Dear Friends and Colleagues,

Montrose Advisors is pleased to provide an update on our transaction activity. We’ve recently helped our clients close four M&A transactions – Buy-side and Sell-side – in both healthy and challenged markets. Our clients and counterparties in these transactions included family businesses, private equity owners, and multi-national corporations in the Metals, Energy, Manufacturing, and Transportation sectors.

Below are testimonials from our clients in these deals:

“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 Montrose Advisors 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.

Thank you for all your support as we've built Montrose Advisors. We appreciate the counsel, friendship, and, of course, the business and referrals you’ve brought our way. We continue to work hard, providing top-quality advice and navigating through the tough issues to get deals done for our clients, and we look forward to continued success.

All the best to you during the rest of the year.