Few American investment banks have as comprehensive a base of international investment banking and commercial experience as Monticello Capital. Each of the principals of the firm has lived and worked overseas, most significantly in Europe and the Middle East. Monticello Capital bankers have also participated in the economic reconstruction and transformation of governmental institutions in Eastern Europe and the former Soviet Union.
Monticello Capital holds interests in companies throughout the United States and, through the investments of its portfolio corporation Advanced Environmental Resources, Inc., in Belgium, Italy, Luxembourg, Portugal, and Saudi Arabia.
Case Summary
Monticello Capital’s client, a multinational holding corporation active in advanced technology industries, retained the investment bank to conduct a search, and to negotiate the transaction, of its purchase of a US corporation. Through an interactive process with the client’s executive management, a series of discrete and clear parameters for investment was developed. The qualification of the acquisition was conducted by Monticello Capital prior to identifying the buyer by name - because exposure of a multinational corporate client at an early stage, before the seller’s reservation price is discerned by the investment bankers, usually results in a higher purchase price than the buyer should pay. Monticello Capital minimized the purchase price.
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