Insights

Public sector focus MDA specializes in serving public sector issuers, offering Wall Street level advisory services to a select client base. This indicates potential cross-sell opportunities with municipal agencies and state or local government entities seeking sophisticated financing and structuring solutions.

Experience with large issuances Having assisted issuers in structuring and selling over $200 billion in short and long-term issues since 1995 signals deep domain expertise in municipal finance. This can be leveraged to pursue larger, higher-value financing mandates and competitive bid opportunities.

Regional reach With offices in Westlake Village and Walnut Creek, MDA has a West Coast footprint that can be leveraged to expand relationships across California public agencies and adjacent western markets, including potential partnerships or referrals within the public sector network.

Solid but mid-sized Revenue in the $10M–$25M range and a lean team (11–50 employees) suggest agility and a client-centric approach. This positions MDA as a potentially open to scalable partnerships, white-label solutions, or technology-enabled advisory collaborations to expand capacity.

Tech-enabled advisory A modern tech stack (Google Workspace, React, analytics, and other tools) implies readiness for digital collaboration, data-driven insights, and scalable client delivery. This presents opportunities to offer enhanced digital platforms, workflow automation, or cloud-based analytics services to improve client servicing and efficiency.

Similar companies to Montague DeRose and Associates, LLC

Montague DeRose and Associates, LLC Tech Stack

Montague DeRose and Associates, LLC uses 8 technology products and services including Google Workspace, Font Awesome, React, and more. Explore Montague DeRose and Associates, LLC's tech stack below.

  • Font Awesome
    Font Scripts
  • React
    Javascript Frameworks
  • SWFObject
    Miscellaneous
  • Platform As A Service
  • Lua
    Programming Languages
  • Google Analytics
    Web Analytics
  • OpenResty
    Web Servers

Montague DeRose and Associates, LLC's Email Address Formats

Montague DeRose and Associates, LLC uses at least 2 email formats:
Montague DeRose and Associates, LLC Email FormatsExamplePercentage
Last@montaguederose.comDoe@montaguederose.com
96%
FLast@montaguederose.comJDoe@montaguederose.com
4%

Frequently Asked Questions

What is Montague DeRose and Associates, LLC's phone number?

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You can contact Montague DeRose and Associates, LLC's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Montague DeRose and Associates, LLC's official website and social media links?

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Montague DeRose and Associates, LLC's official website is montaguederose.com and has social profiles on LinkedIn.

How much revenue does Montague DeRose and Associates, LLC generate?

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As of September 2026, Montague DeRose and Associates, LLC's annual revenue is estimated to be $10M - $25M.

What is Montague DeRose and Associates, LLC's SIC code and NAICS code?

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Montague DeRose and Associates, LLC's SIC code is 7299 - Miscellaneous Personal Services, Not Elsewhere Classified and NAICS code is 52 - Finance and Insurance.

How many employees does Montague DeRose and Associates, LLC have currently?

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As of September 2026, Montague DeRose and Associates, LLC has approximately 11 employees across 1 continents, including North America. Key team members include Owner: H. M., Senior Vice President: D. L. C. and Senior Vice President: M. K. Explore Montague DeRose and Associates, LLC's employee directory with LeadIQ.

What industry does Montague DeRose and Associates, LLC belong to?

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Montague DeRose and Associates, LLC operates in the Financial Services industry.

What technology does Montague DeRose and Associates, LLC use?

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Montague DeRose and Associates, LLC's tech stack includes Google Workspace, Font Awesome, React, SWFObject, Vercel, Lua, Google Analytics and OpenResty.

What is Montague DeRose and Associates, LLC's email format?

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Montague DeRose and Associates, LLC's email format typically follows the pattern of Last@montaguederose.com. Find more Montague DeRose and Associates, LLC email formats with LeadIQ.

When was Montague DeRose and Associates, LLC founded?

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Montague DeRose and Associates, LLC was founded in 1995.
Montague DeRose and Associates, LLC logo

Montague DeRose and Associates, LLC

Financial ServicesCalifornia, United States11-50 Employees

Montague DeRose and Associates, LLC (MDA) is a financial services firm that provides independent advisory services focused on the public sector. Based in Westlake Village and Walnut Creek, California, the firm emphasizes delivering a high level of service and specialized coverage for municipal issuers, guiding them through the structuring and sale of both short- and long-term issues. With a long-standing presence since 1995, MDA positions itself as a niche advisory partner that aims to match the sophistication seen in larger Wall Street institutions, while maintaining a concentrated client roster. The company operates in the public sector finance arena, offering tailored guidance to governmental issuers and related entities.

Section iconCompany Overview

Phone number
SIC Code
7299 - Miscellaneous Personal Services, Not Elsewhere Classified
NAICS Code
52 - Finance and Insurance
Founded
1995
Employees
11-50

Section iconFunding & Financials

  • $10M - $25M

    Montague DeRose and Associates, LLC's revenue is estimated to be in the range of $10M - $25M

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