutique player is pushing into equity research, institutional sales and trading. Although the firm’s headquarters are in Santa Monica, the equities office was set up in July in San Francisco.
Montgomery will focus on small and mid-size companies in the technology, software and biomedical sectors.
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