Montage Partners, a people-first private equity firm, introduces its Montage AccelerateTM program, designed to provide founders and management teams with hands-on resources and tools to build upon their successful foundation and scale their companies faster.
Celebrating its 20th anniversary this year, Montage Partners has invested in 20 companies since its inception; nine are current investments and 11 have been successfully exited. On average, companies more than double EBITDA and revenue, organically, during Montage Partners’ investment.
Specific areas in which the program focuses include strategic planning, marketing, accounting, acquisitions, executive recruitment, and operations. In addition to hands-on assistance from Cole Jackson, Senior Vice President, Portfolio Acceleration, Montage AccelerateTM includes direct access to the firm’s CFO, Director of Marketing and Public Relations, Director of Business Development, and Accounting and Reporting Associate, all of whom regularly work with the firm’s companies to plan and execute growth initiatives and build out the internal infrastructure needed to scale the businesses sustainably.
“When we invest in a company, we aim to be a resource for unlocking continued value creation. Montage AccelerateTM is our proprietary program through which we help founders and management teams achieve this accelerated growth,” says Jackson. “Our goal is to be a resource for the company in areas where we can drive the most differential impact, without getting in the way. That’s why it’s really a collaborative process with founders and management teams to understand what level of support would be most helpful.”
Montage AccelerateTM also extends beyond the immediate team at Montage Partners to the firm’s broader ecosystem. This includes a carefully curated network of vetted third-party service providers to call upon when needed, such as consultants, attorneys, marketing agencies, or specialty recruiters, as well as access to the other current and former founders and CEOs of companies in the firm’s portfolio and limited partner network. As part of the program, Montage Partners regularly hosts CEO roundtables, introducing and moderating discussions among its CEOs to explore current challenges and share insights and best practices in a confidential setting.
“While we’ve been supporting our partner companies with more than just capital since our own founding in 2004, we’ve been progressively stepping up our investments in these resources and expanding the impact our personnel and our ecosystem has,” says Jordan Tate, co-Managing Partner. “Montage AccelerateTM is really the culmination of these efforts and helps articulate what our future partners can expect: we make a promise to be a value-add partner to help founders and management teams achieve more together than they could on their own, without us getting in their way.”
Montage Partners invests in companies headquartered in the U.S. or Canada with $1.5 million to $7 million in EBITDA in the technology and professional services, healthcare, industrial products and services, and consumer sectors.
“What’s truly unique about Montage AccelerateTM is that you just don’t see this kind of program at our end of the market,” shares Rob Wolfman, co-Managing Partner. “This is the kind of value-driving approach utilized by the largest private equity firms working with companies valued in the hundreds of millions or more. For business owners in the lower middle market where we invest, it’s not only much rarer to find that kind of support from a capital partner but the positive impact on the companies and their people and customers can be transformational.”
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