Tom Montgomery was the Founding Partner of MCG and is currently the Managing Member of MCA. His primary disciplines include advanced tax planning and transactional services, including mergers, acquisitions, debt/equity financing for both public and private companies, and strategic and operational planning for large and medium sized businesses.
Prior to forming MCG, Tom was responsible for starting and growing Beal Capital Markets, Inc., an investment subsidiary of Beal Bank, specializing in both public and private corporate finance products. When he left, Beal Capital Markets had invested in excess of $2 billion in a diversified portfolio of high yield bonds and direct company investments.
Prior to joining Beal Capital Markets, Mr. Montgomery was the founding and managing partner of Montgomery Baggett & Drews LLP, a full-service CPA firm in Dallas with 25 professionals (“Montgomery Baggett”). Mr. Montgomery’s primary activity with Montgomery Baggett was serving companies in tax, merger and acquisition, and financing transactions.
Mr. Montgomery is a Certified Public Accountant and graduated from Texas Tech University with a Masters of Science in Accounting and Taxation in 1981. He is a member of the American Institute of Certified Public Accountants.