Meet Our Team

Management

Jeffrey Montgomery

  • 17+ years of experience in Financial Services

  • Strong history of making a positive economic impact in the local community; viewed as a people leader and relationship manager across previous roles

  • Executive Management Experience: started local Community Bank (raised $52M); built out infrastructure

  • Chief Banking Officer for Triad Business Bank

  • Private Equity Experience: Worked with SunTrust Robinson Humphrey PE group with focus on M&A; arranging 15+ transactions primarily for companies executing roll up strategies

  • 2021 President – Carolina Acquisition Partners

Advisory Board

Swope Montgomery

  • Native of Asheville, NC

  • University North Carolina, Chapel Hill (1970)

  • US Army Reserves, Staff Sergeant (1970 – 1977)

  • Trust Company of Georgia, Retail Banking and Corporate Banking (1971 – 1980)

  • Wachovia Bank, Winston Salem and Atlanta, National Accounts (1980 – 1988)

  • First Union Bank, Greenville, SC, team leader for Commercial Bank (1988- 1990)

  • Bank of North Carolina President & CEO (1990 – 2013)

  • While President & CEO of Bank of North Carolina, started after raising $4 million in capital, received regulatory approval from FDIC and NC State Banking Commission. Expanded by hiring teams of bankers in growing markets and completed ~12 acquisitions. Eventually grew to 75 offices in NC, SC, and VA, and sold for $2 billion in 2016 to Pinnacle Financial Partners. Remained as a Board member until Pinnacle acquisition and has since retired

Matthew Mills

  • 7+ years of professional experience focused in finance

  • 3.5 years as investment banking analyst and associate in Consumer & Retail group at Jefferies, with capital markets and transaction experience across M&A, debt, and equity

  • 4+ years working for Snap One, a smart living product manufacturer and distributor, in various financial roles, including as Director of Finance. Instrumental in executing 5+ tuck-in acquisitions and capital markets activities, including IPO in July 2021

  • Current Vice President of Finance for Three Ships Marketing, an operator of 50+ marketplace websites that connect consumers with trusted brands

  • University of Virginia, McIntire School of Commerce graduate

  • Native of Greensboro, NC and resides in Charlotte, NC