Investment Banking and Financial Advisory for Middle-Market Companies

Barnard/Montague is a regional investment bank founded by Bailey “Biff” Barnard and Jeanne Montague, who have a combined 60 years serving the middle-market business community in Northern California.

Headquartered in San Francisco, the firm works with privately owned, middle-market companies throughout the Western U.S. in a wide range of industries and represents private equity firms in the sale of portfolio companies. Barnard/Montague provides an exceptional level of client service in three primary practice areas:

   • Mergers and acquisitions
   • Private placements of debt and equity
   • Financial advisory

The principals have a proven track record of successfully completing transactions, often by identifying non-traditional buyers or capital sources as well as through their deep relationships with institutional private equity, subordinated debt funds, and other more traditional lenders/investors.

The paramount goal of the firm is to enable shareholders to realize their maximum business value. This is accomplished through the integrity, experience, and creativity of its principals’ investment banking skills and execution capabilities.