Rochdale Investment Management

Montgomery and Company, founded in 1986, specializes in providing investment banking solutions. The company offers capital formation advisory services to clients in the media and communication, aerospace, defense and technology sectors. It assists clients in various matters concerning mergers and acquisitions, including strategic evaluation, public-to-public mergers and divisional divestitures. Montgomery and Company acts as an engaged agent in the private placement of equity and debt securities. It provides security, application integration and development, and content, output and problem management services. The company additionally supports several child welfare and health care organizations, such as the Neighborhood Youth Association, American Heart Association and Boy Scouts of America. Montgomery & Company maintains offices in Kirkland, Wash.; New York City; and San Francisco, Santa Monica and Del Mar, Calif.