Rob Montgomery, Partner

Rob specializes in leading teams to restore and improve financial and operating performance in situations ranging from distressed restructurings through ‘good-to-great’ transformations. Over the last 20-years he has partnered with clients across a diverse set of industries including auto, consumer, hospitality, industrial, mining and retail.

Select Representative Experience

Size of Company
Role and Impact
Publicly Traded CPG Company

Developed comprehensive ‘path to profitability’ plan prioritizing operational and EBITDA enhancing initiatives across marketing, procurement, warehousing and logistics, and through improved business processes, to drive $20M+ in recurring annual EBITDA enhancement and $10M+ release of cash from the balance sheet.

VC-backed Life Sciences SAAS Developer

Retained by Board to assess the company’s business plan with a focus on go-to-market strategy, AI / ML product development roadmap and analysis of pipeline and bookings performance.  Prepared analysis of implementation considerations and commercial implications associated with strategic alternatives to address rapidly changing market forces.

Home Furnishings Distributor

Designed and executed on a post-merger integration strategy leading to the creation of $30M in recurring value through a realignment of the organizational structure, vendor consolidation, supply chain improvements and optimization of the consolidated distribution footprint. Provided executive-level leadership and on-the-ground implementation support.

Cloud-enabled Streaming Media Provider

Served as financial advisor to a leading mobile communications provider in the successful restructuring of a critical technology partner. Provided a comprehensive evaluation, as well as strategic recommendations, on available alternatives, and led negotiation of financing package to support the successful transition of services and sale of the company.

Branded Specialty Snack Manufacturer

Represented direct lender in negotiating a loan amendment and capital contribution from the equity sponsor. Advised the borrower on stabilizing cash and enhancing working capital management, maximizing available liquidity, and enabling the company to mitigate early-stage operational disruptions stemming from the onset of the COVID-19 pandemic.

VC-backed Hyper-Growth Startup

Interim Director of Operations. Led initial phase of operations launch, scaling of internal teams and transition of operating responsibilities to permanent team members. Responsible for development and execution of the strategy, and codification of rapidly scalable SOPs, supporting deployment of 1,000 operating cells across North America.

North American Mining Company

Chief Transformation Officer. Responsible for development and implementation of $135M+ operational transformation program. This ‘Transformation in a Bankruptcy’ served as the cornerstone of the company’s successfully negotiated consensual plan of reorganization.

Gas and Electric Utility

Led design and governance of a highly complex 3-year transformation program to deliver $2.0B+ of value creation. Introduced lean principles to field organization improving productivity by ~20% and dramatically reducing backlog of work and improving safety across distribution networks.

Renewable Energy Developer and Operator

Responsible for the identification of cost reductions across operating platforms and functional areas as well as providing strategic transition planning and oversight in support of an extensive asset sale process.

Textbook Wholesaler and Retail Operator

Engaged post-acquisition by PE fund to recruit and train Financial Planning and Analysis team and to develop and codify suite of planning and reporting tools and processes. Led retail operations team on EBITDA-enhancing profitability review of 250-store fleet, developed 4-wall operational assessments and negotiated store sales, lease concessions and buyouts.

Multi-channel and Vertically Integrated Specialty Retailer

Interim Executive and Restructuring Officer. Successfully pivoted business to a ‘back to basics’ operating model that yielded LTM EBITDA improvement of $37M, comp revenue improvements across direct and retail channels and a 40% reduction in year-end inventory and accounts receivable. Completed pre-negotiated restructuring in under six months.

Casino and Hotel Operator

Company-side advisor on successful Chapter 11 reorganization. Structured and directed treasury operations and cash management functions, personnel and controls for organization recently separated from $1.8B parent company. Directly responsible for daily cash and financial performance management across portfolio of casino and hotel properties.

Commercial Vehicle Axle Manufacturer

Led forensic review of legacy pricing and manufacturing cost increases across 40+ of the company’s high-volume products (200,000+ units sold annually) and identified $50M+ of margin improvement across the portfolio. Supported development and implementation of $70M in EBITDA improvement through facility consolidations and manufacturing layout optimization.

Tier-1 Automotive Manufacturer

Company-side advisor on successful financial restructuring program. Led the design, implementation and oversight of a vendor management program tasked with negotiating vendor liability settlements while maintaining uninterrupted flow of products and services to the company’s manufacturing facilities across North America.

Automotive Parts Remanufacturer

Engaged by the office of the CFO to evaluate and enhance existing controls and capabilities related to treasury operations and liquidity management. Developed and deployed suite of financial planning and analytic tools as well as 5-year strategic business plan.

Commercial Vehicle Engine Sales and Service Business

Led design and governance of a multi-year operational transformation program identifying over $300M in recurring annual EBITDA improvements as well as generating $80M in cash release through working capital optimization. Served as senior advisor and coach to the client’s Chief Transformation Officer.

Producer of Consumer Electronics and Wearables

Engaged to evaluate sales and operations planning process, liquidity needs and working capital management. Developed integrated tools to assess capital allocations and manufacturing production plans based on global retail channel performance, forecast sell-through and category demand.

Healthcare Supply and Distribution Company

Developed and implemented an integrated cash forecasting and working capital management process. Established cross-functional team tasked with increasing liquidity through enhanced cash forecasting, collections and rebate management, contract negotiations, demand forecasting and inventory management.

Rob Montgomery
San Francisco