• Tom Montgomery is Managing Member of MCA and Founding Partner of MCG, with expertise in complex tax planning, M&A, and debt/equity financing for public and private companies. Formerly, Tom led Beal Capital Markets, an investment subsidiary of Beal Bank, building a $2B+ portfolio of high yield bonds and direct investments. Earlier, he co-founded Montgomery Baggett & Drews LLP, a Dallas CPA firm. Tom holds an MS in Accounting and Taxation from Texas Tech and is a licensed CPA.

Investment Principals

Founder & Managing Partner

  • Carlos joined Montgomery Capital Advisers in 2019, bringing extensive experience from a distinguished career at Citi, where he specialized in credit, structuring, M&A, and investment banking across middle-market and industrial sectors. He also worked at Nomura Securities in Emerging Market Fixed Income. Carlos holds a B.A. in Economics from Davidson College and an M.B.A. from NYU Stern School of Business, with specializations in Corporate and Quantitative Finance, and Management.

Partner & Managing Director

  • Larry is a licensed CPA and executive manager with 28+ years of experience across finance, banking, and consulting. He joined Montgomery Capital in 2015 as a deal principal and manager. In 2002, he founded NTEC, which grew into the Southwest's largest medtech incubator, supporting 60 companies and helping raise $20M in venture funding. Earlier, Larry spent 10 years in commercial banking at Comerica and four years at KPMG's Technology Practice.

Special Opportunities

  • Daniel serves as Vice President at Montgomery Capital Advisers, collaborating with senior leadership to identify investment opportunities and improve portfolio company performance. He brings a decade of healthcare experience in business development, having driven commercialization of medical device products at Johnson & Johnson, Boston Scientific, and Olympus Corporation of the Americas. Daniel holds a B.A. in Economics from the University of Wisconsin–Madison and an M.B.A. from USC's Marshall School of Business.

Core Deal Team

Vice President

  • Doak joined MCA in 2024 as Associate Vice President, focusing on investment evaluation, transaction due diligence, and operational strategy for portfolio companies. Prior to MCA, he was an Associate at LP Analyst, where he executed fund manager due diligence, investment analytics, and institutional investor reporting for pension funds, sovereign wealth funds, endowments, and other alternative asset managers. Doak graduated summa cum laude from the University of Oklahoma with a BBA in Finance.

Vice President

  • Ashley joined MCA in 2025 as a consultant on the core deal team, focusing on fundraising due diligence and portfolio monitoring. She brings over a decade of experience across consumer goods, corporate governance, compliance, and operations. She began her career in commercial litigation and product liability at Herzfeld & Rubin and Gruvman, Giordano & Glaws in Manhattan, before advising venture-backed companies in medical device, food and beverage, and CPG industries. Ashley holds a BA in Forensic Psychology from CUNY John Jay College and is a certified SPHR.

Research Associate

  • Peter serves as an Analyst at Montgomery Capital Advisers, where he supports investment diligence, financial modeling, and portfolio company strategy. He is passionate about applying rigorous evaluation to guide disciplined investing and long-term value creation, drawing on his prior work experience in private equity, search fund investing, and financial writing. Peter graduated from Northwestern University with a B.S. in Economics, a B.S. in Journalism, and a minor in Business Institutions.

Financial Analyst

  • Myra Flick is Fund Controller at Montgomery Capital Advisers, having joined in 2017 to oversee fund accounting, reporting, and accounting consulting for clients. She began her career at Fossil Group, gaining experience in general ledger close, corporate policy, and SEC reporting. She later managed a 30-client book at Montgomery Coscia Greilich and specialized in revenue recognition and process implementation at Cardtronics, a publicly traded company. Myra holds an M.B.A. with a focus in Accounting.

Accounting and Operations

CFO & Fund Controller

  • TBA

Fund Accountant

  • Sharla has been integral to MCA's daily operations since 2009, supporting Managing Member Tom Montgomery across business development, strategic growth initiatives, investment forum coordination, and portfolio company relations. She also leads firm-wide projects as needed. Sharla is deeply committed to her community, serving with Communities Foundation of Texas, MLK Childcare Group, City House, Children's Health, and Minnie's Food Pantry. She has received multiple recognitions including the 2016 Dallas Admins Community Champion Award.

Executive Officer