Experience and Capabilities
That Put Clients First
We know our greatest assets are our people and our reputation and we guard it carefully. We enjoy a
strong esprit de corps—fostering teamwork, collaboration and entrepreneurship. Unlike some of our
peers focused on a quick or one size fits all solution, our professionals have extensive advisory,
investment and operating backgrounds which we leverage for thoughtful, highly-bespoke solutions. As
opposed to the leverage model used by many firms, we commit the full resources of the firm including
senior professional skill and attention to manage the entirety of every engagement. Coupled with our
core tenets of trust, integrity and unconventional thinking—the outcome are exceptional results for
Mr. Almoayed is a renowned business and civic leader in the Middle East based in the Kingdom of Bahrain. He is a Managing Director for Khalid Almoayed & Sons, a multi-generational family-owned holding company that has helped develop and deploy dozens of western business concepts in both Bahrain and throughout Middle East. Mr. Almoayed’s broad industry experience ranges from technology, transportation, hospitality, lodging and leisure, among others. Prior to his family business he worked at both IBM and with Apple. Mr. Almoayed has served as Chairman of the Gulf Tourism Association, Chairman of the Travel Association of Bahrain, as well as on the Board of Directors of the Tourism Authority and YPO. Mr. Almoayed graduated from Gettysburg College with a Bachelor’s Degree in Politics and Economics of International Business, and holds a Master’s Degree in International Political Economy from the University of Birmingham.
Mr. Randeree is a London-based philanthropist and experienced entrepreneur with extensive international background in commercial real estate, venture capital and investment banking. Mr. Randeree has served on the UK Government’s Asia Task Force and the Ethnic Minority Business Task Force. He is the ex-Chairman of EIIB Bank plc and founding director of IBB Bank plc. Currently, Mr. Randeree is the Chairman of DCD London & Mutual plc., Deputy Chairman of Al Baraka Bank South Africa and Chair of Governors of the Westminster Academy. As a philanthropist, Mr. Randeree has been awarded as Commander of the Most Excellent Order of the British Empire (CBE) for his outstanding services to business, education and charitable causes. He continues his charitable efforts as the Chancellor of the University of East London and as a Council Member Trustee of the Prince’s Trust and Chair of Mosaic, founded by HRH Prince of Wales. Mr. Randeree is also an active member of YPO having served on its Board of Directors. He graduated from Kingston University with a Bachelor’s Degree in Accounting and Finance, and received his MBA from Schiller International University London.
Mr. Weiss is the founder of several private equity, hedge fund and venture capital firms managing nearly $1 billion of institutional and high net worth client assets. Prior to his fund management career, 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 serves as a director of Great Lakes. Previously, Mr. Weiss served as CEO of PaperExchange.com Inc. and COO of e-STEEL LLC, both Internet-based business-to-business exchanges, and the Managing Member of American Classic Sanitation LLC, a temporary site services business focused on the construction and special event industries.
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"), the largest animal protection organization in the world. He is the Chairman of HSUS' Investment and Pension Trust Committee (which has more than $200 million of assets), the Chairman of HSUS' Risk Management Committee, and he serves on HSUS' Executive Committee. He is an active member of YPO.
President & CEO
Mr. Montminy founded and leads our firm, spearheading its operations, growth and client
assignments across the globe in all facets of corporate finance. For over 25 years, Mr. Montminy
has led professional service firms and initiated cross-border and domestic mergers and
acquisitions, leveraged and management buyouts, and 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 products, retail, hospitality & leisure,
business services, technology and entertainment. Mr. Montminy has led over $5 billion of middle
market transaction volume, including $1 billion of cross border transaction volume in over 20
countries. He has led CM&Co.'s most notable transactions, setting many market peak values for
sell-side transactions. Prior to forming CM&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 on the firm's
Management Committee, helping double the firm to nearly 500 professionals in less than five
Mr. Montminy frequently serves as an industry expert and is regularly quoted by the financial
and trade press. In 2019, Mr. Montminy was named by the Los Angeles Business Journal as one of
the “500 Most Influential People in Los Angeles”. He has received many finance industry awards
for transactional success, including being named in 2019 and 2018 by the Los Angeles Business
Journal as one of the city’s “Most Influential Investment Bankers”. He has been nominated by The
M&A Advisor for “Investment Banker of the Year”, “M&A Deal of the Year”, “Consumer Products
Discretionary Deal of the Year” and “Industrials Deal of the Year” in 2017, winning
“International Consumer Products & Retail Deal of the Year” in 2014, “40 Under 40” in 2012, and
“Financial Services Deal of the Year” in 2005.
