Mr. Montminy founded and leads our Firm, spearheading its client assignments and operations across the globe.  For over 25 years, he has led professional service firms and initiated cross-border and domestic mergers and acquisitions, leveraged and management buyouts, private placements of equity securities, restructurings, business valuations, fairness opinions and strategic advisory assignments. He has advised founders, CEOs and boards of both private and public companies in a wide range of industries, including food and beverage, consumer, healthcare, hospitality & leisure, financial services, technology, sports, media and entertainment. Over his career, Mr. Montminy has originated, led and closed over $6 billion of middle market transaction volume, including over $2 billion in cross-border transactions in over 30 countries.  He has led the Firm’s most notable transactions, setting market peak valuations for sell-side transactions.

Prior to forming Montminy & Co., Mr. Montminy was a Managing Director of Los-Angeles-based investment bank Greif & Co., leading a broad range of middle market transactions and co-managing the firm’s growth with its founder. He was previously the Director of Business Development for multinational law firm Arter & Hadden, LLP and served as the youngest member of the firm's Management Committee, helping double the firm to nearly 500 professionals in less than five years. Mr. Montminy holds an M.B.A. from the University of Southern California, attended Case Western Reserve School of Law and holds a B.A. Summa Cum Laude from Mercyhurst University, where he was an Academic All-American in ice hockey and in 2020 received the university Distinguished Alumni Award. Mr. Montminy is registered with FINRA and holds the Series 24, 7, 79 and 63 licenses.

Mr. Montminy serves on various private boards and has led three through a successful strategic sale.  He also serves on nonprofit boards related to arts, entrepreneurship, education, the environment and medical research.  Since 2009, he has been an active member of YPO, the world’s leading business organization of CEO’s.  Within YPO, Mr. Montminy has served in over 35 leadership positions, including Learning Chair of Los Angeles Gold, Chair of the Hollywood Chapter, Chair of the Pacific Region, Chair of the Pacific Edge, Global Chair of Family, Global Chair of Networks, and the Global Board of Directors.  He is Co-Chair and Treasurer of the Board of Trustees of The Village School in Pacific Palisades, California, having previously served as Finance Chair.  He is currently active in the United States Olympic and Paralympic Foundation, and a volunteer youth sports coach in Pacific Palisades Baseball Association baseball and AYSO soccer.  He has served as Co-Chairman of the St. Jude’s Children’s Research Hospital Invest in Hope Los Angeles Gala, the Host Committee of the Los Angeles Common Sense Media Awards, the External Advisory Committee of Conservation International, and Chair of the Jonathan Club Junior Committee.  Mr. Montminy is a guest speaker presenter on various corporate finance and entrepreneur topics to students, including at the Marshall School at USC and Mercyhurst University.  A citizen of both the United States and Canada, he has visited over 40 countries.

Mr. Montminy is regularly quoted by financial and trade media. He serves as a guest resource at business associations, educational institutions, and industry conferences. He has received numerous professional accolades, including:

• “Banking & Finance Visionary” - Los Angeles Times, 2021 – 2024
• “Leader of Influence” – Los Angeles Business Journal, 2021 – 2024
• “500 Most Influential People in Los Angeles” - Los Angeles Business Journal, 2019 - 2024
• “L.A.’s Most Influential Investment Bankers” - Los Angeles Business Journal, 2018 – 2024
• “Boutique Middle Market Investment Banker of the Year - North America” – M&A Today, 2022
• “Distinguished Alumni Award” – Mercyhurst University, 2020
• “Investment Banker of the Year” and “M&A Deal of the Year”, and 7 sector specific awards - The M&A Advisor, 2005, 2011, 2014 – 2018
• “Winner 40 Under 40, West Region” - The M&A Advisor, 2012
• “Global Best of the Best” - YPO, 2011, 2012

Mr. Allan has over 30 years of diversified investment banking, operational and asset management experience. He co-leads institutional relationships and strategic alliances at the Firm, as well as sector transactions within sports and entertainment, consumer products and services, industrial and renewable, business and financial services. Prior to Montminy & Co., Mr. Allan was the President of the Los Angeles Investment Company, LLC, a privately held company that provided advisory services. Previously, Mr. Allan served in senior leadership positions in banking and industry with Cargill, Lehman Bros, Goldman Sachs and Jefferies. Mr. Allan led the MBO of Cargill Investor Services and founded and launched Goals Soccer Centers in the United States. Mr. Allan began his career in his hometown Edinburgh with the asset manager, Ivory and Sime, following his graduation with a degree in accounting. Mr. Allan is registered with FINRA and holds the Series 7, 24, 63 and 79 licenses and is currently a director of the Rose Bowl Legacy Foundation Advisory Board.

