Kirk A. Montgomery

Kirk A. Montgomery

Partner
Atlanta, GA
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  • BIOGRAPHY
  • EXPERTISE
  • BLOG/PRESS/MEDIA

ABOUT

Kirk has extensive securities and corporate legal experience in regulatory, governance and risk management matters. For over 30 years, he has specialized in public securities offerings, private equity transactions, private placements, joint ventures, broker dealers, registered investment advisers, family offices and international capital offerings and advisers. Kirk is also a well respected adviser on matters of alternative investment capital raising, operations and valuations, including SEC, FINRA and state securities compliance parameters and procedures.

ADMISSIONS

  • Georgia 1983

LANGUAGE

  • English

EDUCATION

Cumberland School of Law
J.D
Samford University
M.B.A. in Finance
University of Montevallo
B.A. in Accounting

FUN FACTS

FAVORITE QUOTE

Favorite Quote

“Never mistake activity with achievement.”

John Wooden
  • Favorite Song
    Favorite Song

    “Waters of March” by Antonio Carlos Jobin

  • Favorite Movie
    Favorite Movie

    Raising Arizona

  • Favorite Vacation
    Favorite Vacation

    Florence, Italy

  • Favorite Artist
    Favorite Artist

    Barbara Montgomery, my daughter

ALTERNATE CAREER PATH

Alternate Carrer Path

If I weren’t a lawyer, I would be a concert promoter.

ADMISSIONS

  • Georgia 1983

LANGUAGE

  • English

EDUCATION

Cumberland School of Law
J.D
Samford University
M.B.A. in Finance
University of Montevallo
B.A. in Accounting

RELEVANT EXPERIENCE

Before joining Practus, Kirk previously served as Head of Regulatory Affairs and General Counsel/Chief Compliance Officer for CNL Financial Group for their multi-billion dollar Business Development Companies. He was also the General Counsel and Head of Risk Management at Wells Real Estate Funds for three multi-billion dollar REITs and real estate private placements.

Kirk has held executive positions with some of the largest broker dealers, REITs, business development companies, mutual funds, private equity funds and their sponsors including Prudential Investment Group, FSC Securities Corp., and Federated Funds Group.

Kirk’s areas of expertise include:

Alternative Investments, Private Placements, Broker Dealers, Registered Investment Advisers, Investment Management, NAV Securities, REITs, Business Development Companies and closed end funds, Regulatory, Governance, Risk Management, Public Security offerings, Private Equity Transactions, SEC, FINRA


REPRESENTATIVE MATTERS

Worked with multiple investment sponsors through distinct phases of initial fund design, capital markets strategies, asset management and ultimate exit implementation, including exchange listings for multi-billion dollar REITs and Business Development Companies.

CONNECT WITH ME

At Practus, we handle complex and challenging legal matters. I look forward to talking to you about how we can best meet your goals.

CONTACT ME
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