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.
make the world work
Carve-out & first time
Committed to the
with a focus on climate
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
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 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
Finding and growing businesses that make the world work
Launched the new Montagu brand
Joined the Data Convergence Project
Launched Montagu Connect
Montagu VI raised at €3.3 billion
Joined the initiative Climat International UK network
Created our Insights team, focussed on portfolio data analytics
Established the ESG Committee
Celebrated our 50th birthday
First dedicated Sustainability Report to Investors
Montagu V raised at €2.75 billion
Became a PRI signatory
Bought out HSBC’s remaining 20% stake becoming completely owned by our partners
Montagu IV raised at €2.5 billion
Bolstered our operational capabilities establishing Montagu Full Potential Partners
Montagu III raised at €2.3 billion
Management Buyout from HSBC, reviving the Montagu name
Montagu II raised at £1.2 billion – first formal fund arrangement
HSBC Private Equity Partnership Scheme – first external capital investments
Midland taken over by HSBC, Montagu became HSBC Private Equity investing in mid-sized European buyouts
Became part of Samuel Montagu following Midland Bank’s takeover of the merchant bank. Specialised in Management Buyouts
Established as a business within Midland Bank – Midland Montagu Industrial Finance – to provide risk capital to small, British businesses
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.
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
Fund of Funds
Endowments & Foundations
capital commitments across 4 active funds