Mr. Bakshi brings over 20 years of experience in structured finance, mergers & acquisitions, financial management and operations.   Prior to joining Montminy & Co., he served in both CFO and COO transaction-focused posts within six private companies successfully undergoing sale transactions.  Over the last 15 years he has structured equity and senior/mezzanine debt for a diverse range of industries, including Manufacturing, Retail, Gaming, Healthcare, Tech & Media, and Real Estate, leading originations that committed over $20 billion in financing for GE Capital clients.  As Senior Managing Director at General Electric Capital Corporation, he played a key role in leading Private Equity and Corporate Finance initiatives across multiple sectors.  Mr. Bakshi’s career began as an internal auditor at General Electric, where he excelled in driving significant cost reductions, saving the company $750 million, and enhancing operating efficiency. His success in this role led him to become a Senior Audit Manager, where he gained recognition within the executive office under then-Chairman and CEO Jack Welch.  Mr. Bakshi was entrusted with leading several billion-dollar transactions, including major deals within GE Healthcare in Europe, GE Aircraft Engines, GE Infrastructure, NBCUniversal, and the Antares Capital acquisition for GE Capital.  Mr. Bakshi holds an MBA in Finance from the Anderson School of Business at UCLA, graduating with Highest Distinction, and a Summa Cum Laude undergraduate degree in Finance and Accounting from the University of Texas at Austin.

Mr. Bratter has over 25 years of diversified financial experience in the areas of investment banking and commercial banking. He has completed a wide variety of corporate finance transactions including cross-border and domestic mergers and acquisitions, leveraged and management buyouts, underwriting initial and secondary public offerings, private placements of debt and equity securities. Prior to joining Montminy & Co., Mr. Bratter founded Bratter Enterprises, LLC - an advisory firm providing financial market expertise to middle-market growth companies. Previously, Mr. Bratter was a Senior Vice President with Greif & Co., where he was involved in many of the firms' most notable transactions. Prior to that, he was Vice President in the Corporate Finance Group with Van Kasper & Co., and Vice President with Bank of California in the Commercial Lending Group. Mr. Bratter holds an M.B.A. from the University of Southern California where he graduated with Phi Kappa Phi and Beta Gamma Sigma business honors and a B.S. in Finance from San Diego State University. Mr. Bratter is registered with FINRA and holds the Series 62, 79 and 63 licenses.

Mr. Chambers joins Montminy & Co. with 25 years of diversified banking experience, with deep expertise in both FinTech and debt advisory. Prior to joining Montminy & Co., he was a Senior Vice President for Wells Fargo Private Banking. Prior to Wells Fargo, Mr. Chambers was an Executive Director at J.P. Morgan, in the wealth management solutions group. Previously, he was a Senior vice President at Chase in its Commercial Middle Market group, and a Senior Vice President at Comerica (formerly Imperial Bank) as one of the founding members of its entry into the Phoenix market. Mr. Chambers began his career at First Interstate Bank of Arizona. He received a Bachelor of Science at Arizona State University, College of Business. Mr. Chambers is registered with FINRA and holds the Series 7, 63, 66 and 79 licenses.

Mr. Ghoreichi leads the Firm’s sports sector initiatives with over 25 years of experience in helping individuals, family offices, alternative investment firms, private equity firms and professional teams within the global sports industry. His expertise includes facilitating the sale and acquisition of teams in various leagues worldwide. Additionally, Mr. Ghoreichi possesses extensive knowledge in stadium financing and has provided valuable insights in areas such as valuation, revenue maximization, strategic planning, governance, investment decisions, as well as commercial, regulatory, organizational, and structural matters. Prior to joining Montminy & Co., Mr. Ghoreichi founded and served as the Managing Director of Globus Sports Advisors LLC, where he catered to professional soccer clubs, institutional and high-net-worth investors, and commercial partners. Mr. Ghoreichi holds a Bachelor of Arts Degree in Political Science and History from the University of California, Los Angeles and a Juris Doctor from Whittier Law School.

