Greg Montgomery has overseen significant growth and value creation as a CFO. Some of his achievements include delivering a $499 million return on equity at 128% through energizing private equity portfolio companies, providing a $126 million sales price premium by improving a private equity company's value proposition, and generating $510 million in EBITDA and $1.5 billion in return on equity through leading centralization and restructuring efforts at a public MLP. Throughout his career, Montgomery has built successful finance teams, negotiated capital funding deals totaling over $3.5 billion, and advised CEOs and boards as a trusted business partner.

1. Achievements

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GREG MONTGOMERY, CPA
Houston Texas Area  713.304.6772  gregorysmontgomery@gmail.com  www.linkedin.com/in/greg-montgomery-houston
CHIEF FINANCIAL OFFICER | SENIOR FINANCE EXECUTIVE
Inspired Accretive Execution  Validated Operational Framework  Capital Structure Optimization
Turning Enterprising Accomplishments into Sustainable Petroleum EBITDA & ROE Growth
Growth Strategy
 $499 million ROE growth at an IRR of 128% (4.2x multiple) provided through energizing high-return
private equity portfolio companies as CFO, from start-up through growth and finally liquidations, based on
5-year private equity investment fund horizons.
 $126 million sales price premium provided by improving private equity sponsored company’s value-
proposition through articulating commercial fundamentals, maneuvering proprietary technology, aligning
future organic growth of $135 million EBITDA and instituting profit enhancement optimizations.
 $20 million EBITDA growth (6.0X multiple) provided for Public MLP, steering valuation and diligence for
offshore crude midstream acquisition and developed capital valuations for private company.
 $15 million EBITDA (68%) created through organic projects and profit enhancement initiatives.
 $9 million EBITDA (45%) increase in two years through influential organic growth and high return profit
enhancements.
 $800 million drop-down of assets, concentrated structuring, valuation and due diligence for 17 successful
acquisitions and meaningful positioning of extensive organic growth for public MLP Company.
Strategic Planning
 12% accelerated ROE growth by generating customer-centric strategic plan, focused on identifying
opportunities improving the company’s value proposition, providing more services and capabilities for
privately held company.
 >20% ROE generated through plan focused on undeserved area franchises for private equity company for
private equity sponsored company.
 Inspired accretive execution, validated operational framework and capital structure optimization
throughout career.
 28% and 128% ROE, for career and private equity, respectively, through history of rapidly scaling
petroleum businesses, creating high quality value chain scope through keen business acumen and
accomplishing top-tier profit growth.
 Strategic bottom-line thinker with background exceeding ambitious corporate goals by enhancing profit
drivers, creating attractive opportunities and optimizing capital structure.
 Utilized private equity and MLP midstream leadership experience to position a conservative regional
privately held midstream storage terminal company among the top performers by transforming to an
inventive, assertive, accountable, and competent growth company.
Profit & Loss Accountability
 $30 million of annual procurement cost savings achieved through enhancement and management of
systems, processes and control for public corporation.
 $2.3 million of annual cost savings created through reducing purchasing spend 13% by negotiating pricing
advantages for equipment and materials, enhancing capabilities and increasing quality for privately held
company.
 $1.8 million of profit enhancement by maximizing cash flow optimization for the efficient funding of organic
growth projects through operational cash flow, balance sheet strength and flexible leverage for private
equity sponsored company.
 $200,000 in annual audit fees saved through increased collaboration with Big 4 CPA firm and increasing
productivity of the audit for private equity sponsored company.

