/Sponsor / Executive Profile

Jon M. Montgomery

Executive

Aggregate Capital Deployment Matrix

Active/Searching: $60M (35.1%)

Professional Biography

Jon M. Montgomery is a Managing Director at Meredith Financial Group Inc., a prominent financial management and advisory firm based in New York City. With extensive experience in financial services, Mr. Montgomery has developed a robust expertise in managing complex financial transactions and providing strategic advisory services. In addition to his role at Meredith Financial Group, Mr. Montgomery is recognized for his involvement in the Special Purpose Acquisition Company (SPAC) sector, where he has served as a Director upon the closing of multiple offerings. His leadership and strategic insights have contributed to the successful execution of various SPAC transactions, underscoring his reputation as a prolific sponsor and executive in this evolving market.

Total Capital Deployed

$170,900,000

Active / Searching Capital:
$60,000,000

Transaction Volume

5 Transactions

Time-to-Liquidity (Months)

-

Merger Completion Rate

20.0%

Professional Network Intelligence

Frequent Associates

Top Sectors

  • Agriculture Technology2 Deals
  • Green Energy Technology2 Deals

Syndicate Deal History

TickerCompanyStatusTrustPriceWarrantIPO DateTime LeftDeal ValueSectorBookrunner
LCCC
Lakeshore Acquisition III Corp.
searching
60.0M
$10.00
-Apr 2025
12mo
-GeneralA.G.P. / Alliance Global Partners
NMHI*
Lakeshore Acquisition II Corp.
closed
-
-
1/1Jun 2024Done
230.0M
Agriculture TechnologyEF Hutton LLC
LBBB
Lakeshore Acquisition II Corp.
closed
60.9M
$10.00
1/2Jan 2022Done
230.0M
Agriculture TechnologyNetwork 1 Financial Securities, Inc.
NVVE
Newborn Acquisition Corp.
closed
-
$10.00
-Mar 2021Done-Green Energy Technology
-
NBAC
Newborn Acquisition Corp.
announced
50.0M
$10.00
1/2Jan 2020--Green Energy TechnologyChardan Capital Markets, LLC