Mr. Iqbal has more than 15 years of diversified investment banking experience. He is the Head of the firm’s Technology & Media group and supervises the entire team of junior professionals. Prior to joining Montminy & Co., Mr. Iqbal was an Associate at Telos Advisors, a Los Angeles investment bank specializing in media & technology companies. While at Telos, Mr. Iqbal was integrally involved in the firm's M&A, private placement and strategic advisory practices. Previously, he was an Associate technology banker at Montgomery & Co., a Los Angeles investment bank specializing in technology M&A and financings. Prior to that he was an industry generalist at New Century Capital Partners, where Mr. Iqbal advised a variety of privately-held companies in M&A and private placement transactions. In 2022, he received the Emerging Leader Award by M&A Advisor. Mr. Iqbal is registered with FINRA and holds the Series 63 and 79 licenses.

Mr. Koenig has over 25 years of diverse financial services experience in the areas of corporate banking; leverage finance; subordinated debt financing; equipment leasing; commercial real estate finance; and both primary and secondary loan syndications and trading. Mr. Koenig has completed over $1.5 billion in both senior and subordinated debt/lease transactions encompassing management led buyouts; M&A; international financings; complex commercial real estate; and various structured debt transactions. Before joining Montminy & Co., Mr. Koenig was the CEO and Director of Northwest Bank where he was responsible for leading the growth and setting the strategic direction of a 3-state, privately owned $500 million asset sized bank. Previously, Mr. Koenig was an Executive Vice President with Western Alliance Bank (NYSE: WAL) in Phoenix, Arizona where he managed various specialty banking groups including corporate finance, leverage finance, equipment leasing, municipal finance, resort finance, and the Bank’s equity investments in several SBIC funds. Prior to WAL, he was a SVP/Manager of Comerica Bank’s Arizona based Middle Market Banking Group. Prior to Comerica, Mr. Koenig was a Strategy Consultant with Anderson Consulting in Los Angeles where he advised clients on various aspects of brand strategy, efficiency enhancement, and value creation through EVA frameworks. Prior to Anderson, he was employed as a Vice President in the Real Estate Industries Division of City National Bank (CNB) in Los Angeles where he was responsible for financing numerous large construction projects and established the bank’s real estate mezzanine finance program. Prior to CNB, Mr. Koenig was employed with both Weyerhaeuser Reality Ventures and with Home Capital Development Group where he was a financial analyst in their respective real estate private equity groups, responsible for analyzing the viability of both new commercial and subdivision development projects. Mr. Koenig holds an MBA in Corporate Finance from the University of Southern California where he graduated with Beta Gamma Sigma Honors and a B.A. in Economics from San Diego State University. He serves on the board of Alliance of M&A Professionals, Phoenix Chapter. Mr. Koenig is registered with FINRA and holds the Series 63 and 79 licenses.

Mr. Chesler has 25 years of experience as an investor and advisor focused on diversified industrial, infrastructure, energy and renewables. Previously, Mr. Chesler was a Managing Director for the GFI Energy Group of Oaktree Capital Management, a series of ~$1 billion private equity funds, where he leveraged his industry knowledge and extensive sector relationships to identify and execute investment opportunities in the utility, energy and industrial sectors. Prior to joining Oaktree, Mr. Chesler was an investment banker for twelve years, most recently as a Managing Director at Credit Suisse, in the industrials group where he was responsible for the firm's industrial services and engineering & construction investment banking practice. He served a similar leadership role at Lehman Brothers as a Vice President. Prior to investment banking, Mr. Chesler was a Manager with Price Waterhouse in their restructuring, turnaround and interim management consulting practice.

