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

€10bn

AUM

130+

Strong team

5

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

Honesty

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.

Humility

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.

Excellence

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.

100%

carbon neutral since 2019

100%

of portfolio to set a validated carbon reduction target by 2030

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

Today

Finding and growing businesses that make the world work

2021

Launched the new Montagu brand
Joined the Data Convergence Initiative
Launched Montagu Connect

2020

Montagu VI raised at €3.3 billion
Joined the initiative Climat International UK network

2019

Created our Insights team, focussed on portfolio data analytics
Established the ESG Committee

2018

Celebrated our 50th birthday
First dedicated Sustainability Report to Investors

2015

Montagu V raised at €2.75 billion
Became a PRI signatory

2013

Bought out HSBC’s remaining 20% stake becoming completely owned by our partners

2011

Montagu IV raised at €2.5 billion

2007

Bolstered our operational capabilities establishing Montagu Full Potential Partners

2006

Montagu III raised at €2.3 billion

2003

Management Buyout from HSBC, reviving the Montagu name

2002

Montagu II raised at £1.2 billion – first formal fund arrangement

1994

HSBC Private Equity Partnership Scheme – first external capital investments

1992

Midland taken over by HSBC, Montagu became HSBC Private Equity investing in mid-sized European buyouts

1982

Became part of Samuel Montagu following Midland Bank’s takeover of the merchant bank. Specialised in Management Buyouts

1968

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.

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.

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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%

100+

institutional investors 

€10bn

capital commitments across 4 active funds