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AMRII

You are a Catalyst

for small businesses

in Montana

Fueling Growth, Empowering Communities

Why Access to Capital Matters

AMRII's Impact

How You Can Get Involved

Access to capital is key to driving business growth. Without it, opportunities are missed, and communities fall behind. AMRII bridges the gap by partnering with funders, bankers, and investors to provide the capital businesses need to thrive.

Through our partnerships, we are driving meaningful change for businesses across Montana, enabling new businesses to grow, hire, and thrive.

Whether you’re a business owner looking for capital or a funder looking to make a difference, AMRII is here to connect you with opportunities to invest in the future of Montana.

ACCESS TO FINANCE IN MONTANA

A Study of the funding landscape for entrepreneurs and small business
Part 1: A Study of Funders
Part 2: A Study of Businesses
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Project Team:

 

Dr. Jennifer Isern, Catalyze Global Impact LLC, Co-Lead and Technical Director

 

Morgan Slemberger, Women's Entrepreneurship & Leadership Lab, Co-Lead

 

Karl Unterschuetz, Accelerate Montana, Co-Lead

 

Kassi Strong, Strong Marketing & Strategy, Project Manager

 

Anna Smoot, AM Smoot Consulting, Editor and Report Layout

 

Connor Mostek, Accelerate Montana, Public Data Research

 

Carolyn Crowder, Accelerate Montana, Content Curation and Report Layout

 

John Baldridge, Bureau of Business & Economic Research, Quantitative Survey Director

 

Janet Stevens, Bureau of Business & Economic Research, Survey Collection Coordinator

Advisory Committee Members:

 

Marcy Allen, Missoula Community Foundation

 

Lad Barney, US Department of Agriculture Montana State Office

 

Kelcie Bates, Loan Officer, Great Northern Development

 

Rena Carlson, Small Business Administration

 

Steve Clairmont, Mission West Community Development

 

Brian Cooley, Stockman Bank

 

Brent Donnelly, Small Business Administration

 

Jenn Ewan, SOVA, PLLC

 

Scott Kesler, AgWest Farm Credit

 

Jenny Nygren, Wells Fargo Bank

 

Luke Robinson, Montana Department of Commerce, Indian Country Programs

 

David Rook, Clearwater Credit Union

 

Liane Taylor, Montana Department of Commerce

 

Maria Valandra, Clearwater Credit Union

Project Co-Lead and Technical Advisor:
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Financial Sponsors:
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Quantitative Data Partner
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Institutional Support
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Unlock the Future of Montana's Economy

Unlock the Future of Montana's Economy

At AMRII, we recognize that Montana's economic strength is built through collaborative partnerships between businesses, financial institutions, and funders. By working together, we can drive meaningful growth and unlock opportunities for Montana businesses statewide. Be a catalyst for change and join us in shaping Montana's future. 

Looking to raise capital in Montana?

Know the laws before you start. See the Securities and Insurance Office for a complete guide. Don't let the name scare you, they are very helpful. 

OR

Genesis of this Initiative:

Accelerate Montana, Catalyze Global Impact LLC, and the Women's Entrepreneurship & Leadership Lab launched this initiative exploring Access to Finance for Businesses in Montana in 2022 to better understand:

  • Who provides small business finance in Montana

  • Which businesses receive financing

  • What type and volume of financing to businesses receive

  • What are the financing needs expressed by businesses

  • How to ease market bottlenecks in the flow of small business finance across Montana.

To achieve this goal, the project team, guided by a deeply experienced advisory committee from across Montana, designed and implemented two quantitative surveys and over 125 qualitative interviews from 2022 to 2023.

Part 1 - A Survey of Funders focused on lenders, investors, state and federal agencies, and foundations that fund Montana’s small businesses.

Part 2 - A Survey of Montana Businesses focused on business owners, from solo entrepreneurs to businesses employing more than 50 people.

This report provides quantitative information, views of specialists across the state, and recommendations that state and federal policymakers, lenders, investors, and economic development organizations can use in shaping small business programs. We hope the study findings will generate discussions to pursue new opportunities that will increase the flow of successful business financing in Montana.

LET'S STAY IN TOUCH

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