Team

Partners

	Jeanne Montague Partner 415-264-0051 jmontague@BarnardMontague.com

Jeanne Montague has over 25 years of experience in corporate finance including mergers, acquisitions, and divestitures, as well as private placements of debt and equity capital. As the founder of Montague Partners in 1989 and later as the co-founder of Comann & Montague in 1993, she has developed a nationwide practice that focuses on privately-held middle-market companies, providing them with a level of creativity, professional experience, and global perspective typically found only in much larger firms.

Ms. Montague was a Senior Manager in the Corporate Finance practice of Price Waterhouse from 1988 to 1989. She also has four years of direct operating experience as the Chief Financial Officer and Director of Chemoil Corporation, a $3-billion oil trading company.

From 1975 to 1984, Ms. Montague had corporate lending responsibility with Bank of America, where she worked with major multinational customers to arrange short and long term debt financings. During that time, she also directed the Bank’s nationwide activities in financing leveraged buyouts.

Ms. Montague has been a guest lecturer at the Stanford University Graduate School of Business in the entrepreneurial studies curriculum and a speaker at Practicing Law Institute forums, Commercial Finance Association, the Association for Corporate Growth (ACG), and at the Women in Leadership

Ms. Montague received a B.A. from Connecticut College and an M.B.A. from Columbia University. She holds Series 24, 63 and 79 FINRA licenses.

	Bailey S. “Biff” Barnard, Sr. Member 925-386-6171 bbarnard@BarnardMontague.com

Biff Barnard has 30 years of experience investing in, lending to, and advising small and middle-market companies.

He also has in-depth marketing and management experience, having founded, run, and served in senior executive positions for two companies.

From 2004 through 2009, Mr. Barnard was a partner of Wood Warren & Co., a middle-market focused advisory firm and, from 2000 through 2004, was Managing Director of Caltius Capital Management, a private equity and subordinated debt fund, where he managed the San Francisco office and was responsible for nationwide marketing and transaction origination prior to joining Wood Warren. From 1996 through 1999, he was Senior Vice President of Allied Capital Corporation, where he headed marketing and business development activities in the Western U.S. From 1980 to 1996, Mr. Barnard served as Chairman, CEO, and President of First Capital Corporation, a company he founded and that became one of the most active small business lending institutions in the nation. Mr. Barnard was also one of the founding operating partners of the Rusty Scupper restaurant chain in the early 1970s.

He served on the Advisory Council of the San Francisco Federal Reserve Bank from 1993 through 1999, as its Vice Chairman in 1996 and as its Chairman from 1997 through 1999. He is Past-President of the San Francisco Chapter of the Association for Corporate Growth (ACG), has served on the Board of Directors of ACG-Global, and has received meritorious service awards from both. He served on the board of advisors of TS Restaurants, a highly successful chain with locations in Hawaii and California, and is a member of the President’s Council of the United Religions Initiative.

Mr. Barnard received a B.A. from Stanford University. He holds Series 7, 24, 63 and 79 FINRA licenses.

	David Sloan Member 415-992-5463 dsloan@BarnardMontague.com

David Sloan has over 20 years of experience providing mergers, acquisitions, capital raising and restructuring advisory services to corporate clients worldwide. He has completed transactions with clients ranging from leading global corporations to privately-held early stage ventures. He has experience with companies in agribusiness, specialty chemicals, consumer products and financial services among others.

In 2006, Mr. Sloan established Bancroft Partners, an investment banking firm serving West Coast based entrepreneurs and early to mid-stage companies with their venture formations, capital raising and M&A needs.

From 2004 to 2005, Mr. Sloan served as an executive director for Rabobank with a focus on West Coast agribusiness M&A. Prior to 2004, Mr. Sloan spent 15 years with JP Morgan Chase, with the first eight years based in New York focused on domestic M&A and the last seven years based in Hong Kong building a premier M&A franchise in Asia.