PE-backed, public, and private. I work across ownership structures.

For PE portfolios, I align the search to your value creation plan. The profile: operator who's pulled the commercial levers you care about and delivered impact in contexts that look like your portfolio company. 100-day ready, mapped to hold period.

For corporate, I work with CMOs and CHROs building leadership teams through transformation. Same rigor, different timeline.

I source across ecosystems: agency, brand, consulting. Builders often come from adjacent worlds. Broader reach, fresher slate.

Clients & Case Studies


Inspire Brands | The Montgomery Group Case Study
SVB | The Montgomery Group Case Study
Credit One | The Montgomery Group Case Study
  • The brief: Digital commercialization leader for parent company.

    Engagement summary: Placement at a PE-backed multi-brand QSR platform at the portfolio level, working across six brands shortly after a major brand acquisition closed. Started in digital commercialization, then led portfolio-wide digital retail and ecommerce, managing a 50-person global team, $1.5B in commerce-enabled integrations, and infrastructure serving a $30B brand ecosystem. Moved into the acquired brand to lead its transformation. Promoted to CMO.

    The role required someone with opposing experience: digital infrastructure and brand transformation, not one or the other. His resume suggested adjacent experience. His career arc suggested someone who'd been solving this exact problem across multiple contexts. I recommended the conversation. Eight years and a CMO promotion later, he's still there.

    Value creation:

    • Built portfolio-wide Integration Platform: centralized e-commerce, loyalty, and personalization across six brands

    • Managed $1.5B in delivery and commerce-enabled integrations

    • Scaled "order ahead" platform, turning multi-stall locations into a competitive advantage over single-lane drive-thrus

    • Led first holistic brand relaunch in portfolio history, replacing an 18-year legacy campaign

    • Drove pandemic-era performance: system sales surged 21% in 2020 while the industry averaged 1.7% growth

    Results:

    • $1.5B in commerce-enabled integrations managed across portfolio

    • 50-person global team built (product, analytics, ecommerce, UX)

    • First holistic brand relaunch in portfolio history

    • Promoted to Chief Marketing Officer after 8 years, overseeing 3,500+ locations

    • "Best hire I ever made" — Chief Commercial Officer

    Why it matters: Not a bolt-on digital hire. A transformation leader who built portfolio-wide infrastructure, then applied it to unlock value in an acquired asset. The combination required to convert deal thesis into realized value.

  • The brief: Digital acquisition lead, brand repositioning, customer experience transformation.

    Engagement summary: Three leadership placements at a privately held credit card issuer ranked in the bottom quartile of the US market. Ownership structure mirrors PE dynamics: performance accountability, compressed timelines, disciplined capital allocation. One built the digital engine. One repositioned the brand. One owns the digital experience. Together: complete marketing transformation.

    Value creation:

    CMO -

    • Built digital acquisition engine: direct-mail to integrated DRTV, national TV, streaming, always-on content

    • Built AI-ready content strategy: half of team dedicated to content structured for AI/search ingestion

    • 11+ years tenure, promoted from EVP to CMO

    SVP Brand -

    • Repositioned from "we'll approve you" to "credit-building partner"

    • Built sports-anchored brand strategy across major league partnerships

    • ~9 years tenure, promoted SVP Communications → SVP Marketing

    SVP Digital Experience -

    • Transformed customer engagement from direct mail/phone to digital-first servicing

    • Mobile app: 4.7-4.8 star ratings (rare in subprime segment), 10M+ downloads

    • 9+ years tenure, promoted twice: VP → SVP Customer Engagement → SVP Digital Experience

    Results:

    • Three placements, 25+ years combined tenure

    • All three promoted

    • Growth from ~10M to 17M+ active accounts

    • Bottom quartile → Top 25 US credit card issuers

    Why it matters: Where most PE-style environments experience mid-hold-period leadership resets, three hires delivered continuity across a decade and a complete marketing transformation. Engine. Brand. Experience. All three remain.

  • The brief: Programmatic specialist to build first in-house trading desk.

    Engagement summary: Introduced via consulting partners who were architecting the company's strategy to build the first in-house programmatic trading desk, one of the first efforts of its kind at this scale. Strategy work identified the need, TMG found the builder. The role required a technical polymath capable of zero-to-one buildouts and navigating Fortune 50 stakeholders. Agency background (deployed global programmatic infrastructure for a major tech client at global agency) combined with builder mindset.

    Value creation:

    • Built first in-house Programmatic Trading Desk from scratch, pioneering shift from agency-managed to internally-owned activation

    • Expanded scope systematically: Programmatic → Social → SEM/SEO → Ad Ops → Marketplace/Affiliate

    • Now leads digital activation across 20+ businesses in company's highest-margin division

    • Team manages full activation stack across major social and programmatic platforms

    • Award-winning campaign execution

    • Foundation for company's current push toward 75% ad automation

    Results:

    • Multiple promotions to VP

    • 9+ years tenure where 2-3 years is typical

    • Scope expansion from single channel to all digital activation

    • Consistently hired and developed talent, scaling team over 9 years

    Why it matters: Consulting-originated search with pre-validated mandate and full leadership buy-in. Candidate started Day 1 with clarity. The "programmatic specialist" became the VP architecting the company's entire digital activation infrastructure, now central to their automation strategy.

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