Private Equity Firm Celebrates 20th Year, Looks Forward to Continued Growth

Jordan Tate

Montage Partners, a people-first private equity firm headquartered in Scottsdale, Arizona, proudly marks its 20^th anniversary, celebrating two decades of providing liquidity to founders and backing them and management with capital and resources to continue to scale their companies.

Founded in 2004, Montage Partners has dedicated itself to supporting founders and management teams in building upon their successful foundation, driving value creation through organic growth initiatives, and building out the internal infrastructure needed to scale – all with a focus on investing in people. Since its inception, the firm has invested in 19 companies; eight are active investments, while 11 have been successfully exited. These 19 companies represent more than 1,700 employees and more than $400 million in combined revenue.

“We’re incredibly proud of our track record over the past 20 years,” said Jordan Tate, founder and co-Managing Partner of Montage Partners. “Most importantly, we’re proud of showing that we can simultaneously accomplish industry-leading returns while being good people. Our track record of financial success, coupled with the feedback from the founders we invest in, has consistently placed us on Inc. Magazine’s list of Founder-Friendly Investors. This recognition sums up who we aspire to be—pursuing excellence, doing what we say we’re going to do, and treating people fairly—all of the above, at the same time, consistently, every day.”

Since its founding, Montage Partners has evolved from a team of two focused on investing regionally in a seven-state geographic footprint to a team of 11 and growing, investing across North America. The firm opened its second office in Salt Lake City, Utah, in 2023. As the team has grown, the firm has deepened its industry expertise and cultivated a thesis-driven approach across its core sectors: technology and professional services, healthcare, industrial products and services, and consumer.

Rob Wolfman

“It’s been tremendously rewarding to see our firm grow in size, sophistication, and capabilities over the past 20 years,” stated Rob Wolfman, co-Managing Partner of Montage Partners. “The success we’ve had to date is a testament to our people-first approach to partnering with companies and the value we bring to bear after our investment through programs like Montage Accelerate^TM, which offers our internal resources to support high-growth companies in driving strategy, marketing, recruiting, operations, and acquisitions. To that end, the founders and management teams we’ve worked with have realized more than 20x their invested capital during Montage Partners’ ownership, so we very much share this achievement with all of them. I couldn’t be more excited for the firm’s future growth.”

As it looks to the next 20 years, Montage Partners is well-positioned to accelerate the pace of investments and continue to attract the best people to its team. Additional office locations are planned to expand the team’s geographic access to the best talent, management teams, and companies in North America.

“We set high standards for ourselves, and planning for our future is no exception. By 2044, we plan to have invested in over 200 companies,” added Tate. “Most importantly, we will still be known for treating people fairly, doing what we say we’re going to do, and living up to our six core values in all of our relationships, every day.”