Montgomery Securities, Inc. (extinct)

Montgomery Securities, Inc. (extinct)

Montgomery Securities, Inc. (extinct)

Date Founded



600 Montgomery Street,San Francisco, CA 94111

Type of Company



Investment Banking & Brokerage
Investment Services & Portfolio Management

Company Description

Montgomery Securities was a west-coast investment bank based in San Francisco, California, that specialized in high technology and health care sectors. The firm was founded in 1978 by Thom Weisel. The bank was acquired by NationsBank Corporation on June 30, 1997. It competed in the same geographic region and market sectors as Robertson Stephens (acquired by BankAmerica Corporation) and Hambrecht & Quist (now part of JPMorganChase). The merger of BankAmerica Corporation and NationsBank Corporation, prompted NationsBank CEO Hugh McColl to propose to put the together the two investment banks, BancAmerica Robertson Stephens and NationsBanc Montgomery Securities.Ultimately the combination did not happen as Robertson Stephens was sold off in 1998 to FleetBoston. Though, FleetBoston was later acquired by Bank of America in 2004, Robertson Stephens was closed in 2002. Montgomery Securities is the predecessor of Banc of America Securities.

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Recent Transactions
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BUCA, Inc. issued USD Common Stock

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Exchange Applications, Inc. issued USD Common Stock

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Cleveland Indians Baseball Co., Inc. issued USD Common Stock

Transaction Clients

Advised on Abercrombie & Fitch Co. issued USD Common Stock

Selling Group Member

Advised on American Standard Companies, Inc. issued USD Common Stock

Investment Advisor

Advised on Aspen Technology, Inc. purchases Dynamic Matrix Control Corp.

Transaction Advisors
Legal Advisor

Advised onNCO Group, Inc. issued USD Common Stock

Investment Advisor

Advised onNationsBank Corp. purchases Montgomery Securities, Inc.

Legal Advisor

Advised onNEOMAGIC CORP issued USD Common Stock

Advisors & Consultants

Co-Founder at Wuhoover & Co. LLP

Legal Advisor

Partner, Head of US Technology at Freshfields Bruckhaus Deringer LLP

Legal Advisor

Partner at Wilson Sonsini Goodrich & Rosati PC

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