Mr. Chesler also serves as a Senior Advisor to APH Holdings, a minority-owned private investment firm and serves on the boards of Odin Construction Solutions, a leading self-performing environmental remediation and geotechnical construction company and Goodman Telecom Services, a leading provider of wireless network deployment and cell site maintenance solutions. He previously served on the boards of several industrial companies including Infrastructure & Energy Alternatives, the largest erector of renewable wind projects, Contact Land Staff, a leading right of way acquisition and management firm, and RECON, a leading environmental and geotechnical services provider. Mr. Chesler received a B.A. degree in Economics from Pomona College and earned his M.B.A from the UCLA Anderson School of Business.

David Doherty joins Montminy & Co. with over 20 years of finance and operational experience within manufacturing and distribution businesses.  His C-level experience has spanned across finance, operations, and strategy roles focused on developing, improving, and leading startup, evolving, and mature businesses.  Currently, Mr. Doherty is the President of Quality Packaging, a full-service packaging company that provides turnkey retail packaging solutions for in-store merchandising helping companies to differentiate their products at the point of purchase.  Prior to that, he was the Chief Strategy Officer for Oak Paper Products, a distributor of packaging products.  He was responsible for executing the business’s growth initiatives including geographic expansion, tuck-in acquisitions, and greenfield investments that ultimately helped to drive shareholder value through a sale of the company.  From 2007 to early 2023, he held various roles including chief operations officer, chief financial officer, VP of business development, and shareholder for a family group of corrugated packaging manufacturing businesses including U.S. Corrugated/McKinley Packaging, U.S. Display Group, Delmarva Corrugated, and Kampack.  During this time, Mr. Doherty drove operations and growth through the identification and execution of several acquisitions, geographic expansion with greenfield projects totaling more than $275MM, and numerous capital raises including refinancings, project financings, and equity raises.  Mr Doherty was a key executive that helped to generated significant shareholder returns through a series of liquidity events, including three partial sales to public companies (Westrock, Kapstone, and BioPappel).  Additionally, through his own independent platform, Anchorage Partners, he has investments in the packaging, energy, hospitality, and consumer products industries.

Mr. Doherty started his career in Chicago working as an investment banker focused on middle market transactions with Heller Financial (GE Capital), Mesirow Financial, and Deloitte Corporate Finance.  He graduated with a Bachelor of Arts in Economics from Boston College.  Mr. Doherty resides in Pittsburgh, PA with his wife and three sons.

Mr. Laver has over 30 years of experience creating, building and selling operating businesses for some of North America’s premier companies. He was a National Partner of Trammell Crow Company (now CBRE), Chief Operating Officer of Brookfield Properties, and the first President of its facilities management business (now BrookfieldGIS). Mr. Laver was also Chief Operating Officer and a founding Partner of Bentall Capital (now BentallGreenOak). He was President of Intrawest's luxury residence club division, where he created, developed and sold successful resort projects in the US and Canada. Mr. Laver was also President of the global sales and marketing firm Playground, where his teams sold over $4 billion of real estate in 15 countries. He co-founded Forte International, a lifestyle marketing/sales company, and was a founding owner of Sotheby's International Realty Canada, building it into the largest franchise for that brand prior to sale. Mr. Laver has been affiliated with the firm since 2013. He was educated at Principia College and Harvard Business School, and is registered with FINRA with Series 63 and 79 licenses.

Mr. On has eight years of investment banking and private equity experience in a broad range of industries. Prior to joining Montminy & Co., Mr. On was a Senior Analyst at Gryphon Investors, a San Francisco-based middle market private equity firm. At Gryphon, Mr. On assisted with the sourcing, analyzing, structuring, financing and execution of transactions. Prior to that, he was an investment banking analyst at Wells Fargo Securities where he helped raise debt for companies across multiple industries as part of the Leveraged Finance Group. Mr. On received his B.A. in Economics from the University of California, Berkeley. Mr. On is registered with FINRA and holds Series 63 and 79 licenses.

Mr. Bernal has 10 years of generalist management, investment banking and private equity experience. Prior to Montminy & Co., Mr. Bernal was an Intern Analyst at Arrowroot Capital, a private equity firm based in Santa Monica, CA. Mr. Bernal has particular expertise in mergers & acquisitions for the manufacturing, retail, consumer and business services industries. Prior to that, Mr. Bernal spent over seven years as a Project Manager for CJ Bernal Construction, a family-owned commercial and residential construction company, where he oversaw a myriad of construction projects from start to finish. He graduated from the University of California, Los Angeles with a B.A. major in economics. Mr. Bernal is registered with FINRA and holds the Series 79 and 63 licenses.