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GREG MONTGOMERY, CPA
Houston Texas Area  713.304.6772  gregorysmontgomery@gmail.com  www.linkedin.com/in/greg-montgomery-houston
CHIEF FINANCIAL OFFICER | SENIOR FINANCE EXECUTIVE
Inspired Accretive Execution  Validated Operational Framework  Capital Structure Optimization
Turning Enterprising Accomplishments into Sustainable Petroleum EBITDA & ROE Growth
Innovation & Process Improvement
 $510 million EBITDA and $1.5 billion ROE growth through leading centralized restructuring, under a
matrix structure of business units, segments, divisions and functions, an aggregation of mergers,
acquisitions, organic expansions, asset drop downs, profit enhancements, capital funding’s and Oracle
ERP implementation for public MLP company.
 $8 million distribution benefit provided by optimizing entity roll-up framework for mitigating income taxes
and legal liability for private equity sponsored company.
 117% ROE increased ROE for privately held company by directing transformational change.
 23% project ROI increase by deploying a safety car phase on the new SAP ERP and EPM roll-out and
refocusing the go-forward project plan based on a proven effective model of execution for privately held
company.
 15% project ROI achieved through leading the deployment of a $40 million Oracle 11i and Hyperion
enterprise-wide system on time and on budget for public MLP company.
 5% sustainable ROE Increase by expediting a transformation of culture; developing leadership skills,
establishing democratized creativity and challenging the existing status quo for privately held company.
 15 days reduction in time to close through Oracle 11i and Hyperion implementation.
 300% reduction in approval process timeline from 3 weeks to 1, launched efficient diligence around main
deal points only, and restructured investment strategy, increasing responsiveness to seize opportunities
at hand for privately held company.
Blue-Chip Finance Teams
 15% profit premium generated by commanding finance teams through passionate, agile, performance
driven commitment; providing quality context, risk mitigation, financial positioning and growth support
throughout career.
 $7.4 million of prior misstatements uncovered while restructuring the finance and accounting team, with
an initial focus on consistent GAAP and IFRS monthly financial and management reporting and review for
privately held company.
 $1.5 million profit increase produced for privately held company through enhanced risk management
framework and developed, sharpened and mentored a new finance team for private equity company.
 15% reduction in risk management costs by strategically balancing company growth plans with effective
risk management through a diverse asset and customer base and a methodical insurance, credit,
commodity price and interest rate mitigation plan for private equity company.
 11% EBITDA enhancement created through high quality valuation models, financial information and
metrics driving support and performance through flash reporting context and insight for private equity
company.
 Led complex regulatory compliance requirements to satisfy SEC, FERC and SOX regulations.
 Career building superior teams providing sound financial context and guidance, core metrics driving
impactful performance and best-in-class risk management.
CEO & Board Business Partner
 30% income premium created as a business partner to CEO’s, Boards and stakeholders, by providing
strategic direction, optimized targeted opportunities, operational effectiveness and financial excellence
throughout career.

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GREG MONTGOMERY, CPA
Houston Texas Area  713.304.6772  gregorysmontgomery@gmail.com  www.linkedin.com/in/greg-montgomery-houston
CHIEF FINANCIAL OFFICER | SENIOR FINANCE EXECUTIVE
Inspired Accretive Execution  Validated Operational Framework  Capital Structure Optimization
Turning Enterprising Accomplishments into Sustainable Petroleum EBITDA & ROE Growth
 Carried out CEO’s plan around business and commercial development, valuation, diligence and
integration and identifying alternative markets leading to favorable capital investment opportunities for
private equity company.
 Translated for the board, strategic initiatives, market conditions and environments into impactful metrics,
providing meaningful context and insight for effective leadership, strategic decisions and investor
alignment for public MLP company.
 Trusted advisor respected for good judgment and integrity, influencing executive teams and boards and
known for communicating financial imperatives at all levels of an enterprise throughout career.
 Advised CEOs in the public MLP, private equity, and privately held petroleum value chain; creating
business strategies, driving transformations, supporting business development, securing capital funding
increases and developing high performance finance teams and controls throughout career.
Capital Funding & Structuring
 $800 million senior credit facilities negotiated and placed for three private equity companies.
 $50 million credit facility increase secured for private equity company through third party valuation.
 $1.3 billion in IPO and secondary offerings, 5 senior note placements of $900 million and a $400 million
credit facility secured in support of financial goals and growth for public MLP company.
 Navigated capital structuring services for public MLP focused on investment grade financial strength.
Growth Projects
Mergers & Acquisitions $3.2 Billion (29 Transactions)
Organic & Green-Field $4.9 Billion (12 Transactions)
Total Growth $8.1 Billion (41 Transactions)
Capital Fundings
Credit Facilities $1.2 Billion (8 Fundings)
Private & Public Notes $0.9 Billion (5 Fundings)
Initial Public Offerings $0.4 Billion (2 Fundings)
Secondary Offerings $0.8 Billion (7 Fundings)
Private Equity Sponsor $0.2 Billion (5 Fundings)
Total Fundings $3.5 Billion (27 Fundings)