ABOUT US
Full Potential. Partnership.
Montagu has been investing and learning for more than 50 years.
We are a performance-driven organisation committed to driving growth in partnership with management teams.
Businesses that
make the world work
Carve-out & first time
buyout specialist
Committed to the
mid-market
Driving growth
through partnership
Healthcare
& tech-enablement
Sustainable investor
with a focus on climate
AUM
Strong team
Offices
Driving Growth
Montagu's value creation capability is built around 7 core levers
We work in partnership with management to establish and deliver the right value creation initiatives for each business
Transforming sales execution capabilities
Building direct, partner, and digital distribution channels
Driving growth through innovation
Launching complementary and adjacent offerings
Delivering established capabilities into new markets
Building Go-To-Market models in Americas, Asia, and EMEA
Leveraging technology to improve performance
Delivering tech-enablement of essential businesses
Enhancing day-to-day operational control
Improving efficiency and driving scalability
Creating strong standalone functions and capabilities
26 carveouts since 2002
49% realised gross IRR
Experience in both transformative & add-on acquisitions
Over 100 portfolio buy and build strategies executed in the past 3 years
Our Values
A learning organisation focussed on improving together
How we behave should stand the test of changing times.
It takes courage to share what is relevant, however difficult.
Clear, bold and understandable decision making.
A responsible owner.
Assume we may be wrong rather than always right.
The firm is bigger than any of us; we are a collective endeavour, we change together for the better.
Everything can always be improved.
A learning organisation.
Preserve and build on our combined experiences.
Be prepared to do what matters to meet the challenges of our time.
We are meritocracy attracting developing and retaining talent.
A dynamic meritocracy.
Sustainability
Sustainability at Montagu
Commitment to climate
Montagu is committed to reducing negative climate impacts. We have set science-based emission targets to drive climate action in our operations and our portfolio companies.
Driving value from Sustainability
Montagu partners with portfolio companies on sustainability to drive value for investors, companies, employees, and wider society.
We support management teams to set targets and implement action plans by:
- Delivering sustainability focussed training and workshops
- Sharing best practice playbooks and guidance
- Providing access to a global network of advisors
- Connecting our portfolio companies to share knowledge and case studies
Our history
We've learnt a lot over the last 50 years but our values of honesty, humility and excellence have endured.
Life at Montagu
“a fast-paced and highly rewarding place to work”
The Associate Programme and the Montagu Academy
Montagu is a fast-paced, rewarding and unique place to work. We want everyone to achieve success and fulfilment in their chosen careers, regardless of professional experience or background.
We are committed to attracting fantastic talent, and then supporting every team member with tailored professional growth and career development programmes via our Montagu Academy.
Our Investors
Delivering results for a global investor base
Montagu has developed a strong, supportive, and diverse investor base. We have delivered consistent and strong returns across our funds and throughout multiple cycles.
Our investors by type
Europe
41%
North America
27%
Asia
22%
Middle East
10%
Pension Fund
43%
Sovereign Wealth
19%
Fund of Funds
12%
Insurance
12%
Endowments & Foundations
5%
Corporate
4%
Family Office
3%
Bank
2%
institutional investors
capital commitments across 4 active funds