Mr. Varisano has eight years of investment banking and private equity experience in a broad range of industries. Prior to joining Montminy & Co., Mr. Varisano was a private equity analyst intern at Access Capital Partners, a leading European manager and advisor of private equity, private debt and infrastructure funds. At Access Capital Partners, Mr. Varisano assisted with the business development of the company. Prior to that, he was an investment banking analyst intern at Merodis, an independent Brussels-based M&A boutique, where he provided support for M&A advisory services and developed a particular expertise on the technology, communication and healthcare industries. Mr. Varisano received his Bachelor and Master of Business Engineering from the Solvay Brussels Business School. Mr. Varisano is registered with FINRA and holds the Series 79 and 63 licenses.

Mr. Williams has over 10 years of deadline-driven manufacturing, cross-functional operations management and asset allocation strategies.  Prior to joining Montminy & Co., Mr. Williams worked for L3Harris Technology as an Operational Manager where he managed a wide range of projects and a diverse team of over 50 employees.  Mr. Williams holds his Master of Business in Finance from Pepperdine Graziadio Business School. He attended California Polytechnic State University where he received his Bachelor’s in Manufacturing Engineering.

Mr. Zamparini has over five years of investment banking experience, having joined Montminy & Co from our Analyst Intern program where he assisted as a generalist in both M&A transactions and strategic value advisory assignments. Prior to Montminy & Co, Mr. Zamparini was a Finance Intern at RJS Law, a tax law firm based in San Diego, CA. A native of Italy, Mr. Zamparini moved to the United States in 2017 and graduated from the University of California, San Diego in 2021 with a B.S. in Management Science, and a Minor in Business.

Mr. McCauley has three years of investment banking experience, having joined Montminy & Co from our Analyst Intern program.  He is an industry generalist in middle market M&A. Prior to Montminy & Co, Mr. McCauley was an investment banking analyst intern at The Dak Group based in New York City. As an intern for The Dak Group, Mr. McCauley assisted with navigating strategic options for growth and expansion and pursuing successful exit strategies for clients.  Prior to that, he was an investment analyst intern for B. Riley Securities based in Orange County, CA. Mr. McCauley holds his B.S in Finance and Accounting from Chapman University.

Ms. Mehta has three years of investment banking experience, having joined Montminy & Co. from our Analyst Intern program. Prior to Montminy & Co, Ms. Mehta was an Investment Research Associate at Metamora Growth Partners, a private equity company based in San Francisco, CA. Prior to that, she was an Investment Analyst for Bajaj Capital based in India where she was involved in capital market analysis, consulting, and capital raising. Ms. Mehta holds her B.S in Finance and Management from Purdue University, and a Master’s degree in Finance from Pepperdine University.

Mr. Park has over 15 years of accounting experience in the financial services industry. For the last 10 years, he has been a key participant in the financial and accounting activities of Montminy & Co. Today, Mr. Park manages the accounting and finance functions of Montminy & Co. and its affiliates, including preparation and consolidation of financial statements, analysis of management reports, general ledger, budgeting, cash management and risk management. In conjunction with the firm's CEO, FINOP and outside auditors, Mr. Park handles associated regulatory filings including annual audit procedures.

With over 10 years of experience as an Office Administrator and Executive Assistant, Mrs. Hashiguchi brings a wealth of relevant skills to any administrative role. Throughout her career, she successfully supported senior executives, managed office operations, and ensured seamless workflow. Her strong attention to detail, excellent organizational skills, and ability to multitask have enabled her to excel in fast-paced environments.  In addition to her administrative expertise, she has over ten years of copywriting experience, and has worked on various projects to hone her writing skills and develop an understanding of effective communication strategies.  Mrs. Hashiguchi holds a Bachelor of Fine Arts in Kinetic Imaging from Virginia Commonwealth University.

