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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
Greg Montgomery is an accomplished, progressive Senior Finance Executive in the Energy-Oil-Gas industry with
deep experience of rapidlyscaling domestic and international petroleumcompanies,creating high quality value chain
scope through keen business and financial acumen and accomplishing top-tier profit growth, generating $1.2 billion
of EBITDA growth and $5.1 billion of ROE Growth through the development of $8.1 billion assets and strong
positioning of $3.5 billion capital structures, with a Career and Private Equity return on equity of 28% and 128%,
respectively.
Greg was Chief FinancialOfficer and a member of the Board of Directorsfor Oiltanking North America (“OTNA”) from
2017 to 2018. Oiltanking is one of the largest independent operators of tank terminals for oils, chemicals and gases
internationally and owns 76 terminals in 25 countries. In leading the Finance organization for OTNA, his primary
responsibility has been focused on transformation and growth, including the following priorities; performance
management, growth strategy, process optimization, cash management, risk management and organization and
human capital.
Prior to OTNA, Greg served as Chief Financial Officer for Semarus Energy Consulting from 2013 to 2017. In this
role, he advised CEOs in the Public MLP, Private Equity, and Privately Held petroleumvalue chain;creating business
strategies, driving transformations, supporting business development, securing capital funding increases and
developing high performance finance teams and controls. These engagements included upstream, midstream and
downstream petroleum companies, and in one of Greg’s engagements, he successfully steered, for a Public MLP,
the development, valuation, diligence, negotiation and integration of a large offshore crude oil midstream acquisition
at a 6.0X purchase price.
Previously, Greg was Chief Financial Officer for a portfolio of successful Private Equity petroleum companies from
2004 to 2013, including: 1) international downstream chemical refining company, 2) midstream petroleum and
renewable fuels storage terminal company and 3) midstream natural gas and NGL’s gathering and processing
company. Through his customer-centric strategic plans, core values and process driven approach, Greg played a
key role in identifying opportunities that improved the value propositions for these companies, providing high-return
projects and capabilities and positioning these companies for accelerated short and long-term growth from start-up
through growth and finally liquidations, based on the five-year Private Equity investment fund horizons. Through his
innovation, dedication and motivation, these companies provided $499 million of ROE growth at an IRR of 128% and
4.2x multiple.
Before Greg started his Private Equity career, he was Strategic Planning Director | Corporate Controller for Enbridge
Energy Partners, a Public midstream MLP (EEP: NYSE) from 1998 to 2004. In these roles, Greg led the 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 an Oracle
ERP implementation. Through this period, EEP’s annual EBITDA grew by $510 million adding $1.5 billion in ROE
growth.
Formerly, Greg served as Compliance Officer for Pennzoil Company, a Public Integrated international petroleum
Corporation (PZL: NYSE) from 1992 to 1998. Greg was recruited to join the leadership training program for future
Pennzoil executives where he led operational consulting audits touching all areas of Pennzoil internationally,
ensuring the fiscal integrity of the company’s business through the enhancement and management of systems,
processes and control, providing $30 million of annual procurement savings.
Greg started his career with Deloitte, a “Big Four” Accounting Organization where he served as an Audit and
Assurance Intern from 1991 to 1992. Greg performed audits on domestic and international oil and gas public and
private companies.
Greg earned a Bachelor of Business Administration in Accounting from the University of Houston Bauer School of
Business. He is a Certified Public Accountant (CPA) and is a member of the Texas Society of Certified Public
Accountants.
Greg has been very active in both professional associations and community involvement including: Associations -
National Energy Services, Houston Producers Forum, International Terminal Association, Financial Executive
International and Houston Energy Finance | Community – Fund Raising Volunteer for Wounded Warrior, Make-A-
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Wish and Susan G. Komen, Committee Member for the Houston Livestock Show & Rodeo and Board Member for
the Second Ward Redevelopment Committee, Langwood Association and the Houston Independent School District
Community.
