Monticello Capital

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Mission Statement
The partners of Monticello Capital deliver sophisticated, high-value corporate financial, strategic, and advisory services to discerning clients in high-growth, advanced technology firms.

The Firm

Monticello Capital was formed in 1997 and organized as a Virginia limited liability company in January 1998 at the height of the technology-driven expansion of the US economy.  The location of its headquarters in northern Virginia, in the Washington DC metropolitan area, positions the investment bank at the center of the east coast’s high technology region.  Monticello Capital’s office in New York City operated from 2003 to 2008.

This firm is a specialized or “boutique” investment bank, principally focused on serving companies in high-growth mode.

Monticello Capital’s clients have always spanned a wide range -- from development stage technology companies to some of the world’s largest and most prominent international conglomerates and financial institutions.

Monticello Capital experienced extraordinary growth and financial harvests during the economic growth that the US enjoyed in the late 1990s and into the new century.

The firm experienced growth in revenues, profitability, and marginal profitability in each year from inception through 2008, and has been profitable in every year of its corporate existence, including during the post-9/11 recession and the severe financial industry downturn in 2008-2010.