Montana primarily represents emerging growth companies, venture capital funds and other strategic investors in a wide array of corporate matters, including early and late-stage venture funding rounds, formation and corporate governance, securities issuances and mergers and acquisitions.
Select engagements Montana has advised on include:
Represented Stripe in its $6.5 billion Series I round
Represented Solugen in its $350 million Series C and $200 million Series D financings
Represented Merama in its $225 million Series B and $80 million Series B follow-on financings
Represented Next Insurance in its $250 million Series C financing, $250 million Series D financing and $250 million Series E financing
Represented Coatue Management in its investment in the $100 million Series B financing of Mercury Technologies
Represented D1 Capital Partners in its investment in the $450 million Series D financing of Andruil
Represented Inspire Semiconductor in its $2.5 million Series A financing and acquisition of Greenfield Acquisition (TSX:GAC.P), a publicly-traded SPAC, by way of a reverse merger
Represented Codecademy in its $525 million acquisition by SkillSoft (NYS: SKIL), a New Hampshire based provider of educational software
Represented Envisics in its $50 million Series C financing
Represented Supabase in its $30 million Series A and $80 million Series B financings
Represented Coatue Management in its $17 million investment in LiveControl
Represented a Brazilian digital entrepreneurship platform in its Series A financing
Represented a cloud software company in its Series C investment in an enterprise blockchain company
Represented a talent management software provider in multiple financings
Represented a cloud software company in its $30 million Series B investment in an open source SQL database
Represented the investment arm of a global financial services company in its Series A investment in an intelligence platform using AI and predictive modeling
Represented the venture financing division of a large insurance company in its participation in the $29 million Series E financing of an insurance claims technology provider
Represented a voice-controlled mobile platform in its $20 million Series C financing
Represented the venture financing division of a large technology company in its Series C investment in an application traffic manager
Represented Calibrate Ventures in its investment in the $20 million Series A financing of GrayMatter
Represented Coatue Management in its investment in the $35 million Series B financing of Crivello Technologies
Represented Fintual, a Chile based company that provides savings and investment options through an online platform, in its $39 million Series B financing
Represented Flex Capital in its investment in the $23 million Series A financing of GoFreight Inc.
Represented InsideSherpa in its $25 million Series B financing
Represented Gym Class in its $8 million Series Seed financing
Represented Keen Technologies, an AI startup, in its financing
Represented Radiant in its $12.6 million Series A financing
Represented Red Sea Ventures in its investment in the $25 million Series A financing of Accrue Savings, Inc.
*Please note: Montana’s experience includes that prior to joining Orrick.
Alex’s work encompasses a broad range of industries and corporate matters, including formations, compensation, venture capital financings, debt financings, mergers and acquisitions, tender offers, strategic transactions, IPOs and corporate governance.
Alex’s prior company-side representations include Carta, Docker, GitLab, 6Sense, Branch Metrics, LTK (fka rewardStyle), Quizlet, Niantic, Gen Digital (fka Symantec) and Streamlit, among others.
Alex also has represented leading venture capital firms and strategic investors, including GGV Capital, Menlo Ventures, GV, NEA, Insight Venture Partners, Fidelity Growth Partners, Merck Research Venture Labs, Trinity Ventures and Comcast Ventures.
Alex started her practice in the San Francisco and Silicon Valley offices of Fenwick & West LLP and another major national law firm. Prior to her career in law, Alex managed international development programs in Europe, Asia, Latin America and the Middle East.
Serving two of Texas’s major markets, Ryan’s versatility sets him apart. He has deep industry knowledge of the energy, technology, and financial services sectors, and understands where his clients' business and legal strategies intersect. Ryan regularly represents clients across the United States in federal and state courts and in front of arbitration panels. Ryan’s energy representations include hydrocarbon producers, explorers, transporters, and refiners. Ryan’s financial services experience includes representation of institutional banks and mortgage servicers. In addition, Ryan represents and counsels leading tech companies, including SAAS and cybersecurity providers.
Ryan seeks efficient outcomes for his clients and has a track record of prevailing at the summary judgment stage. In other cases, Ryan has efficiently negotiated with opposing counsel to reach early, favorable settlements. In the event a case is not fit for early resolution, Ryan is also a seasoned trial lawyer with experience trying cases to juries, the bench, and arbitration panels.
Ryan also maintains an active pro bono practice and works closely with the Houston Bar Association, including as a former chairman and member of its Habitat for Humanity Committee.
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