Partner With Us
Driving Growth
Working together towards the same vision
Montagu brings proven growth capabilities to help companies achieve their ambitions and unlock the full potential of their business. We call it Full Potential Partnership.
We work with management to establish and deliver the right value creation initiatives for each business, built around 7 core levers.
Sales execution
Transforming sales execution capabilities using a repeatable best practice framework supported by the right technology
Review of go-to-market strategy, key account management, sales operations support, and other key sales topics conducted as part of every plan
Driving growth of over 30% during our investment period
New products and services
Driving growth through innovation
Our companies invest more on average in research & development after investment than before
Supporting companies to focus on what will sell and to commercialise existing ideas for new products and services
New geographies
Delivering established capabilities into new markets
Building new operations and go-to-market approaches for European businesses starting operations in North America and Asia
Helped more than 10 companies enter brand new markets over the last two funds
Tech-enablement
Developing technology that delivers better value to customers and makes the world work better
Getting the most out of data, robotics and automation, increasing customer value, and making operations smarter
Navigating new digital channels and cutting edge service delivery
Operational improvement
Enhancing daily management through attention to detail and empowering people to improve processes
Improving efficiency and driving scalability
Over half of our investments become more cost-efficient as they grow
Carve-outs
Building new standalone businesses to accelerate growth
28 successful carve-outs since 2002
~40% realised gross IRR and 2.9x realised MoM across 20 exits
M&A
Deep experience in both transformative and add-on acquisitions
Over 100 portfolio buy and build strategies executed in the past 3 years
Supporting management teams to develop their own M&A capabilities
Hear from our portfolio
Case Studies
Servelec
Servelec is a provider of healthcare and case management software to NHS trusts and local authorities with a focus on mental health, community care and interoperability
Nemera
Nemera designs and manufactures a full range of drug delivery systems including asthma inhalers, insulin pens, auto-injectors and nasal pumps
Universal Investment
After tracking the business for almost three years, Montagu acquired Universal-Investment (“Universal”), the leading independent provider of management company and fund administration services in Germany and Luxembourg, in January 2017
Video Case studies
Buyouts
Supporting management teams
Buyouts are one of the most complex transactions for any business. Montagu support management throughout the whole process from beginning to end.
We have created the Buyout Guide – a practical, market-focussed and realistic guide for management teams thinking about preparing for, or in the middle of, a buyout.
A buyout is one exit strategy that a vendor might pursue once they have decided to sell their business, or a part of their business, but it is not always front of a vendor’s mind.
Getting anything started is always the hardest part. In a buyout process, however, the biggest challenge for management teams is to be a part of the process and protecting their and their business’s interests while also running their business.
There are lots of different parties involved in a buyout – from advisers to debt providers and each play an important part in the process. It is critical that a management team understands the role that each of these groups play so that they remain central to the transaction.
A buyout is financed with a combination of equity and debt. The ratios of these two methods of funding are managed by the investor, but it is important for management teams to understand what effects they will have on their business after a transaction.
The due diligence process is a central part of the Buyout approach to value creation. It provides an impartial review of a company’s operations, markets, strategy, financial performance and management to identify growth opportunities, as well as providing an independent verification of facts and assumptions.
The transaction has closed and now the hard work really begins. Fundamental to a successful partnership with a private equity investor is ensuring you have a strategy, agreed by both management and their investor, to reach the company’s full potential.
A relationship with a private equity investor does not last forever and at some point, the conversation with your private equity investor will move to exit. It is important for management teams to understand how to manage their and the investor’s objectives and how to execute an exit strategy.