Ms. Rubbo brings 10 years of administrative experience to Montminy & Co’s admin department. She brings excellent communication, interpersonal skills and expertise streamlining processes to the firm’s office administrative functions including facilities, marketing, technology, human resources, and external vendor management. Prior to joining Montminy & Co., she was the lead administrator for a consumer services company based in Carlsbad, CA.  Prior to that, she worked as a receptionist at a medical device company. Ms. Rubbo is pursuing her degree in Business Administration at Santa Monica College.

Mr. Bakhshandehpour is the CEO & José Andrés Group (“JAG”), a restaurant and media company. Driven by the mission of “Changing the world through the power of food," JAG's platform spans 40+ world-class restaurants across nine markets globally, including the 2-Michelin starred minibar by José Andrés and numerous Michelin Bib Gourmand restaurants. He also runs José Andrés Media (JAM), which produces food-related cultural content across scripted and unscripted media channels - film and television, books, podcasts, and digital content, including the Emmy-award winning series José Andrés and Family In Spain and The New York Times bestselling Zaytinya cookbook. JAG also houses numerous global partnerships as well as a consumer products platform offering best-in-class products from around Spain.

Through his hospitality investment platform, The Silverstone Companies, Mr. Bakhshandehpour has made numerous investments including The Electric Jane (private membership club and live music lounge / restaurant), Cultivate Hospitality (F&B programming), Bazaar by José Andrés, and select other hotel, restaurant and lifestyle properties. Named one of the “Most Important People in Hospitality” on the Observer’s 2023 Dining and Nightlife Power List, he previously served as President & CEO of sbe Entertainment, a private-equity backed hotel, restaurant and nightlife company with over 80 properties globally.

Mr. Bakhshandehpour started his career on Wall Street with J.P. Morgan Securities running the Global Casino and West Coast Real Estate & Lodging Investment Banking practice focused on M&A and capital raising.

Mr. Bakhshandehpour holds a Bachelor of Science degree in Business Administration from Georgetown University’s McDonough School of Business. He serves on the board of Shift4 (NYSE: FOUR) as an Independent Director and member of the Audit and Compensation Committees. Sam also serves on the Restaurant Advisory Boards for both Fiserv Inc (NYSE: Fl) and Bilt Technologies, Inc. He is currently a member of Boutique & Luxury Lodging Association (BLLA)’s 2025 Advisory Board and Food & Beverage Committee.  Previously, he served on the boards of The New Home Company (NYSE: NWHM), including the Audit and Compensation Committees, and Georgetown University McDonough School of Business' Board of Advisors. He is a trustee of Federal City Council (FC2) and a founding member of the Georgetown Wall Street Alliance West. Mr. Bakhshandehpour is also an active member and former Chair of the Bel Air Chapter of YPO.

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Mr. Lewis has over 30 years of experience as a leading investor, entrepreneur and advisor operating within the nexus of media and technology.  He currently serves the Chairman of advanced holographic technology company, Campfire.  He was the co-founder and CEO of RealD, where Mr. Lewis was responsible for building the company into a globally recognized visual technology leader. RealD pioneered digital 3D cinema by designing and licensing cutting-edge technologies that enable a premium viewing experience in the theater, at home and on personal devices.  Previously, Mr. Lewis was CEO and Co-Founder of L-Squared Entertainment, an award-winning digital entertainment studio. Prior to L-Squared, he served as Senior Vice President of InterMedia/FilmEquities Inc., a media investment banking and advisory company.

Mr. Lewis has been named in The Hollywood Reporter “Digital Power 50” and as one of the publications “Innovative Voices” he has also been honored by the Producers Guild of America with the Vanguard Award in recognition of achievements in new media and technology. He is also the recipient of The Edison Innovation Foundation’s Thomas Alva Edison Innovation Award and UCLA School of Neurosurgery’s Visionary Award.  He is widely quoted on the advancements in cinema, media and technology in such publications as The New York Times, Financial Times, Los Angeles Times, Forbes, Wall Street Journal and Daily Variety, and has appeared on CNN, CNBC, Fox News, ABC News, MSNBC, 60 Minutes and CBS News.  Mr Lewis is an active member of multiple community and national business organizations and is a marquee donor to the Motion Picture Television Fund.

