Montgomery Capital Partners Fund V Revenue, Growth & Competitor Profile

DBA MONTGOMERY CAPITAL ADVISORS LLC
DBA Montgomery Capital Partners I, LP
DBA Montgomery Capital Partners II, LP
DBA Montgomery Capital Partners III, LP
DBA Montgomery Capital Partners IV, LP
DBA MONTGOMERY, COSCIA & GREILICH, LLP

Company Profile & Annual Report for Montgomery Capital Partners Fund V

Access the complete profile.

Montgomery Capital Partners Fund V Fast Facts

Revenue	$1 - $10 million    See Exact Annual Revenue
Employees	N/AExact Company Size
Primary Industry	541211 Offices of Certified Public Accountants
Additional NAICS Codes	541611 Administrative Management & General Management Consulting Services
Address	2500 Dallas Parkway Suite 533 Plano, TX 75093

Note: Revenues for privately held companies are statistical evaluations.


Montgomery Capital Partners Fund V's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Montgomery Capital Partners Fund V's annual revenues are $1 - $10 million (see exact revenue data)
• What industry is the company in?
  • Montgomery Capital Partners Fund V is classified as operating in the Offices of Certified Public Accountants industry, NAICS Code 541211.

Montgomery Capital Partners Fund V Annual Revenue and Growth Rate

Montgomery Capital Partners Fund V	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2023	$1 - $10 million Details in Premium Report
2022
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Montgomery Capital Partners Fund V's revenues are gauged from an analysis of company filings.

Montgomery Capital Partners Fund V's Income Statement (based on Industry Averages)

Montgomery Capital Partners Fund V P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Investor Activity

Montgomery Capital Partners Fund V has actively raised capital from investors. These investors may include private investors, venture capital firms, or other investment vehicles.

Date	Investors	Percent Raised	Target Size
May 13, 2024	142	100%	$40 MM
Complete list of funding rounds and total amounts in the Company Report

Market Share of Montgomery Capital Partners Fund V's Largest Competitors

A competitive analysis shows these companies are in the same general field as Montgomery Capital Partners Fund V, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
ERNST & YOUNG INVESTMENT ADVISERS	Secaucus, NJ	100
KPMG LLP C/O TOTAL REWARDS DEPT	Montvale, NJ	64
PRICEWATERHOUSECOOPERS	Tampa, FL	63
DELOITTE	New York, NY	51
ANALYSIS GROUP	Boston, MA	23
BDO USA	Chicago, IL	17
CLIFTONLARSONALLEN	Minneapolis, MN	15
GRANT THORNTON	Chicago, IL	12
BEALES BEST	Victoria, TX	11

Nearby Competitors

These companies are similar in business line and location to Montgomery Capital Partners Fund V. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
CORROHEALTH	Plano, TX	100
CAIN WATTERS & ASSOCIATES	Frisco, TX	30
WESTWOOD ADVISORY SERVICES	Frisco, TX	20
CRIUS ENERGY MANAGEMENT	Irving, TX	19
INER GROUP	Frisco, TX	15
MARK ANDREWS	Rockwall, TX	12

Future Competition: Montgomery Capital Partners Fund V's Fastest Growing Competitors

These companies are in the same general field as Montgomery Capital Partners Fund V and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)