The Firm

Barnard/Montague is committed to providing the very highest quality investment banking and financial advisory services to the often-underserved middle-market—a segment composed of privately held firms with annual revenues of $25 million to $250 million. The firm’s primary focus is applying the best practices to ensure successful execution for companies in the Western U.S.

Working exclusively with middle-market companies for a combined 75 years, the principals of the firm have acquired significant expertise in the unique strategic and financial issues these companies face. The firm’s seasoned professionals leverage this expertise with their hands-on, tailored approach to each client engagement. With first-hand knowledge from prior experience in direct operating roles at growing companies, the firm’s principals also have a broader understanding of the challenges facing management and owners.

The mission of the firm is not to be merely transaction oriented, but to develop a trusted advisor relationship with their clients. The team at Barnard/Montague draws on their extensive expertise, financial contacts, and execution abilities to successfully structure, negotiate, and close transactions, often surpassing the client’s goals and expectations.

Without exception, each client benefits from Barnard/Montague’s ability to:

   • Create and foster long-term relationships with clients, investors, lenders,
      and buyers
   • Locate non-traditional buyers or capital sources when necessary
   • Structure each transaction to meet shareholders’ corporate, personal,
     and financial goals
   • Partner with family-owned companies
   • Provide the highest quality professional service

Industry Focus

Barnard/Montague has developed in-depth industry expertise by completing numerous transactions for companies throughout the U.S. in the following industry sectors:

   • Business Serices
   • Consumer products and services
   • Food and beverage
   • Agribusiness
   • Manufacturing
   • Distribution