Mr. Martin has 25 years of experience as an investor and advisor focused on early stage, growth stage, secondary and employee stock option loans. He is the Founder and Managing Director of Archer Venture Capital, a venture capital fund focused on emerging IT and digital media investments. Prior to founding Archer, Mr. Martin was a partner with Redpoint Ventures. He is the co-founder and Chairman of BetheBeast, co-founder and Vice-Chairman of Nurocor Software, and sits on the boards of Sovrn and QMerit.  Previously, Mr., Martin was the CEO of True(X) Media. Prior to that, he led and exited investments in TrueCar (TRUE), 2U (TWOU), SquareTrade (sold to AllState), Shopkick (sold to SK Telecom), True(X) Media (sold to Fox), Yodlee (YDLE), Networks in Motion (sold to TSYS), Alacra (sold to Opus Global), TelASIC Communications (sold to MTI), Simula Labs (sold to Exist Labs), Webvisible (sold to The Berry Company) and Akana Software (sold to RogueWave). Mr. Martin was also actively involved with Redpoint’s investment in MySpace (sold to NEWS). Previously, he was an investment banker with Donaldson Lufkin and Jenrette's Technology Group and before that, with Smith Barney where he focused on cross-border M&A and financing transactions. He is also co-owner of Rainmaker Securities, a merchant bank focused on private securities transactions. Mr. Martin is a past board member of the Los Angeles Venture Association (LAVA) and an Advisory Board member of the Tech Coast Angels and the San Diego Venture Group.  Mr. Martin is a Carter Scholar from the UCLA Anderson School of Business and holds a Bachelor of Commerce degree from the University of Calgary. He is registered with FINRA and holds the Series 7, 63 and 24 licenses.

Dr. Zelana Montminy is a renowned behavioral scientist, a prominent figure in Positive Psychology and the author of bestselling books Finding Focus and 21 Days to Resilience. Names as one of Maria Shriver’s Architects of Change, Dr. Montminy has advised hundreds of industry leading companies and has partnered with a variety of schools, universities and non-profits on resilience and health & wellness programming. As a public speaker and consultant, some of her corporate clients include American Express, KPMG, Coca Cola, IBM, Estee Lauder, Bank of America, Capital Group, Adidas, Victoria’s Secret, HMS Host, New Balance, Honey, Wedderspoon, Suja, Smashbox, Chobani, as well as organizations such YPO, DEA and Big Brothers Big Sisters of America.  An advocate of mental fitness and cultural myth-busting, she appears regularly on shows such as Access Hollywood, The Today Show, Good Morning America, The Dr. Oz Show, The Doctors, PopSugar, and Power Up!, Good Morning L.A., among others.  Dr. Montminy has been featured in publications such as Huffington Post, Forbes, L.A. Times, the Globe & Mail, Real Psychology Today, Simple, Health Magazine, Parents, Redbook, Better Home & Gardens and People.  Dr. Montminy currently serves on several community and philanthropic advisory boards including the Los Angeles Advisory Council for Common Sense Media, the US Olympic and Paralympic Committee, The Council of the Library Foundation of Los Angeles and the Lovevery Scientific Advisory Board.  She previously served on the Happiness Institute of Applied Research, as well as numerous committees of YPO in Los Angeles, the Pacific region and globally.  Dr. Montminy has a Doctor of Psychology from the Chicago School of Professional Psychology, a Certificate in Nutrition from Cornell University and holds a Bachelor of Science, Honors, from Pomona College.  She is a published author in over 16 languages and has enjoyed a wide-spanning performing arts career, including national anthem performances for the San Diego Padres, Boston Red Sox, commercial and music video appearances and national poetry awards.

