Montgomery Capital Advisers, LLC

Montgomery Capital Advisers, LLC (MCA) was formed in 2001 and is based in Dallas and Plano, Texas. It is a diversified capital management and business advisory firm that serves as a General Partner in various limited partnership investment funds. MCA manages debt and equity investments in distressed debt, operating entities, and other opportunistic investments, primarily focusing on lower middle market, owner-managed businesses. MCA specializes in providing private capital management and advisory services to lower middle market, owner-managed businesses, particularly those lacking access to traditional financing options. The firm makes direct term debt and preferred equity investments, typically ranging from $500,000 to $5,000,000.

MCA works directly with ownership and management teams as both a capital provider and strategic partner, including active board-level involvement where appropriate. The firm emphasizes creative structuring and unconventional thinking to address the unique needs of lower middle market businesses.