Montrose is a private consulting company whose Founder has over forty years of experience in the corporate and investment banking industry.   It assists clients navigating the complexities of the energy transition and adapting to the necessity of a net zero objective.   It works in conjunction with other advisory firms with a similar agenda to provide a full suite of products to its clients.

Purpose

Our business model is to target SME’s that lack the resources internally to meet net-zero targets and provide the advisory services to enable them to develop the infrastructure, governance system and KPI’s to meet the net-zero goal in a reasonable time frame-preferably before 2035.  Montrose leverages its own resources by aligning with other companies to provide the full suite of services which culminates in assisting the client in arranging financing to accomplish its capital requirements.

Its primary clients are involved in various segments of the energy industry.

Dennis E. Petito

CEO and Founder , Montrose Capital Advisors, LLC

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Summary

Montrose Capital Advisors will advise approximately 10 small to mid-cap companies (SME's) lacking internal resources to navigate the requirements to set up an ESG/Sustainability governance infrastructure and develop net zero targets for 2050.

Activities & Initiatives

Montrose Capital Advisors helps SME's meet challenges of the energy transition by reducing GHG emissions over a five year period to acceptable levels.  We will perform this function through collaboration with companies that will provide a suite of products to help companies achieve these objectives.

Measures & Targets

Montrose will assist its clients in establishing KPI’s to reduce GHG emissions to a net zero level and obtain appropriate certification of hydrocarbon production, thereby stimulating access to markets at higher net realizations.  Clients will work toward a net zero goal by 2035, with annual improvements each year.  Clients will be in compliance with the TCFD, and will be in a position top demonstrate a resilient business model utilizing three sensitivity scenarios.  The time frame and number of clients will be a function of the speed with which Montrose is able to ramp up this advisory capacity.

 

SDG Focus Area(s):

Summary

Montrose will work to expand the sponsor base by at least two new full sponsors within the next year to enable 8 students to sustain access to quality Jesuit education.

Activities & Initiatives

The primary goal of providing access to a quality education to students at or below the poverty level requires the support of corporate and individual sponsors.  Private and public companies contract with Cristo Rey Jesuit for teams of up to four students to provide lower level clerical jobs in their offices.  The partnerships are invaluable as they provide a sense of community and commitment to the program, that has contributed greatly to the success of the students. Cristo Rey Jesuit uses an innovative Corporate Work-Study Program (CWSP) as part of its curriculum to empower its students. They earn more than half of the cost of their education while gaining life-changing professional work experience. All Cristo Rey Jesuit students are required to participate in the CWSP.*       Students participate in a summer CWSP training initiative and develop basic workplace skills such as proficiency in Microsoft Word, PowerPoint, and Excel.*       A team of four students work alternate days on one job, allowing each student to work five full days a month in the office of one of our many corporate partners.*       Corporate partners do more than simply employ students; they directly invest in their future by serving as educators and inspirations as they lead, transform, and empower the next generation of business leaders.

Measures & Targets

Montrose will work to expand the sponsor base by at least two new full sponsors in the next twelve months.  This will enable 8 students to sustain access to a quality Jesuit education.

Through volunteer work with corporate sponsors organized by the work/study volunteers, students at Cristo Rey Jesuit Prep, are able to defray about 50% of the cost of tuition. thereby enabling these students to earn a quality private school education

SDG Focus Area(s):

Summary

Develop webinars and panel discussions to educate energy companies on the energy transition and their role in making it successful.

Activities & Initiatives

Seek out change agents in business and finance that can provide useful information to assist energy SME's and speed up their adapting to the Energy Transition.  Montrose will arrange and conduct webinars and live panel discussions aimed at achieving this objective.
  • Identify and/or develop platform and partners to disseminate company just energy transition learnings.
  • Participate in international forums to disclose just energy transition progress, experiences and challenges publicly.
  • Partner with academic organizations to analyze outcomes of initiatives and disseminate lessons learned.

Measures & Targets

Organize a minimum of 5 webinars or panel events during the next 12 months focused on the subject content and target audience.

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