Christopher Montgomery

Senior Managing Director, Tech Investment Banking

Chris Montgomery is a Senior Managing Director of Tech Investment Banking at SVB Securities focusing on the Enterprise Software sector. He recently advised on Clearlake Capital on its acquisition of Quest Software.

Chris joined the firm in 2021 from UBS where he was a Managing Director and senior leader of the software banking team. He began his investment banking career at Jefferies Broadview in New York. After several years he transferred to the firm’s Silicon Valley office where he was instrumental in both rebuilding the office after the financial crisis as well as establishing the firm’s enterprise software leveraged finance business. He has spent his entire investment banking career advising software companies on M&A, debt financing and equity capital market transactions. Over his career he has advised on over 50 M&A transactions and dozens of debt and equity capital market transactions. His experience extends across the application, infrastructure and communications software sectors. 

While at UBS, Chris advised on numerous software transactions including the sale / recapitalization of Precisely, Innovyze, Ivanti, Sectigo, Diligent, Continuum, Corel, BDNA, Camp Systems and LANDesk, the acquisitions of RSA, McAfee Enterprise, FireEye, MobileIron, Pulse Secure, Symantec Web SSL business, Epicor and Planview, as well as capital market transactions for Avast, Sonicwall, Digicert, Ivanti, Barracuda, Forcepoint, Proofpoint, Knowbe4, Quest Software, SentinelOne, Confluent, Dynatrace and Zscaler.  

Chris began his career at Intel Corporation where he was responsible for demand forecasting and supply management for server and workstation CPU sales globally.

He earned his Bachelor of Science in Computer Systems Engineering from Stanford University and his Masters of Business Administration from the Harvard Business School.