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 a private equity firm 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
- Private equity
- Stage
- Not stated
- 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
Is this record wrong or stale? Report a mistake — it reaches us directly, no email address to look up.
Record 2516 · added 2026-09-03 · link last verified 2026-10-21 · confidence high
Similar investors
- Walton Street CapitalPrivate equity · Chicago, United States
- Access Holdings Management Company LLCPrivate equity · Buyout · Baltimore, United States
- Achieve CapitalPrivate equity · Growth – Buyout · Tulsa, United States
- Alta Equity Partners, LLCPrivate equity · Growth – Buyout · Concord, United States
- Carmel PartnersPrivate equity · Growth – Buyout · San Francisco, United States
- Centerfield Capital PartnersPrivate equity · Growth – Buyout · Indianapolis, United States