Benjamin A. Montanez

Partner
Norton Rose Fulbright US LLP

San Antonio
United States
T:+1 210 270 7188
San Antonio
United States
T:+1 210 270 7188
Benjamin A. Montanez

Benjamin A. Montanez

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Biography

Ben Montanez is a partner in Norton Rose Fulbright's San Antonio office. His practice focuses on mergers and acquisitions, capital markets, venture capital, private equity transactions, and general corporate and contract law. Ben also assists clients with annual public company reporting, Section 16 issues, and corporate governance matters. In addition, he is experienced in private equity fund formation, conducting internal investigations, and advising directors on corporate governance and fiduciary duty issues. 

Ben has served as acting in-house counsel for extended periods of time on two occasions:  first on a secondment to a Texas-based Fortune 500 diversified financial services group of companies to provide legal advice on mergers and acquisitions and corporate governance, and second on a secondment to the New York office of the corporate advisory, capital markets and principal investing arm of a global investment bank to provide legal advice on mergers and acquisitions, day-to-day operational matters, and internal reporting and corporate governance requirements.

Before joining Norton Rose Fulbright, Ben was a political officer in the U.S. Foreign Service at the U.S. Department of State. He served in Saudi Arabia, Israel, the U.S. Mission to the United Nations, and Washington, DC.  In 2016, Ben was appointed to the OneStar Foundation Board by Texas Governor Abbott and subsequently re-appointed in 2019 and 2022. 

Professional experience

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JD, University of Chicago Law School, 2013
M Litt., International Business, University of St. Andrews, 2006
MPP, Harvard Kennedy School, 2004
BA, Georgetown University, 2002

Ben was admitted to practice law in Texas in 2013.

  • Texas State Bar

Ben's recent experience includes: 

  • Secondment to the New York office of the corporate advisory, capital markets and principal investing arm of a global investment bank to provide legal advice on mergers and acquisitions, day-to-day operational matters, and internal reporting and corporate governance requirements

  • Representation of a NYSE-listed investment management and wealth management services firm in its merger with the asset management division of an ASX-listed company for an equity value of $1.7 billion

  • Represention of a specialty lender on the acquisition of Punch Bowl Social in a 363 bankruptcy sale

  • Secondment to a Texas-based Fortune 500 diversified financial services group of companies to provide legal advice on mergers and acquisitions and corporate governance. 

  • Represention of a NYSE-listed energy services company in a $60 million common stock offering

  • Representation of a NASDAQ-listed energy services company in a $50 million common stock offering

  • NYSE-listed energy services company in a $300 million registered debt offering and simultaneous tender for outstanding notes

  • Representation of NYSE-listed energy services company in a $95 million common stock offering

  • Representation of a private healthcare company in its sale for $25 million

  • Representation of a private emergency communications equipment and services company in its sale for $145 million

  • Representation of a private biotech company in its sale for $30 million

  • Representation of a private global leading facility services provider in the US$225 million acquisition of a catering company.

  • Representation of a private company in its acquisition of companies that provide catalyst services in various countries for $46 million

  • Representation of a private financial services company in connection with an internal investigation

  • Representation of foreign companies seeking to invest in the United States

  • Representation of public companies in connection with their reporting and compliance obligations under the Securities Exchange Act of 1934, the listing and governance requirements of the New York Stock Exchange and the Nasdaq Stock Market, Section 16 filings, and corporate governance matters

  • Legal 500 US, Recommended lawyer: M&A: middle-market ($500m-999m), The Legal 500, 2024
  • Texas Rising Star, Securities & Corporate Finance, Thomson Reuters, 2022 - 2023
  • Rising Star, S.A. Scene, Scene Monthly LLC, 2018 - 2020
  • The Best Lawyers in America, Ones to Watch, Mergers and Acquisitions Law, Best Lawyers, 2021
  • Best Lawyers - Mergers and Acquisitions Law, Best Lawyers, 2022
  • Leadership San Antonio - Class 47
  • UTSA Alvarez College of Business, Dean's Advisory Council
  • OneStar Foundation Board
  • U.S. Global Leadership Coalition, Texas Advisory Committee
  • World Affairs Council of San Antonio, Board of Trustees 
  • The Children's Hospital of San Antonio Foundation, Board of Directors 
  • Texas Bar Foundation, Fellow
  • U.S. Department of State (Pickering Fellowship) Selection Committee (2017 - 2022)
  • Council on Foreign Relations, Term Member (2014 – 2019)
  • Boy Scouts of America - Alamo Area Council, Executive Board (2016 – 2019)
  • Harvard Club of San Antonio, Board of Directors (2014 – 2019)
  • Georgetown University Alumni Admissions Program, Interviewer (2013 – 2019)
  • Big Brothers Big Sisters of South Texas, Mentor (2013 – 2020)
  • San Antonio Hispanic Chamber of Commerce, ABLDP Steering Committee (2014-2015)
  • Spanish