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.
“Dan spent a great deal of effort and time getting to know our business and our employees. His deep knowledge of our industry and his diligent process helped us find the best match for what the owners of Southern Steel were trying to accomplish. Dan has been great to work with in every aspect.”Neil Cohen, CEO, and Michael Wexler, CFO, Southern Steel Supply Company
“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
"We were truly pleased with Montrose Advisors’ representation and glad to continue our long relationship with Dan Sullivan. He represented ESP in 2007 when we bought the business, and again this year as we sold it. Dan ran an efficient process, got us a great price, and brought the right buyer for ESP - one we wouldn't have found on our own.”Arthur Hollingsworth, Managing Partner, Lone Star Investment Advisors