GREG MONTAGNA | MANAGING DIRECTOR

Greg founded MIII advisors to bring bulge bracket caliber investment banking services to family owned and closely held middle market companies.  Prior to founding MIII Advisors, Greg worked for eighteen years in investment banking on Wall Street with global investment banks, including Truist, The Valence Group, a Piper Sandler Company, Jefferies Group LLC and Bear, Stearns & Co. Inc.  He has executed more than $40 billion in transaction value and more than 30 transactions at leading financial institutions.  Greg has advised on a broad range of assignments, including buy-side, sell-side, strategic alternatives, growth and acquisition financing and special situations in industrials, including chemicals, materials, ingredients, metals and mining, packaging and distribution sub sectors.

Greg earned an MBA and BS from Indiana University.