Tom is Managing Partner of Montgomery Coscia Greilich LLP. His primary disciplines include advanced tax planning, transactional services, particularly mergers, acquisitions, debt/equity financing for both public and private companies and 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.
Tom is a Certified Public Accountant and graduated from Texas Tech University with a MS in Accounting and Taxation. He is a member of the American Institute of Certified Public Accountants.
Tom sits on the Board for Children’s Medical Center, is on the Board of Advisers for the Entrepreneurs For North Texas and actively participates in mission trips through St. Andrew’s United Methodist Church.