CREO | Montminy & Co. (CM&Co.) is a boutique investment bank providing middle market clients with the highest level of strategic and financial advisory services. We serve as trusted advisors to companies, entrepreneurs, investors, boards, and families, delivering custom-tailored solutions in strategic and financial matters, including mergers & acquisitions. We are a privately-owned and operated firm, allowing us to deliver objective advice designed to maximize the goals that matter most—those of our clients.
Our firm was founded in 2009 by Joel Montminy and a group of professionals with a shared passion for building a different investment bank. After years of observing investment banking consolidation, market turmoil, and conflicted advice, we set out with a clear objective: provide trusted, forward-thinking solutions to meet the specialized needs of middle market growth companies. On that entrepreneurial ethos, we have been fortunate to have grown every year since inception.
Our veteran dealmakers have earned their stripes at some of the industry’s leading investment banks, private equity firms, consulting firms and C-suite operations. We bring that expertise to the middle market, where we leverage deep relationships and extensive experience by industry, domain and geography. We have built a reputation for unconventional thinking and a problem-solving approach in value creation transactions.
In 2017, our firm was renamed CREO | Montminy & Co., reflecting our new direction while honoring the history with the CREO Group, LLC. We believe that our history as both advisors and investors, provides us with intimate knowledge of the respective challenges and opportunities faced in each sector we serve.
Based in Los Angeles, a global center of the middle market, we believe in the power of entrepreneurial capital and commerce to improve the world. We also believe in taking responsibility for the consequences of actions on society and the planet. We believe that if we love what we do, continually improve how we do it and trust in why we do it, then we will routinely achieve and exceed client expectations.
We manage each client engagement with the following tenets:
In our daily effort to maximize opportunities for our clients, we have established proprietary strategic alliances with select firms to extend our geographic reach and/or capabilities. Where needed, we enjoy partnerships with firms that bring deep sector or service capabilities. We also have global access to over 500 deal professionals and resources in over a dozen countries. These collaborative alliances provide us with unique and timely access to people, resources and market intelligence, addressing local cultural, political, regulatory, and tax issues.
We know what it means to take entrepreneurial and capital risk. The ability to acutely understand both the investor and principal mindset makes us uniquely positioned to provide the best possible guidance. Unlike other advisory firms, our professionals have deployed billions of equity capital on behalf of institutional investors into consumer, food, lodging & leisure and technology. As professional advisors today we occasionally review opportunities into which we can invest or co-invest in private companies where we see the opportunity to add value. Additionally, our CREO private equity and hedge fund affiliates have invested over $400 million of capital across multiple segments of food, consumer and financial services. Any CM&Co. and CREO affiliate investments involve separate management, independent review and decision making and regulatory compliance.
We believe in a culture of commitment to operate in our communities with the utmost integrity and social responsibility. Our firm also embraces a variety of health / wellness and active lifestyle events throughout our community. Our professionals are proud to give back and participate wherever we can towards our greater community good. The firm regularly supports many non-profit organizations and programs, such as those dedicated to the promoting entrepreneurship, arts, education, the environment, and services for women, children and the homeless.