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Office Locations:
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2500 Dallas Parkway, Suite 533
Plano, TX 75093
Phone: 214-509-5041
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Financial Services
Life Sciences & Healthcare
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Formed in 2001, Montgomery Capital Advisers, LLC (MCA) is a diversified capital management and business advisory firm with offices in Dallas and Plano, TX. Serving as a General Partner (GP) in numerous, related, limited partnership investment funds, MCA manages debt and equity investments made by those partnerships in distressed debt, operating entities and other, opportunistic investments with a primary focus on lower middle market, owner-managed businesses. Our firm also serves as a principal in direct equity and debt investments in operating companies and provides professional advisory services to operating companies in our portfolios. MCA provides flexible, private investment solutions tailored to meet the needs of lower, middle market businesses, whose access to traditional bank financing is limited or unavailable.
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Investment Firm Key
VC = Venture Capital
PE = Private Equity
A = Angel
I = Incubator
MB = Merchant Bank
VD = Venture Debt
FI = Family Investment Office
FOF = Fund of Funds
ED = Economic Development Office
TT = Technology Transfer Office
CVC = Corporate Venture Capital
SEC = Secondary Purchaser
HF = Hedge Fund/Mutual Fund
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| COMPANY STAGE | REVENUE |
| Venture Capital | |
Seed Stage
(includes "pre-seed," or
concept stage) | No Revenue |
| Early Stage | Minimal
Revenue |
Growth Stage
(also called Mid-stage) | $2M-$7M |
Expansion Stage
(also called Late-stage) | $7M and greater |
| Private Equity | |
| Lower Middle Market | $10M-$249M |
| Middle Market | $250M-$499M |
| Upper Middle Market | $500M-$1B |
| Large Cap | >$1B |
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