Relentless execution. Experienced, informed advice.
The investment bank of choice for leaders in the Franchising, Services, Multi-Unit and Consumer Products sectors.
We deliver tailored M&A and strategic advice to middle-market leaders with the focus of an operator and the perspective of an investor. Global reach. Client-first mindset. Trusted by Founders. Chosen by Investors. An investment bank built on Focus, Depth and Results.
About Us
Independent by Design. Invested in Your Outcome.
We are an elite, founder-led investment bank serving the middle market with integrity, discretion, and results. Built to deliver senior-level attention and strategic perspective, we partner with entrepreneurs, private equity firms, and growth companies to navigate complex M&A and capital markets transactions.
We're not generalists. We're industry specialists — deeply embedded in the ecosystems that power consumer, franchising, and services businesses.
Our clients trust us for our rigorous process, deep industry expertise, and a commitment to outcomes that align with their long-term goals. We don't just close deals — we craft outcomes that honor legacies, build value, and set the course for what's next.
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We bring white-glove service, real-time market perspective, and the kind of execution that only comes from living in the sectors we serve.
Our Team
Experienced. Engaged. Aligned.
Our team brings a rare blend of big-bank pedigree and boutique execution. But more importantly, we bring hands-on senior-level dedication to every engagement. Every client benefits from the direct involvement of our seasoned professionals with a track record of successful outcomes across cycles, sectors, and strategies. We get in the trenches, obsess over the details, and deliver outcomes that shape legacies.
Our difference lies in who shows up every day — and how we show up for our clients.
Our Team
Our Capabilities
Sell-Side M&A
From family-owned businesses to private equity-backed platforms, we run competitive, founder-sensitive processes that drive valuation and fit. Our franchise and consumer acumen ensures buyers see what truly differentiates your business.
Buy-Side M&A
Whether it's an add-on or transformational acquisition, we help acquisitive platforms find the right assets — and structure deals for long-term accretive success.
Franchise Advisory
Unique to our practice: deep expertise in franchisor-franchisee models. We help founders, private equity firms, and boards navigate unit growth, royalties, territory structures, FDD dynamics, and brand stewardship through liquidity events.
Capital Markets Advisory
We arrange growth capital, minority recaps, and debt placements. Our relationships span PE, family offices, and credit providers with a clear understanding of franchise, consumer, and multi-unit models.
Pre-Transaction Advisory
For clients not yet ready to transact, we provide bespoke strategic advice — from positioning and benchmarking to pre-transaction planning and market mapping.
Our Approach
Precision, Persistence, and Results.
A high-touch process designed to deliver premium outcomes for founders, operators, and investors.
We are purpose-built to serve companies in the franchising, consumer, and services sectors — and we do so with rigor, candor, and deep respect for the trust our clients place in us.
Every mandate is personally led by senior bankers who've spent decades inside and alongside the industries we serve. You won't be handed off. You won't get a cookie-cutter process. You'll get a seasoned partner who's been in the room for hundreds of critical transactions — and treats yours like the only one that matters.
No two companies are alike. That's why our process isn't built on templates — it's tailored to your business model, culture, growth story, and personal goals. From positioning to buyer selection to closing strategy, we build each step around what maximizes value and fit.
We know the real buyers. The ones actively deploying capital in your sector. The ones who understand your model. And the ones who pay up for the right assets. Our relationships span top-tier private equity firms, strategic acquirers, family offices, and emerging capital — with direct lines to decision-makers.
Every model, every deck, every diligence item — scrutinized with care. Our work product is exacting because your business deserves nothing less. We make sure your story is told clearly, confidently, and credibly — with nothing lost in translation
Premium outcomes don't happen by accident — they happen through disciplined preparation, precise messaging, and real-time understanding of what drives value in the market. We guide clients through the noise, control the narrative, and deliver results that exceed expectations.
Sectors
Where We Specialize — And Where We Win
We are not generalists — we are dedicated industry specialists. Our focus lies in the sectors we know best: consumer, franchising, multi-unit, and service-based businesses.
With deep roots and active relationships across these ecosystems, we bring more than transactional expertise — we bring informed insight, sector-specific intelligence, and access to the decision-makers that matter. This focus allows us to deliver not only executional excellence, but also proprietary insights — the kind that come from being embedded in the field, listening to operators, and understanding the nuanced forces shaping growth and value. It's this intelligence that enables us to identify opportunities others miss — and to win where it matters most.
Franchising
- Franchisors
- Multi-Unit Franchisees
- Emerging Brands
- Founder Owned
- Sponsor Owned
Six-Time Winner
Transactions
*Certain transactions completed by Montclair principals at prior firms
Insights
Stay informed with our latest market perspectives, sector reports, and transaction trends. Our team publishes thought leadership designed to help clients navigate complex strategic decisions.
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