Tom Montgomery, Founding Partner – Montgomery Coscia Greilich LLP

Tom is a founding partner of the Firm. His primary disciplines include advanced tax planning and transactional services with considerable expertise in mergers, acquisitions, debt/equity financing for both public and private companies, as well as strategic and operational planning for large and medium-sized businesses.

Prior to forming the Firm, 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, Inc., Tom was the founding and managing partner of Montgomery Baggett & Drews LLP, a 25-professional full-service CPA firm in Dallas. Tom’s primary activity with the firm was serving companies in tax, merger and acquisition, and financing transactions.