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Wednesday, Feb 8, 2023

Most Influential Private Equity Investors & Advisors: Joel Montminy


President & CEO

Creo | Montminy & Co.


Joel Montminy is known both 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, 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. Montminy leads both CM&Co.’s operations as well as spearheads client assignments across the globe, including cross-border and domestic M&A, 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 sell-side M&A mandates totaling approximately $500 million in deal volume.

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