Years in Practice: 20
Years with Current Firm: 9
Specialty or Industry Focus: M&A, Capital Markets, Strategic Advisory
Joel Montminy is known for his outstanding track record in M&A, helping reshape many Los Angeles businesses for the better and his entrepreneurship in founding, building and leading an L.A.-based investment bank with a fully registered broker-dealer. In 2009, in the heart of the Great Recession, Montminy chose to take the entrepreneurial leap to build a boutique investment bank, forming CREO Capital Advisors, later renamed CREO | Montminy & Co. in 2017. CM&Co. has grown profitably every year since inception, representing over 100 clients in various corporate finance activities. Today, CM&Co. ranks as the 12th largest investment bank in Los Angeles.
Montminy leads both CM&Co.’s operations as well as spearheads client assignments across the globe, including 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. In the past 12 months, Montminy has personally completed 10 sellside M&A mandates totaling approximately $500 million in deal volume.