Morgan Wandell is an industry-leading television executive and producer who has been responsible for some of the most iconic and genre-defining series of digital streaming and broadcast television, including the Apple TV+ limited series “The Masters of the Air” from Tom Hanks and Steven Spielberg, “Monarch: Legacy of Monsters,” starring Kurt Russell; Amazon Studios’ Emmy-winning “The Marvelous Mrs. Maisel,” “Tom Clancy’s Jack Ryan,” “The Man In the High Castle,” and Golden Globe-winning “Goliath,” starring Billy Bob Thornton.  As Head of International Content Development at Apple TV+, Mr. Wandell leads content teams to develop and produce ambitious series around the globe to surprise and delight audiences. His most recent work includes the upcoming series “The New Look” about the iconic fashion designers Coco Chanel and Christian Dior, the science fiction series “Constellation” from Emmy-winning director Michelle MacClaren and starring Noomi Rapace, Taika Waititi’s adaptation of “Time Bandits,” and Oscar-winning filmmaker Alfonso Cuaron’s thriller “Disclaimer,” starring Cate Blanchett, Kevin Klein, and Sasha Barron Cohen. He also is responsible for the International Emmy-winning series “Tehran” among other shows.

Before joining Apple TV+, Mr. Wandell launched international originals for Amazon Studios after Prime Video’s expansion into over 200 countries. He played a key role in delivering local originals at the highest level of quality, including Indian-set series “Inside Edge,” “The Family Man,” and “Breathe,” the Spanish language thriller “El Candidato,” and the Emmy award-winning co-production “A Very English Scandal,” starring Hugh Grant. Previously top his international role, Mr. Wandell built and lead the drama series team in the early days of Amazon Studios, overseeing development of “Bosch,” “Sneaky Pete,” and “Patriot.”  Prior to that, Mr. Wandell also served as a senior executive at ABC Studios, where he led the teams responsible for the development and production of hit series, such as “Desperate Housewives,” Grey’s Anatomy,” “Lost,” “Ugly Betty,” “Brothers and Sisters,” and “Criminal Minds.” Under his leadership, ABC studios expanded from one series on the air to over twenty in less than five years.   A native of Champaign, IL, Wandell graduated with honors from Claremont McKenna College with a BA in Economics.

Mr. Weiss is the founder of Terrapin Palisades Ventures LLC, a private investment firm focused on real estate and agricultural assets.  Prior to founding Terrapin Palisades, Mr. Weiss was the co-founder and managing member of Terrapin Partners LLC and Terrapin Asset Management LLC. Terrapin Partners LLC is a private investment entity founded in 1998 with a focus on private equity and venture capital. Terrapin Asset Management LLC is an asset management company founded in 2001. As of Mr. Weiss' departure in 2009, it managed almost $400 million of institutional and high net worth client assets in hedge fund strategies. In 2005 it implemented one of the first hedge fund strategies dedicated to the global water sector (e.g., water filtration, infrastructure, utilities).

Previously, Mr. Weiss was the CEO of Aldabra 2 Acquisition Corp., a blank check company which raised $414 million of gross proceeds in its 2007 IPO. In 2008, Mr. Weiss became a director of Boise Inc. (NYSE: BZ) when Aldabra 2 acquired the paper and packaging assets of Boise Cascade LLC in a transaction valued at approximately $1.6 billion. Mr. Weiss served as a director through 2013 when Boise was sold to Packaging Corporation of America in a transaction valued at approximately $2 billion. Prior to that, Mr. Weiss was the CEO of Aldabra Acquisition Corporation, a blank check company which raised $55.2 million of gross proceeds in its 2004 IPO. In 2006, Aldabra merged with Great Lakes Dredge & Dock Corporation (NASDAQ: GLDD), the largest provider of dredging services in North America, in a transaction valued at more than $400 million. Mr. Weiss served as a director of Great Lakes from 2006 until 2018 and at various times chaired its compensation committee.

Mr. Weiss received his JD degree, cum laude, from Harvard Law School, and graduated with highest distinction and honors in economics from the University of Michigan. Mr. Weiss previously served as Vice Chairman of the Humane Society of the United States ("HSUS"), one of the largest animal protection organization in the world. He was the Chairman of HSUS' Investment and Pension Trust Committee (which had more than $200 million of assets), the Chairman of HSUS' Risk Management Committee, and he served on HSUS' Executive Committee. He is a member of YPO.

We maintain a skilled team of analysts and interns recruited directly from major universities, leading investment banks and private equity firms. Our intern program is highly sought after and has led to full-time employment at Montminy & Co. as well other leading investment banks. We also enjoy, on an as-needed, basis exclusive access to additional junior professional resources through our affiliated companies and strategic partners.