Mr. Montminy serves on a half dozen business and non-profit boards. He is an active member of
Young Presidents’ Organization (YPO) serving on its Board of Directors from 2017–2020. YPO is
the premier leadership organization of chief executives in the world, with 27,000 member-run
companies employing more than 22 million people in 130 countries and generating USD $9 trillion
in annual revenues. Mr. Montminy actively supports charitable organizations related to
entrepreneurship, youth, arts, and the environment. He holds an M.B.A. from the University of
Southern California and attended Case Western Reserve School of Law and a B.A. Summa Cum Laude
from Mercyhurst University, where he was an Academic All-American in ice hockey. Mr. Montminy is
registered with FINRA and holds the Series 7, 24, 27, 63 and 79 licenses.
Managing Director & COO
Mr. Allan brings to CM&Co. nearly 30 years of diversified investment banking and asset
management experience. He oversees operations at the firm and is responsible for institutional
relationships and strategic alliances. Prior to CM&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 and a member of Foothill Family Services Board of Directors.
Mr. Bakhshandehpour brings to CM&Co. nearly 25 years of experience in direct investing,
investment banking and operations. He is the CEO and Managing Partner of The Silverstone
Companies, a private hospitality Mr. Bakhshandehpour brings to CM&Co. nearly 25 years of
experience in direct investing, investment banking and operations. He is the CEO and Managing
Partner of The Silverstone Companies, a privately-held hospitality investment platform focused
on the hotel, restaurant and lifestyle sectors. Silverstone invests on behalf of a consortium of
family offices seeking investments in dynamic brands and operators. Mr. Bakhshandehpour is also
the Co-Founder and Principal of Cultivate Hospitality, a full-service food & beverage management
and consulting firm that connects real estate developers with industry-leading chefs and
restauranteurs. He also helped launch a media & entertainment direct investment platform for the
Fertitta brothers (UFC, Red Rock Resorts).
Previously, Mr. Bakhshandehpour served as President, CEO and Board Member of sbe Entertainment,
a Colony Capital portfolio company, where he was responsible for the Company's global strategic
growth and all operations across the Hotel, Restaurant and Entertainment Divisions, which
employed over 6,000 team members and had a global pipeline of over 4,000 hotel and residential
keys across 10 hotel properties and 70 restaurant and entertainment venues.
Mr. Bakhshandehpour was recruited to sbe with an extensive track record as a 15-year veteran of
Wall Street, spending over 12 years with J.P. Morgan Securities as the Head of Real Estate &
Lodging Investment Banking practice on the West Coast and the Gaming Investment Banking practice
globally focused on mergers & acquisitions and capital raising. He began his career as a
Financial Analyst with Deutsche Bank (formerly Alex. Brown & Sons) based out of New York and
Mr. Bakhshandehpour holds a Bachelor of Science degree in Business Administration from
Georgetown University’s McDonough School of Business. He currently serves on the board of The
New Home Company (NASDAQ: NWHM), and is a trustee of Georgetown University's McDonough School of
Business, and Carlthorp School. He is a founding member of the Georgetown Wall Street Alliance
West, and an active member of the Bel Air Chapter of the YPO. Mr. Bakhshandehpour is registered
with FINRA and holds the Series 7, 63 and 24 licenses.
Mr. Bratter has over 23 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 CM&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. Ghoreichi brings to CM&Co. over 20 years of experience in helping individuals, organizations
and businesses in the sports industry, among others. His expertise includes revenue
maximization, improve strategy, proper governance, investment decisions, and address commercial,
regulatory, organizational and structural matters. As Managing Director of Globus Sports
Advisors LLC, Mr. Ghoreichi’s clients include 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. 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 CM&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. Laver brings to CM&Co. over 30 years of real estate development, operations, sales and
investments for some of North America’s premier companies. He was a national Partner of Trammell
Crow Company in the early 1990s, 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 Bentall Kennedy). Since 2004,
Mr. Laver has operated and led several companies in the lifestyle real estate sector. He was
President of Intrawest's luxury residence club division, where he developed and sold successful
resort projects in California, Colorado, 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. In 2009 he co-founded Forte International, a lifestyle real estate marketing/sales
company that he continues to advise. In 2010 he became an owner of Sotheby's International
Realty Canada, building it into the largest franchise for that brand prior to selling the
business in 2014. Mr. Laver was educated at Principia College and Harvard Business School, and
is an active participant and speaker at real estate industry associations in the US and Canada.
