PRIVATE INVESTMENT

Monticello Capital’s Private Investments

Monticello Capital’s principals have participated in the advancement of technology and service companies by creating and then investing in specific-purpose enterprises in the form of limited partnerships, limited liability companies, or holding companies organized as stock corporations.

Positions in Managed Transactions

In circumstances where ethically appropriate, when invited and approved by the client, and where a conflict of interest does not exist, the firm may take a financial position in transactions that it manages. In these instances, Monticello Capital’s participation is either through a cash investment or by being partially compensated for its investment banking services in equity, warrants, or options.

Corporate Services

Monticello Capital frequently advises corporate clients on the structuring of corporate assets.