Based in Silicon Valley, Ed Montoya is a member of Spencer Stuart’s Financial Officer, Private Equity and Technology, Media & Telecommunications practices. With more than 15 years of experience advising clients on major organizational and leadership initiatives, Ed focuses on CFO and other senior finance searches for clients across a variety of industries, most notably high technology, e-commerce, communications and industrial. Ed has led successful portfolio company and fund-level assignments for Apollo, Bain Capital, Goldman Sachs, Gores Group, Marlin Equity Partners, Norwest Venture Partners, Oak Hill Capital and Silver Lake Partners.

Experience in finance and private equity

  • Leveraging his CFO focus, Ed has successfully completed vice president of finance, corporate controller and chief accounting officer, financial planning/divisional finance, treasurer and investor relations searches.
  • In addition, Ed is actively involved in advising private equity firms on their own senior hiring needs. Recent placements include operating partner, investment partner, vice president of finance/operations and various subject matter experts.
  • Prior to transitioning into executive search, Ed was an investment banker at Morgan Stanley, where he advised companies in both technology and financial services on mergers and acquisitions and financing transactions. He also worked at investment management company Affiliated Managers Group, where he assisted in the sourcing, evaluation and completion of five acquisitions as well as the company’s successful IPO on the New York Stock Exchange.

Ed graduated with a B.A. in economics with high distinction from the University of California, Berkeley, and earned his M.B.A. from the Anderson School of Management at the University of California, Los Angeles.