Mr. Laver is registered with FINRA and holds the Series 63 and 79 licenses.
Mr. Leaman brings to CM&Co. over 35 years of diversified investment banking, accounting and
consulting experience, both in the US and UK. Prior to CM&Co., Mr. Leaman was a board member,
consultant and outsourced CFO to over a dozen Los Angeles-based companies. He has successfully
concluded over 50 transactions. Previously, Mr. Leaman served in senior leadership positions in
banking, founding in the UK Buckingham Corporate Finance and Invex Corporate Finance, as well as
serving as a partner at Blick Rothenberg. He has served as a public company board member to
Enteq Upstream PLC, Markheath PLC and Octopus Investments VCT3 PLC, an energy fund. Mr. Leaman
is the current Chair of the CFO Leadership Forum in Los Angeles, a founder of the LA Chapter of
the Private Directors Association and on the Board of the Jewish Federation of Los Angeles’ CSI.
He is also a Fellow of the Institute of Chartered Accountants (FCA) in England and Wales and
former Vice-Chair of the Corporate Finance Faculty. He graduated with Honors from the University
of Manchester, England. Mr. Leaman is registered with FINRA and holds the Series 63 and 79
Mr. McCracken brings to CM&Co. nearly 30 years of experience and relationships as a business
operator, consultant, investment banker and venture capitalist. He leads the firm’s Media &
Entertainment sector focus. Prior to joining CM&Co. he was the General Partner of MCM Venture
Partners, a boutique strategic advisory firm focused on early-stage, high-growth companies
across multiple industries specializing in entertainment, digital media and e-commerce. Mr.
McCracken has successfully advised major networks, preeminent talent management firms, film and
television conglomerates, Hollywood based editorial and production companies, lifestyle TV
properties, as well as environmental consulting and design firms. In his capacity at MCM, he
also served as the executive coach and thought-partner to over 75 CEO's, Senior Partners and
studio heads across dozens of organizations including TV & film studios, production companies,
talent management agencies, digital media start-ups and Fortune 500 consulting firms.
Mr. McCracken has also served as CEO, COO and CFO in several companies, including a start-up
college campus-based experiential marketing company, a digital entertainment start-up focused on
producing premium mobile content for the millennial audience, and a leading health and wellness
supplement retail and e-commerce company. Previously, Mr. McCracken was President & COO of UGO
Entertainment, a leading online lifestyle property which he sold to Hearst Corporation in 2007.
During his career at UGO, Mr. McCracken successfully managed the operational integration of over
7 sizeable acquisitions made by the Company and raised over $102 million in 13 financings and
two recapitalizations over an 11-year period. Prior to UGO Entertainment, Mr. McCracken worked
as an Associate in the Investment Banking divisions of Donaldson, Lufkin & Jenrette (DLJ) in Los
Angeles and Salomon Brothers on Wall Street, advising public and private companies on M&A, debt
and equity capital raising and corporate restructurings. Additionally, he participated in
various principal investments made by DLJ’s venture capital division, GRP Partners (renamed
Upfront Ventures), as well as DLJ’s Merchant Banking Group in the media, technology, retail and
healthcare verticals. As an Analyst at Salomon Brothers, he worked on the Equity Capital Markets
desk advising companies on initial and secondary public market offerings. Prior to joining
Salomon Brothers, Mr. McCracken served as the Director of Business Development at Intel Japan in
Tsukuba, Japan, reporting to the President.
Mr. McCracken received his Bachelors in Foreign Service with Honors in International Business
Diplomacy and Japanese language proficiency from Georgetown University. Mr. McCracken was an
All-American track athlete and the recipient of the School of Foreign Service Scholar-Athlete
Award. He received his Masters in Business Administration from Harvard. Mr. McCracken is
registered with FINRA and holds the Series 63 and 79 licenses.
Mr. Riggins brings to CM&Co. over 30 years of experience in a variety of corporate finance
activities including financial management, cross-border and domestic mergers and acquisitions,
valuation, turnarounds, strategic planning, business process design and business combinations.
