The Sophistication and Experience of an international investment bank.

The network and market knowledge of an Industry Veteran.

Trusted Relationships & Personal Attention

We help Owners and Managers
Tackle Strategic Opportunities and Challenges

Montrose Advisors was formed to provide the sophistication and experience of an international investment bank, the deep network and market knowledge of an industry veteran, and the trusted relationships and personal attention of a boutique consultancy. We help owners and managers tackle strategic opportunities and challenges with a combination of rigorous analysis, disciplined processes, and creative solutions.

Our Services

Mergers and Acquisitions

Montrose Advisors initiates and executes sell-side, buy-side, and divestiture M&A mandates for middle market businesses in the Manufacturing, Metals, and Industrial Services sectors. Our founder, Dan Sullivan, has completed dozens of transactions, ranging in size from $10 million to $250 million, for family businesses, entrepreneurs, private equity funds, and corporate owners.

Capital Raising

Montrose Advisors maintains extensive relationships with senior lenders, unitranche and mezzanine investors, and equity providers. We leverage this network to place debt and equity capital in the private market in support of M&A transactions and corporate growth initiatives.

Strategic Advisory

Montrose Advisors' advisory services focus on helping clients maximize value while exploring a range of strategic and financial options. These services include strategic planning and alternatives assessments, business valuations, capital structure assessment, financial analysis, and preparing a business for sale.

Featured Transactions

“Montrose Advisors did a great job for Friedman Industries, guiding us through the ups and downs of the acquisition process while providing top notch subject matter expertise. With Dan’s help we were able to stay on track and on time with our transaction objectives. Dan’s deep understanding of the Steel and Service Center markets played an important role in our success. We would engage Montrose Advisors again in a heartbeat!”

Mike Taylor, CEO, Friedman Industries, Inc.

“I’m extremely glad I hired Montrose Advisors to represent my company in our sale process. Their M&A experience and extensive market knowledge were vital to negotiating the right price and even-handed contract terms. I wouldn’t have been able to do it without them.”

Roy Berlin, CEO, Berlin Metals, LLC

“Montrose Advisors took the time to understand our business, the competitive landscape, and was diligent and thorough in communicating our strengths into marketplace. Dan knows steel, he understands distribution and manufacturing…he did a great job for us.”

Jack Matheson, CEO, Arbor Metals

"This was our first acquisition utilizing an advisor and Dan was instrumental in our getting the deal done. Buying a privately owned family company is never easy and brings with it a lot of sentimental emotion. Dan did a great job of showing empathy for the sellers, while also ensuring the transaction moved forward."

Matt Crocker, CEO, SPS Companies, Inc.

Montrose Advisors did a great job for us. This was a tricky deal in a tough market, but Dan stuck with it, shepherded us through the process, and got it done.”

Ted Lerman, Steel Warehouse Company