Client Profile and Markets Served

Montrose Advisors’ core client base comprises small- and mid-sized businesses in the manufacturing and services sectors. We have successfully completed transactions for and with Family Businesses, Entrepreneurs, Private Equity portfolio companies, and Multinational Corporations. Our clients serve a wide range of end markets, including Aerospace, Automotive, Capital Goods, Construction & Infrastructure, Energy, Healthcare/Medical, Metals, and General Industrial.

Montrose Advisors has particular experience with the following types of businesses:


Selected Capabilities

We provide first-class service, analysis and execution to our clients through the following product offerings:

  • M&A transaction execution and negotiation – sell-side and buy-side
  • Financing: capital structure assessment & capital raising
  • Strategic planning & alternatives assessment
  • Development and execution of acquisition strategies
  • Preparing a business for sale
  • Business valuation
  • Financial analysis, budgeting and long-term planning
  • Presentation development, messaging, and delivery

FMA member
CRSI member