User:Greg Montgomery, CFO & CPA

Greg Montgomery has been Chief Financial Officer and a member of the Board of Directors for Oiltanking North America (“OTNA”) since 2017. He is an award winning, recognized Senior Finance Executive in the Energy-Oil-Gas industry with deep experience of rapidly scaling domestic and international petroleum companies, 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. 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 petroleum value 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.

Greg started his career with Pennzoil Company, a Public Integrated international petroleum Corporation (PZL: NYSE) where he served as Compliance Officer 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.

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:  Association - 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-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.