Montage Partners Mergers and Acquisitions Summary

Private Equity Firm Profile

Montage Partners’ most common sectors for investment arebusiness services (29%) and distribution (15%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (58%) and growth capital (15%). In total, Montage Partners has invested in 5 US states.

In the last 3 years, Montage Partners has exited 1 company. The Firm’s most common exit type is secondary buyout (34%).

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M&A Summary

  • M&A Total Activity20
    • M&A Buy Activity14
    • M&A Sell Activity6
  • Total Sectors Invested 10
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 4
  • M&A Advisors 1

Montage Partners, Inc.

7150 East Camelback Road, Suite 230,
Scottsdale, Arizona 85251
United States
(480) 675-5000
www.montagepartnersllc.com

Montage Partners LLC is a private investment firm that seeks to invest in mature family and founder-owned companies headquartered in the southwestern US. It targets lower middle market companies with minimum operating history of five years. The Firm seeks to hold both majority and minority equity interest in portfolio companies. Prospective businesses generally have EBITDA of at least $1 million. Montage Partners LLC was formed in 2004 and is based in Scottsdale, Arizona.


Investment Criteria

Sectors of Interest: Aerospace, Building Materials, Business Services, Construction, Distribution, Food, Insurance, Plastics

Target Transaction Types: Buyout (LBO, MBO, MBI), Recapitalization, Secondary Buyout

Geographic Preferences: East US, Midwest US, South US, West US

Transaction Criteria Min Max
Target Revenue 3 75
Target EBITDA 1 5
Investment Size 2 8
Enterprise Value 2 20
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.4/yr) # 12 2 - - - - 14
Sell (0.2/yr) # 5 - - 1 - - 6
  20

Most Recent M&A

Company Date Value Type
Cal-Sierra Pipe LLC 2022-03-03 - Sold to Management
Stockton, California · www.calsierrapipe.com
URW LLC 2020-04-13 - Growth Capital
Phoenix, Arizona · www.unitedrightofway.com
Moab Brewery 2020-01-08 - Buyout (LBO, MBO, MBI)
Moab, Utah · www.themoabbrewery.com
Advanced Manufacturing and Development, Inc. 2019-04-18 - Divestiture
Willits, California · www.metalfx.com
Puroflux Corp. 2018-09-26 - Growth Capital
Simi Valley, California · www.puroflux.com
Indo-European Foods, Inc. 2017-04-01 - Secondary Sale
Commerce, California · www.indo-euro.com
Integrity Mold Inc. 2015-12-01 - Recapitalization
Fort Worth, Texas · www.integritymold.com
Frontier Group, Inc. 2013-11-01 - Buyout (LBO, MBO, MBI)
Phoenix, Arizona · www.futureweld.com
Clowe & Cowan Of El Paso, Inc. 2012-12-31 - Secondary Sale
El Paso, Texas · www.ccelp.com
Indo-European Foods, Inc. 2012-08-01 - Secondary Buyout
Commerce, California · www.indo-euro.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Business Services 3 (43%) - 4 (29%) -
Distribution - - 2 (14%) -
Building Materials - - 1 (7%) -
Construction - - 1 (7%) -
Food - - 1 (7%) -
Insurance 1 (14%) - 1 (7%) -
Machinery 1 (14%) - 1 (7%) -
Manufacturing 1 (14%) - 1 (7%) -
Plastics - - 1 (7%) -
Restaurants 1 (14%) - 1 (7%) -
Total 7 - 14 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 7 (100%) - 14 (100%) -
  Arizona 3 (43%) - 6 (43%) -
  California 2 (29%) - 4 (29%) -
  Texas - - 2 (14%) -
  Utah 1 (14%) - 1 (7%) -
  Nevada 1 (14%) - 1 (7%) -
Total 7 - 14 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 3 (43%) - 8 (57%) -
Growth Capital 2 (29%) - 2 (14%) -
Secondary Buyout 1 (14%) - 2 (14%) -
Divestiture 1 (14%) - 1 (7%) -
Recapitalization - - 1 (7%) -
Total 7 - 14 -

Exits by Deal Type

Type Total # Value
Secondary Sale 3 (50%) -
Trade Sale 2 (33%) -
Sold to Management 1 (17%) -
Total 6 -

Top M&A Advisors

Legal Deals
Snell & Wilmer
 1

M&A Connections

Deals
Acquired from
Investor(s)
7%
1 (7%)
Strategic(s)
7%
1 (7%)
Exited to
Investor(s)
50%
3 (50%)
Strategic(s)
33%
2 (33%)

Investor Summary

Investor Type

Private Equity Firm

Size

Small

Established

2004

Specialist/Generalist

Generalist

Leadership

Jordan Tate

Managing Partner

Rob Wolfman

Managing Partner

Mike Friend

Executive Partner

Chris Young

CFO & Director of Operations

Chris Brown

Vice President of Business Development

FAQ

When was Montage Partners, Inc. founded?

Montage Partners, Inc. was founded in 2004.

What type of investor is Montage Partners, Inc.?

Montage Partners, Inc. is a private equity firm.

Where is Montage Partners, Inc. headquartered?

Montage Partners, Inc. is headquartered in Scottsdale, Arizona.

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