Joel Montminy

Chief Executive, CREO | Montminy & Co.

THE LATEST: In 2018, Montminy led and closed more than $500 million in middle-market transactions and grew his eponymous firm to 20 professionals, including 13 registered representatives. A few of Montminy’s recent high-profile deals include the sale of Pacific Union International to Compass and the sale of Lance Camper to REV Group. He is representing high-profile Los Angeles based companies in esports, streetwear, food and logistics, among others.

BACKGROUND: Montminy has 25 years of investment banking experience. He launched the firm in 2009 as a partnership with private equity fund CREO Capital Partners. Montminy bought out CREO’s stake in 2015, rebranding the firm to CREO | Montminy & Co. He oversees the firm’s client and operational matters. Montminy is also chief executive of registered broker-dealer Montminy Securities and consulting firm Montminy Group.

WORTH NOTING: Montminy serves on private and nonprofit boards, as well as the Young Presidents’ Organization.


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