Prior to CM&Co., Mr. Riggins was Director of Client Services at the Corum Group and assisted in
the completion of over $600 million in sell-side transactions for 20 clients in the software and
IT Services industries. Previously, Mr. Riggins held senior leadership roles in three
entrepreneurial companies, for which he raised capital, helped grow, and eventually led
successful exits. Prior to that, Mr. Riggins spent 10 years at the ParaMarketing Group, a
business strategy and marketing consultancy that helps clients develop go-to-market strategies
for new products, service offerings and process redesigns where his clients included Adobe, IBM,
Hitachi Data Systems, Cisco, Docent, Segate and Adaptec. Mr. Riggins started his career as an
audit partner at KPMG Peat Marwick, where for 21 years he provided audit and financial services
to a wide range of privately held and public clients. Mr. Riggins holds a Bachelor of
Administration and Accounting Degree from the University of Washington, and previously was
licensed as a CPA in Hawaii, Guam and Washington State.
Mr. Spector brings to CM&Co. a combined 40 years of experience in investment banking and
operational leadership. He has successfully completed numerous transactions, advising both
public and private companies on strategic alternatives, and served for more than two decades as
CEO operating multiple food manufacturing companies. His skills include turnaround management,
operations and financial restructurings and crisis management, Mr. Spector’s food industry
expertise spans packaged snacks, meat, meat snacks, branded and private label consumer items,
refrigerated and frozen foods, grocery/center of the store products, bakery and food
distribution. Prior to joining CM&Co., Mr. Spector was a principal at JH Chapman Group, an
operating partner at FocalPoint Investment Advisors, and head of consumer banking at Ferris
Baker Watts, in Baltimore, MD. Mr. Spector was educated at both Ohio University and Johns
Hopkins University, and completed the Harvard Business School’s Owner-President Management
Program. He has served on the boards of Rymer Foods (NASDAQ:RYMR), La Parisienne Bakery, and the
University of Maryland’s William Smith Graduate School of Business and Management-Dingman Center
and currently serves on the board of Saval Foods and Deli Brands. Mr. Spector is registered with
FINRA and holds the Series 7 and 63 licenses.
Senior Vice President
Mr. Iqbal has eight years of diversified investment banking experience. He is involved in
CM&Co.’s most notable transactions and supervises the firm's team of junior professionals. Prior
to joining CM&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. 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. Mr. Iqbal is registered with
FINRA and holds the Series 63 and 79 licenses.
Mr. On has six years of investment banking and private equity experience in a broad range of
industries. Prior to joining CM&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 ten years of generalist management, investment banking and private equity
experience. Prior to CM&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 three years of investment banking and private equity experience in a broad
range of industries. Prior to joining CM&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. Liu brings to CM&Co. investment banking and private equity experience in a wide range of
industries. Prior to joining CM&Co., Mr. Liu was an Analyst Intern at CEC Capital, a leading
international investment bank headquartered in Beijing with office in Los Angeles. At CEC
Capital, Mr. Liu focused on cross-border M&A and capital raising transactions in the technology
and healthcare industries. Prior to that, he was an Analyst Intern at Solganick & Co., where he
provided support for M&A advisory services to technology companies. Previously, Mr. Liu was an
Analyst Intern at Avon Growth Management, a private equity search fund in Los Angeles. Mr. Liu
received his B.A. in Business Economics, Cum Laude, from the University of California, Los
Angeles. Mr. Liu is registered with FINRA and holds the Series 79.
Yao Lu has three years of generalist investment banking, asset management, and wealth management
experience. Most recently, he was an Associate at Capital Stone Holdings, a privately held
international private investment firm focusing on venture capital, buyouts, and real estate
related asset management headquartered in Los Angeles. While at Capital Stone, Mr. Lu focused on
fund raising and mergers & acquisitions for transactions in the real estate and food industries.
Preceding his time at Capital Stone, Mr. Lu was an Associate at Ping An Trust Co., Ltd., where
his group provides private wealth management and asset management services to institutional
clients. Mr. Lu graduated from the University of Toronto with a Bachelor of Science in Actuarial
Science and Economics.
Vice President, Finance
Mr. Park brings to CM&Co. over 10 years of accounting experience in the financial services
industry. He provides accounting support to CM&Co. and the CREO Group, including the accounting
functions, preparation and consolidation of financial statements, analysis of management
reports, general ledger, and budgeting. In conjunction with the firm's CEO, FINOP and outside
auditors, Mr. Park handles associated regulatory filings including annual audit procedures.
Previously he founded and led the Pro Academy Center.
