PR Newswire
BERLIN, LONDON and NEW YORK, April 21, 2026
Kirby Montgomery Appointed to Lead Local Team
BERLIN, LONDON and NEW YORK, April 21, 2026 /PRNewswire/ — Code & Co., the global AI & Technology Due Diligence firm, today announces the opening of its New York City office and the appointment of Kirby Montgomery as Head of North America.
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The US has long been a core market for the firm, accounting for a significant share of its 800+ engagements to date. Kirby will lead the local expert team, backed by Code & Co.’s practice and proprietary AI and software platform.
An operator-first appointment with a decade of PE-adjacent experience
Kirby brings twenty years of experience scaling software products across fintech, payments, and healthtech. Most recently, he was Head of Product and GM at SAP Taulia, leading the 0-to-1 build of a new payments line. Earlier, as VP of Product Management at C2FO, he helped replatform a supply chain finance product generating over $130M in gross revenue and launched the C2FO API platform. As Director of International Product at TreviPay (then MSTS), he helped scale annual transactions to $5B and expand from 4 to 30 countries, ahead of its acquisition by Corsair Capital in 2020. He also co-founded TheraWe, acquired by Rethink First (a K1 Capital platform).
Code & Co. first met Kirby in 2020 during its Tech DD on MSTS for the Corsair transaction. Over the next six years, he worked alongside the firm in a senior advisory capacity, making a full-time move the obvious next step.
From Our Leadership Team
«We have been serving US clients for years, but having a strong team on the ground, in their timezone, changes what we can deliver. Faster access and the speed to insight that modern deal-making demands, backed by our global team with 800+ deals behind them.»– Dan Bender, Founding Partner
«Most investors are asking harder questions about AI than ever before and need answers they can act on. That is what drew me to Code & Co. The team has spent a decade building the tools, methodology, and track record to give investors real conviction and real-world action plans. I am here to scale that further, on both the buy-side and sell-side, and everything in between.» – Kirby Montgomery, Head of North America
What We Do
Code & Co. offers an end-to-end suite of AI & Technology DD services, purpose-built for the pace and demands of modern deal-making.
- AI & Tech DD: Fast, actionable, data-driven buy-side assessments covering every major market, strategy, and sector, supporting funds from first look through the entire value creation lifecycle.
- Sell-side & Vendor DD: Helping sellers get ahead of buyer scrutiny with rigorous exit readiness assessments and vendor DD materials that hold up to sophisticated acquirers.
- Lightning DD: Rapid pre-qualification delivering a sharp first point of view, driven by document analysis, deep research, and web signal intelligence, before significant time or capital is committed to a process.
- Cyber & IT DD: Full-spectrum infrastructure, security posture, and IT operational risk review, relevant across virtually every deal type.
- Embedded Software & Hardware: In-house expertise across embedded systems, hardware-adjacent software, and Industry 4.0 and IIoT environments.
- AI Future Readiness: Cutting through AI hype to assess whether a company’s strategy, architecture, governance, team, and roadmap are genuinely defensible and built to scale.
- Portfolio Monitoring & Continuous Diligence: Ongoing technology and AI maturity tracking across portfolio companies, powered by Code & Co.’s proprietary software stack.
About Code & Co.
Code & Co. is a leading AI & Technology DD firm serving private equity and growth investors globally. Founded in 2016, the firm has completed 800+ engagements for 200+ funds across buy-side, sell-side, and vendor mandates. Every team member is an operator with hands-on experience in technology, product, and AI. www.codeandco.com
Full press release:
https://www.codeandco.com/media/code-co-opens-new-york-office
For inquiries:
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