Montrose Advisors Overview

  • Service
  • Financing Advisory
  • Founded
  • 2013
Founded
  • Serviced Companies
  • 17
  • Serviced Deals
  • 17
  • Serviced Investors
  • 6

Montrose Advisors General Information

Description

Montrose Advisors is a boutique corporate finance and strategic advisory firm serving family businesses, entrepreneurs, private equity portfolio companies, and multi-national corporations. The firm caters to the aerospace, automotive, capital goods, construction and infrastructure, energy, healthcare, metals, and general industries. Montrose Advisors assists its clients in mergers and acquisitions, private equity deals, and mezzanine transactions. Montrose Advisors offers services in the areas of business valuations, capital structure assessment, financial analysis, and budgeting.

Contact Information

Year Founded
2013
Service Provider Type
Financing Advisory
Primary Office
  • 2244 West Wellington Avenue
  • Chicago, IL 60618
  • United States
+1 (312) 000-0000

Montrose Advisors Services to Companies

Service on a Deal (17)

Company Name Service Provided Deal Date Deal Type Deal Amount
Berlin Metals Advisor: General Apr 2018 00000 0000000
00000 00000000 Advisor: Financial Due Diligence Mar 2018 00000 0000000
000000 000000 Advisor: General Nov 2015 00000 0000000
00000 00000000 Advisor: General Jan 2015 00000 0000000
000000000 00000 00 Advisor: General Apr 2013 00000 0000000
000000000 0000000 Advisor: General Oct 2012 00000 0000000
0.0. 00000 Advisor: General Apr 2011 00000 0000000
000000 0000000000 Advisor: General Sep 2009 00000 0000000
Scott Brass Advisor: General Mar 2009 00000 0000000
Hackney Ladish Advisor: General Dec 2008 00000 0000000
You’re viewing 10 of 17 services to companies. Get the full list »
Want detailed data on 3M+ companies?

What you see here scratches the surface

Request a free trial
Want to dig into this profile?

We’ll help you find what you need

Learn more

Montrose Advisors Services to Investors

Service on a Deal — Buy Side (6)

Investor Name Service Provided Deal Date Deal Type Deal Amount
SPS Companies Legal Advisor Dec 2019 00000 0000000
00000 00000 Legal Advisor Dec 2019 00000 0000000
00000 000000000 Advisor: General Jan 2018 00000 0000000
00000 & 0000 00000 Advisor: General Aug 2016 00000 0000000
Mill Steel Advisor: General Jan 2016 00000 0000000
Logic Ventures Advisor: General Dec 2014 00000 0000000
To view Montrose Advisors’s complete services on a deal — buy side history, request access »

Service on a Deal — Sell Side (5)

Investor Name Service Provided Deal Date Deal Type Deal Amount
Harbert Management Advisor: General Jun 2017 00000 0000000
0000000000 Advisor: General Apr 2015 00000 0000000
000000000 0000000 Advisor: General Oct 2012 00000 0000000
Crucible Industries Advisor: General Aug 2007 00000 0000000
Samuel SMT Advisor: General Jul 2007 00000 0000000
To view Montrose Advisors’s complete services on a deal — sell side history, request access »

Montrose Advisors Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

This information is available in the PitchBook Platform. To explore Montrose Advisors‘s full profile, request access.

Request a free trial

Montrose Advisors Team (1)

Name Title Deals Office Contact
Info
Daniel Sullivan Founder and Managing Director 0 Chicago, IL
To view Montrose Advisors’s complete team members history, request access »