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CORE STRENGTHS
As demonstrated in a strong track record of transactions, private investment, and client service, Monticello Capital considers integrity, business ethics, and strict confidentiality to be foremost among the firm’s defining characteristics.
In the investment banking world and in serving its advanced technology clients, there are four core strengths enabling Monticello Capital’s record of transaction success:
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Access
Investment bankers or advanced technology advisors, regardless of what they may say, only “sell” two services to their clients: access and advice. The quality of both varies widely in the industry. At Monticello Capital, the access available to clients - in every dimension - is extraordinary and globally wide-ranging. The advice is sound and practical. And this firm’s discretion is absolute.
Experience
When retaining an investment bank, it’s quite unusual for client executives and members of corporate boards to work with M&A professionals who have actually met a payroll, dealt with debt due to banks and bondholders, been at personal financial risk to build a business, stood responsible for profit and loss as well as employees’ families, or walked away from lucrative deals - and even law firms - that demonstrated low ethical standards. At Monticello Capital, none of that is at all unusual. That’s the strength of this firm’s experience.
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Technology
In 1997, Monticello Capital was founded with a clear technological imperative, at a rare moment of technological impulse in global economic history. Every transaction advised by the firm has a fundamental technology component, and every principal in the firm has an extensive background in some specialized discipline of technology and engineering. This is not the world of “elevator pitches” and arrogant young MBAs. It’s instead a unique cadre of real-world experts in cutting-edge technology, putting their experience to work for their clients’ expansive growth and enduring success.
Common Sense
Simplicity and common sense may be the rarest commodities in investment banking. Modern technical finance can be complicated, and is often made more so by its practitioners. Many firms complicate finance deliberately to keep the corporate client dependent on the investment bankers. At Monticello Capital, the firm operates on the principle of respect. The most intelligent - and frankly the most difficult - presentation of a deal is the one that makes the complex most understandable to executives and boards. There is good reason for this perspective; in Monticello Capital’s experience, it’s the artificially complicated deals - the ones made harder than they have to be by reason of ego and petty greed - that most often fail. This firm lives by common sense. |
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