About Montgomery Partners
Montgomery Partners is a company based in Mill Valley (United States) founded in 1983. It operates as a B2B, and Investment Management. Montgomery Partners offers products and services including Investment Screening, Property Acquisition, and 1031 Exchange Services.
- Headquarter Mill Valley, United States
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Financial Services
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Website
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Social
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Products & Services of Montgomery Partners
Montgomery Partners offers a comprehensive portfolio of products and services, including Investment Screening, Property Acquisition, and 1031 Exchange Services. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Evaluates properties using conservative criteria for potential investments
Acquires and improves undervalued multifamily properties for clients
Facilitates tax-deferred exchanges to build investor wealth
Funding Insights of Montgomery Partners
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investments & Acquisitions by Montgomery Partners
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Montgomery Partners
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Montgomery Partners Comparisons
Competitors of Montgomery Partners
| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Montgomery Partners
Frequently Asked Questions about Montgomery Partners
When was Montgomery Partners founded?
Montgomery Partners was founded in 1983.
Where is Montgomery Partners located?
Montgomery Partners is headquartered in Mill Valley, United States. It is registered at Mill Valley, California, United States.
What does Montgomery Partners do?
Montgomery Partners is a multifamily investment firm established in 1984, focusing on evaluating and acquiring undervalued properties using rigorous criteria like market analysis and economic conditions. They improve properties through expertise and industry partnerships, transforming them into profitable assets. The firm also provides 1031 exchange services to facilitate seamless investments and wealth building for clients. Based in Mill Valley, California, they serve investors seeking reliable real estate opportunities.
What products or services does Montgomery Partners offer?
Montgomery Partners offers Investment Screening, Property Acquisition, and 1031 Exchange Services.