Ms. Lyon has seven years of administrative, operational and accounting experience in the
financial services and entertainment industries. She manages all aspects of CM&Co.’s operations
including accounting, compliance, facilities and human resources. Prior to CM&Co., Ms. Lyon
worked at GHC Housing Partners and Direct Cinema Limited. Ms. Lyon graduated from the University
of California at Los Angeles with a B.A. in History and is currently working towards obtaining a
Dr. Montminy is a renowned author, television host and consultant to executives, celebrities and
corporations on matters of health, wellness and mental fitness. She provides support to CM&Co.
on various client matters and guides the firm’s environment towards a motivated, success-driven
and human-centric company culture. She is a member of the American Psychological Association,
serves on several Scientific Advisory Boards including the Institute for Applied Positive
Research and Lovevery, and is a Director in the Montminy Group. She graduated with Honors from
Pomona College and holds Masters and Doctorate degrees in Clinical Psychology from the Chicago
School of Professional Psychology, along with a Certification in Nutrition from Cornell
Dr. Montminy has advised and partnered with industry leading companies such as Saks Fifth
Avenue, Coca-Cola, Estee Lauder, Smashbox, Nivea, Chobani, PopSugar, Dove, Downy, Gillette,
Adidas, New Balance, Reebok, Victoria’s Secret, Physique57, Fabletics, Thrive Market, Foodstirs,
Lorna Jane, Flywheel, Suja Juice, Amazing Grass, Wedderspoon, Gaia Herbs, Lovevery, HMSHost,
KPMG, Bank of America, Capital Group, Soho House. She has partnered with non-profits such as the
JUMP! Foundation, YPO, Common Sense Media, The Giving Keys, and a variety of schools and
universities around resilience programs, including the University of California, Los Angeles,
Pepperdine University, Pomona College, Business School of Latvia, Wharton School of Business,
University of Pennsylvania, National Association of Women’s Business Owners, Los Angeles
Business Journal, Commercial Real Estate Women Network and the Oregon Department of Education.
Ms. Silva provides a wide range of administrative and marketing support to CM&Co. Previously, she worked at NBC Universal, Chrome Cycle Studio and BLANKSPACES, where she oversaw operations and community management. Ms. Silva’s career experiences span across several fields, including graphic design, brand development, and administration. She has a multi-cultural background, having lived in São Paulo, Buenos Aires, and New York. Ms. Silva graduated from NYU Stern School of Business with a Bachelor’s in Business Administration, focusing both on marketing and digital design.
Analysts & Interns
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 CM&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.
Mr. Fox joins CM&Co. with nearly 25 years of diversified investment banking and legal
experience. He has advised public and privately held companies on a wide range of topics
including mergers and acquisitions, capital raising, financial restructuring, and strategic
alternatives. Prior to CM&Co., Mr. Fox was a Managing Director in the Investment Banking Group
at Stout Risius Ross Advisors LLC, where he also served as the head of the Real Estate, Lodging,
and Leisure Investment Banking division. Previously, he co-founded Underwood, Fox & McClintock,
a boutique investment bank and strategic advisory firm specialized in Real Estate advisory.
Prior to that, Mr. Fox was a Managing Director at Houlihan Lokey’s Real Estate Strategic
Advisory Group, a Vice President of Investment Banking at Merrill Lynch, and the President of
Burlington Capital Markets Inc. where he created and executed new business initiatives that grew
revenue from approximately $30 million to $40 million. Mr. Fox began his career as an associate
at the New York law firm Skadden. He received his Bachelors in Business Administration from the
University of Michigan and holds a Juris Doctor from Columbia University School of Law. Mr. Fox
is registered with FINRA and holds the Series 7, 24, and 63 licenses.
Mr. MacLean is a highly sought-after apparel and retail industry expert and has served in senior
executive roles for leading international apparel brands, including Liz Claiborne, Seven for All
Mankind, Paige, Rock Revival, as well as executive roles at The Hudson Bay Company. Mr. MacLean
is founder of Trent MacLean Management Consulting, a firm specialized in servicing entry and
middle-market wholesale manufacturers and retailers. Over his career, Mr. MacLean has launched,
re-launched and integrated high-profile brands, established and leveraged international
distribution networks, crafted complex business plans, identified and trained executive talent,
and strategically prepared businesses for executing exit strategies and near-term liquidity
events. As a consumer strategist, he has extensive experience assessing businesses from the
bottom up-making them more cost-effective, organized, and smarter. Mr. MacLean graduated from
the University of Waterloo with a Bachelor Degree in Environmental Studies and is a guest
lecturer at the UCLA Anderson School of Management.