Wealth & Finance International 36 Sage Advice REO Capital Advisors is a growth focused investment bank providing clients with the highest level of strategic and financial advisory services. It serves as a trusted advisor to companies, entrepreneurs, investors, boards, and families, delivering custom-tailored solutions in strategic and financial matters, including mergers & acquisitions. The firm believes in trust, unconven- tional thinking and a problem-solving approach designed to maximize the goals that matter most—those of its clients. CREO’s veteran dealmakers have significant access and deep relation- ships both in geographic regions and industry segments of the middle market. Its clients receive the collective and collaborative support of the entire CREO team. CREO Capital Advisors is affiliated with the CREO Companies and its activities comprise of independent affiliates in both investment banking and investment management. A privately-owned and operated firm, delivering objective and client centric advice, the firm is based in Los Angeles, and operates on behalf of its clients throughout North Ameri- ca, as well as globally through its affiliate network. The firm was founded in 2009 by Joel Montminy and a group of middle market M&A professionals with a shared passion for building a visionary firm. After years of observing investment banking consolidation, market turmoil, and conflicted advice, it set out with a clear objective: to provide trusted, forward-thinking, entrepreneurial solutions to meet the ever changing and specialized needs of middle market companies. It steadily added clients, team members and capabilities and, by 2012, relocated to new head office in west Los Angeles. Mr. Montminy founded and leads the firm, spearheading its operations, growth and client assignments across the globe in all facets of corporate finance. For over 20 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 ad- visory assignments. He has advised founders, CEO’s 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 the CREO’s most notable transactions, includ- ing setting market pinnacle values for sell-side transactions. Prior to forming CREO, Mr. Montminy was Managing Director of Los Ange- les-based boutique investment bank Greif & Co., leading a broad range of middle market transactions and co-managing the firm’s expansion with its founder. He was previously Director of Business Development for multinational law firm Arter & Hadden, LLP and served on the firm’s Management Committee. Whilst still a relatively young firm, the deal veterans have earned their stripes at the world’s largest investment banks, top tier boutique invest- ment banks, leading private equity firms, and global accounting and consulting firms. Over the last twenty years, these professionals have collectively closed more than 300 transactions and advisory assign- ments exceeding $20 billion in aggregate transaction volume, including $5 billion of cross-border transaction volume in 15 countries. Every day, the firm strives to build on its track record of delivering the highest level of financial and strategic guidance to entrepreneurs, senior executives and boards throughout the middle market. The firm strongly believes that its greatest asset is its people and its reputation. The professionals and staff at CREO come from leading companies in the fields of investment banking, private equity, consulting and accounting and enjoy a shared passion for hard work, excellence and high ethical standards. As opposed to the leverage model used by many firms, CREO commits the full resources of the firm including senior advisor attention to every assignment, and believes its team brings unmatched personal skill and experience to manage the entirety of every engagement. It has deal-sav- vy team members operating with the core tenets of trust, integrity, expertise and unconventional thinking—all aimed at driving exceptional outcomes for clients. Company: CREO Capital Advisors Name: Joel Montminy Email:
[email protected] Web Address: www.creocapitaladvisors.com Address: 12100 Wilshire Blvd., Suite 150, Los Angeles, CA 90025 Telephone: + 1 310 230 8600 We take an in-depth look at the offerings of CREO Capital Advisors and delve into the history of the firm. C 1701WF34