Montcalm Capital’s Story
We create investment offerings that match risk with returns, and reconnect investors with the performance of the companies they invest in.
We believe in investments that make a positive impact in the world – without sacrificing returns.
Why Create New Offerings
How it Works
Tearing Out The Page,
And Starting Again.
Currently, institutions and the very wealthy hold nearly all access to high caliber investments.
But we think everyone has the right to be involved in the success of a company and
actually participate in our capital markets in a way that serves them well.
Instead of thinking in rigid terms of debt or equity, we co-create ways to flow capital so it benefits all stakeholders— including the world at large.
- Revenue-based offerings: financially sustainable, income generating vehicles
- Growth capital: carefully underwritten structures that align risk with reward
- Selection of structures: series LLC, private note, reg A+, SEC-reviewed strategies available
- Public-private partnerships: private offerings for public infrastructure
- Access for non-accredited investors: private investing strategies for all
- Collaborative structuring: flowing capital without rigidity
CEO & Founder
Holly stewards Montcalm, a certified B corp, in the blending of expert investing with new economy sustainability and independent vision. Holly works to guide clients to engage with their wealth by providing services that support their values, needs, and goals in the short and long term, while facilitating a holistic trading flow in impactful investments.
For over twenty years, Holly has managed client assets and led private client teams at Morgan Stanley, Montgomery Securities, and Bank of America. Holly began her investment career at Goldman Sachs in the fixed income derivatives division, where she learned indelible lessons about risk management and cultivated an expert understanding of securities, complex derivatives, and fixed income. Holly uses that extensive experience and expertise to devise customized portfolios for Montcalm’s clients, and create financial sustainability within an overall better economic system for all.
Chris develops, executes, and sustains strategic initiatives. She fosters organizational growth, and helps structure innovative investment offerings for projects that solve for the UN’s sustainable development goals.
Chris began her career at a commercial real estate firm in Silicon Valley, where she handled property development, financing, and investment. As a strategist with a focus on wellbeing, she later worked with startups, Global 500 companies, and private clients to develop authenticity-based growth initiatives.
David Cooper has 20 years experience directing the acquisition, financing, ownership and disposition of early stage companies. David brings to the table a deep knowledge of equity transactions including due diligence, structuring, closing, and operational management. He has a track record of profitable equity investment, strategic advising, and has long-standing relationships with key industry participants in multi-cycle finance, growth and disposition.
Tad is focused on using capital markets and new business models to develop, finance, and operate infrastructure projects around the globe. In addition to his role at Montcalm TCR, Tad is CEO and Co-Founder of Banyan Infrastructure, a blockchain-based platform for the development, financing, operations, and securitization of renewable energy assets. Tad has over 20 years of experience in structured finance in the energy and telecom sector. Tad is a former Operating Partner at Golden Gate Capital where he focused on investments in telecom infrastructure.
Bob is an experienced finance professional specializing in investment banking and project finance, including due diligence, drafting of documents, sales and marketing, and follow-on research. As founder and director at WR Hambrecht + Company, Bob is working to bring renewable energy and impact investment opportunities to market. WRH+Co pioneered the OpenIPO, a Dutch-Auction based process that adds transparency and openness to the IPO process, and continues to innovate new investment structures and offerings.
Montcalm Capital is a wholly owned division of Montcalm TCR LLC, SEC registered RIA.