Founded in 1989, Lockhart, Morris & Montgomery, Inc. is an investment banking firm dedicated to serving middle-market companies and their owners. The firm specializes in providing a range of financial advisory services, including mergers and acquisitions (M&A) advisory for both sell-side and buy-side transactions, capital raising through private placements of debt and equity, financial restructuring, and providing valuations and fairness opinions. Their mission is to offer high-quality, independent financial advice and execution expertise to help clients achieve their strategic and financial objectives.

Founded in

United States