Montgomery Capital Advisers
mca-texas.com Direct investor
Montgomery Capital Advisers is a Dallas-based private capital firm that manages debt and equity investments in lower middle market businesses. It focuses on Texas-based, owner-managed companies with financing needs between $1 million and $10 million.
Montgomery Capital Advisers is an investor headquartered in Plano, United States, founded in 2001. It invests directly in companies, in lower middle market, debt, equity and distressed. Its stated cheque size is $1M-$10M in financing needs.
“Montgomery Capital is an investment manager focused on complex, overlooked, and often misunderstood lower middle market opportunities that require creative structuring and unconventional thinking.”
— Montgomery Capital Advisers, own website
- Layer
- Direct investor
- Type
- Other
- Stage
- Unknown
- Headquarters
- Plano, United States
- Invests in
- Texas
- Sectors
- lower middle market, debt, equity, distressed
- Cheque size
- $1M-$10M in financing needs
- Founded
- 2001
Team, as Montgomery Capital Advisers publishes it
- Tom Montgomery Founder & Managing Partner
- Carlos A. Lacayo Partner & Managing Director
- Larry Calton Special Opportunities
- Daniel Lunsford Vice President
- Doak Kuhne Vice President
- Ashley Piszczatoski Research Associate
- Peter Orsak Financial Analyst
- Myra Flick CFO & Fund Controller
- Whitney Hoffman Fund Accountant
- Sharla Gunn Executive Officer
- Betty Flick Chief Happiness Officer
Names and roles exactly as listed on mca-texas.com. Nothing else about these people is recorded.
Where this comes from
Every fact above was read from a page Montgomery Capital Advisers publishes itself. Nothing is taken from third-party databases. Investment activity (deals, co-investors) is not yet recorded.
- https://mca-texas.com/name, is_investor, layer, type, hq_country, hq_city, invests_in_geographies, sectors, cheque_size, thesis_quote, thesis_quote_page, description, founded, status
- https://mca-texas.com/ourteampeople
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Record 2516 · added 2026-09-03 · link last verified 2026-09-06 · confidence high
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