Case Studies

Global Asset Managers Expanding U.S. Reach

Situation: This global asset manager had established a beachhead in the U.S. market as part of a long-term initiative to offer a range of investment strategies and products to institutional investors. The U.S. market being highly competitive, it was no easy task to get the attention of consultants and investment committees of public pension funds, … Read more »

Latin American Investment Bank In The U.S. Market

Situation: This Latin American investment bank launched a business strategy to expand in both the U.S. and the U.K. markets. This occurred at the same time that institutional investors, following the credit crisis, were diversifying assets globally, especially in emerging markets. Central to the bank’s strategy was the objective to become the “go to” organization … Read more »

M&A Strategy

Situation: This global leisure and entertainment company, listed on the AIM in London and with investors in the UK, Europe and the US, was in a rapidly evolving market space. The rate of new entrants had declined dramatically. The market was “shaking out” into two main groups: the top-tier players with scale and geographic reach … Read more »

Merger Integration

Situation: When this large aerospace and defense contractor acquired a highly innovative small business technology company, it wanted to integrate the new team as quickly and profitably as possible. They needed to do this in a non-threatening way and show immediate return on the investment. Problem: The acquiring company did not have experience with this … Read more »

Corporate Competition

Situation: This medium-sized high-tech company found itself in the cross-hairs of an activist hedge fund with a long history of taking positions in a company and then launching a strategy to capture board positions and unseat top management. Its record guiding organizations was spotty and, in some cases, clearly negative. After a series of seemingly … Read more »


Situation: This financial services company – with a notable brand amongst institutions and retail investors – was facing three different legal actions. These involved both individuals and government regulators, including the SEC. The company's public relations strategy relied mostly on silence. The problem was that its critics in the litigation were speaking liberally to the … Read more »

Our Work

Bridge in Black and WhiteMontieth & Company’s clients span an array of industry sectors and our client work reflects that diversity of experience. We do not publish a list of our current or past clients. This information is available upon specific request. We do showcase some of the current results we achieve for clients in the Case Studies section.

Domain Knowledge

Our client work has spanned an array of industry sectors including:
  • Charities & Endowments
  • Consumer Products
  • Defense Technologies & Services
  • Financial Services
  • Healthcare Products & Services
  • High Technology
  • Information Technology
  • Luxury & Leisure
  • Media & Entertainment
  • Professional Services
  • Telecom

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