Montage Partners Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Montage Partners has invested in 3 companies.

Montage Partners’ most common sectors for investment arebusiness services (34%) and distribution (23%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (50%) and growth capital (34%). In total, Montage Partners has invested in 8 US states.

In the last 3 years, Montage Partners has exited 2 companies. The Firm’s most common exit type is trade sale (25%).

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M&A Summary

  • M&A Total Activity26
    • M&A Buy Activity18
    • M&A Sell Activity8
  • Total Sectors Invested 10
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 6
  • M&A Advisors 2

Montage Partners

Montage Partners

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

Montage Partners 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 $1.5 million. Montage Partners was formed in 2004 and is based in Scottsdale, Arizona.


Investment Criteria

Sectors of Interest: Aerospace, Building Materials, Business Services, Construction, Consumer Products, Distribution, Food, Healthcare Services, Insurance, Machinery, Manufacturing, Plastics, Restaurants, Software

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

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

Transaction Criteria Min Max
Target Revenue 3 75
Target EBITDA 2 7
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 (1.0/yr) # 13 2 1 1 - 1 18
Sell (0.4/yr) # 6 - 1 1 - - 8
  26

Most Recent M&A

Company Date Value Type
Military Fasteners 2024-09-11 - Growth Capital
Melbourne, Florida · www.military-fasteners.com
RDD Associates LLC 2022-06-30 - Growth Capital
Totowa, New Jersey · www.rddassociates.com
Cal-Sierra Pipe LLC 2022-03-03 - Sold to Management
Stockton, California · www.calsierrapipe.com
Solly Baby 2021-10-08 - Growth Capital
Carlsbad, California · www.sollybaby.com
Frontier Group, Inc. 2021-04-29 - Sold to Management
Phoenix, Arizona · www.frontiergroupco.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
Advantco International LLC 2019-07-18 - Growth Capital
Raleigh, North Carolina · www.advantco.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
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Business Services 3 (33%) - 6 (33%) -
Distribution 1 (11%) - 4 (22%) -
Building Materials - - 1 (6%) -
Construction - - 1 (6%) -
Consumer Products 1 (11%) - 1 (6%) -
Machinery 1 (11%) - 1 (6%) -
Manufacturing 1 (11%) - 1 (6%) -
Plastics - - 1 (6%) -
Restaurants 1 (11%) - 1 (6%) -
Software 1 (11%) - 1 (6%) -
Total 9 - 18 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 9 (100%) - 18 (100%) -
  Arizona 2 (22%) - 6 (33%) -
  California 3 (33%) - 5 (28%) -
  Texas - - 2 (11%) -
  Utah 1 (11%) - 1 (6%) -
  North Carolina 1 (11%) - 1 (6%) -
  New Jersey 1 (11%) - 1 (6%) -
  Florida 1 (11%) - 1 (6%) -
  Nevada - - 1 (6%) -
Total 9 - 18 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 2 (22%) - 9 (50%) -
Growth Capital 6 (67%) - 6 (33%) -
Divestiture 1 (11%) - 1 (6%) -
Recapitalization - - 1 (6%) -
Secondary Buyout - - 1 (6%) -
Total 9 - 18 -

Exits by Deal Type

Type Total # Value
Trade Sale 3 (38%) -
Secondary Sale 2 (25%) -
Sold to Management 2 (25%) -
Unknown 1 (13%) -
Total 8 -

Top M&A Advisors

Legal Deals
Osborn Maledon
6
Snell & Wilmer
1

M&A Connections

Deals
Acquired from
Investor(s)
6%
1 (6%)
Strategic(s)
6%
1 (6%)
Exited to
Investor(s)
38%
3 (38%)
Strategic(s)
25%
2 (25%)

FAQ

When was Montage Partners founded?

Montage Partners was founded in 2004.

What type of investor is Montage Partners?

Montage Partners is a private equity firm.

Where is Montage Partners headquartered?

Montage Partners is headquartered in Scottsdale, Arizona.

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