Tom is the President of Montgomery Capital Advisers LLC where he oversees a diverse, multimillion-dollar portfolio of private investments in commercial real estate, oil and gas, construction, manufacturing, professional services, technology, healthcare and financial services. Tom is also the lead on several MCA investments in large, multi-family and mixed-use development projects in north Texas, and around the state. In addition to his work at MCA, Tom is a Consultant for Baker Tilly, formerly Montgomery Coscia Greilich LLP, which he formed in 2003. Tom’s primary disciplines include advanced tax planning, transactional services, particularly mergers, acquisitions, debt/equity financing for both public and private companies and strategic and operational planning for large and medium sized businesses.
Prior to MCG and MCA, 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 across a wide variety of industries including professional services, technology, oil and gas, construction, commercial real estate, financial services and manufacturing.