Montgomery Capital Advisers LLC

04/01/2022

Hunger is no joke. So proud of our group volunteering today at Feed My Starving Children.

07/08/2021

Dallas-Based Sentiero Ventures Makes Its First Investment From AI-Focused $10M Fund » Dallas Innovates

https://lnkd.in/ePsRZfH

06/22/2021

Earlier this year we partnered with CommonDesk, LLC to assist with their strategic growth plans. They are an innovative, high growth real estate services firm specializing in the design, development, management, and leasing of turn-key, experiential office solutions led by Nick Clark and a very talented leadership team. This transaction was led by Carlos A. Lacayo and Alex Williams, who put in the hard work in a short period of time. We’d also like to thank our legal counsel, Ed McQueen, of Bell Nunnally & Martin LLP. https://thecommondesk.com/

Find your favorite way to work at one of Common Desk's coworking spaces. Flexible office memberships & daily rentals available. Book a tour!

06/04/2021

Montgomery Capital Advisers is pleased to announce that we have recently partnered with Loadtex, Inc., a fast-growing ground freight transportation company in the Dallas-Forth Worth area, to provide growth capital to support key strategic investments. A great team effort from Montgomery Capital led by Carlos A. Lacayo, Jamie Rough, and Warren McKee. We would also like to thank our legal team, Wick Phillips, led by Isaac Brown and Allie Winkle. Lastly, this would not be possible without the hard work from Loadtex’s CEO Kevin Barker and CFO Lisa Bridges. We are excited to watch them grow and take their company to the next level of linehaul services.

When you’re shipping by the truckload, there’s no need to worry about delays or mistakes caused by other deliveries along the way; your freight is THE freight.

03/29/2021

Please join us for the second installment of our Business Owner Perspectives virtual event series to hear from industry experts on strategic alternatives for business owners looking to drive growth, revisit capital structures or plan for an exit in 2021. https://bit.ly/3lxtfcP

03/29/2021

We want to take this moment to recognize Matthew Ito and Alex Williams for their promotions to Vice President earlier this quarter.

We also want to recognize Jamie Rough for his promotion to Associate.

These promotions reflect stellar performance and valuable contributions to MCA and our co-investor network.

11/19/2020

We'd like to thank Pinecrest Capital Partners for referring a quick-turnaround bridge opportunity in health care services to MCA. We funded in just five days! At MCA we can adjust to the situation to meet the needs of our clients and we are always seeking new opportunities. Carlos A. Lacayo and Alex Williams from the MCA team did an outstanding job leading the deal.

11/05/2020

The COVID-related decline in investment sales and disruption to net operating income for many properties have created challenges in assessing average capitalization rates. To best ensure accuracy, hotels were excluded from this survey and retail cap rates were collected only for grocery-anchored pro

11/02/2020

Montgomery Capital Advisers, LLC Announces closing of its $25,000,000 investment fund.