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.
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: hello@codeandco.com
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