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Distinct shells carrying a filed role for this person — not every shell they have ever touched.
Of those vehicles, the ones that closed a merger.
Announced but not closed, and still hunting.
No closed vehicle here has both a stored price and a filed trust value to score it against.
2 vehicles on file, newest listing first
none appears on more than one · 1 vehicle carry no counterparty filing we have read
2 people on two or more of them
Jon M. Montgomery is a Managing Director at Meredith Financial Group Inc., a financial management and advisory firm based in New York City, where he has developed expertise in managing complex financial transactions and providing strategic advisory services. He currently serves as an Independent Director of Lakeshore Acquisition III Corp. (NASDAQ: LCCC), a $60 million blank-check company that priced its IPO in April 2025 and is searching for a target business in North America, South America, Europe, or Asia. At Lakeshore III, Mr. Montgomery chairs the Nominating Committee and sits alongside fellow independent directors H. David Sherman and Brian Ferrier, with Deyin (Bill) Chen serving as Chairman, CEO, and CFO. He holds 10,000 shares of LCCC stock and was appointed to the board in 2025. The company is headquartered at 667 Madison Avenue, New York, NY 10065.
Mr. Montgomery is a prolific figure in the SPAC sector, having served as a director across five special purpose acquisition company transactions with total deployed capital of approximately $170.9 million. His track record includes Lakeshore Acquisition II Corp. (LBBB), which raised $60.9 million in January 2022 and completed a business combination valued at $230 million in the agriculture technology sector, and Newborn Acquisition Corp. (NBAC), a $50 million SPAC that announced and closed a transaction resulting in Nuvve Holding Corp. (NASDAQ: NVVE), a green energy technology company. He also served as a director at Nature's Miracle Holding Inc. (NMHI), which was the result of a Lakeshore Acquisition II combination. His merger completion rate across these vehicles stands at 20 percent, with frequent underwriting partners including A.G.P./Alliance Global Partners, EF Hutton LLC, Network 1 Financial Securities, Maxim Group LLC, and Chardan Capital Markets.
In addition to his Lakeshore III role, Mr. Montgomery has served as Board Chair of Nuvve Holding Corp. since 2021 and also chairs that company's Nominating Committee. His insider holdings at Nuvve have grown through option awards, reaching approximately 178,235 shares by mid-2023 and over 100,000 shares as of August 2025. He is a frequent collaborator with H. David Sherman, with whom he has worked across five SPAC deals, and has also partnered with Deyin (Bill) Chen, Tie (James) Li, George Yutuc, and Zhiyi (Jonathan) Zhang across multiple transactions. His sector focus has spanned agriculture technology and green energy technology, reflecting a concentration in emerging growth and sustainability-oriented businesses.
This record is keyed to SEC CIK 0001851796 — the identifier this person files under in their own name. Every vehicle above is a filing made under that CIK, so “the same person on two shells” is a fact about an SEC identifier rather than about a name that happens to match.
Roles are the strings the filings used, in the order they were filed. Nothing on this page ranks them, infers seniority, or offers a reason why any two of these names recur — a recurrence is a count, and the filings that produced it are linked beside every row. We also hold 39 institutional-holder rows on these vehicles, under 20 distinct name strings, and none of them is counted across vehicles: that table has no CIK column, and matching holders by name would merge firms that are not the same firm.