Montage Partners Mergers and Acquisitions Summary

Private Equity Profile

In the last 3 years, Montage Partners has acquired 2 companies. It has also invested in 2 others.

Montage Partners’ most common sectors for investment are business services (29%) and distribution (22%). 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 trade sale (40%).

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M&A Summary

  • M&A Total Activity19
    • M&A Buy Activity14
    • M&A Sell Activity5
  • Total Sectors Invested 9
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 5
  • 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 ≤ '15 '16 '17 '18 '19 '20 T
Buy (0.8/yr) # 10 - - 1 1 2 14
Sell (0.2/yr) # 4 - 1 - - - 5
  19

Most Recent M&A

Company Date Value Type
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 Buyout
Glendale, 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 - Growth Capital
El Paso, Texas · www.ccelp.com
Indo-European Foods, Inc. 2012-08-01 - Secondary Buyout
Glendale, California · www.indo-euro.com
Equity Methods, LLC 2012-04-02 - Secondary Buyout
Scottsdale, Arizona · www.equitymethods.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Frontier Group, Inc. 2013-11-01 Frontier Techni-Kote Industries, Inc. 2018-01-15 1
Phoenix, Arizona · www.futureweld.com Chino Valley, Arizona · www.frontier-tech.com

M&A by Sector

Sector Current # Value All-time # Value
Business Services 3 (38%) - 4 (29%) -
Distribution 1 (13%) - 3 (21%) -
Building Materials - - 1 (7%) -
Construction - - 1 (7%) -
Insurance 1 (13%) - 1 (7%) -
Machinery 1 (13%) - 1 (7%) -
Manufacturing 1 (13%) - 1 (7%) -
Plastics - - 1 (7%) -
Restaurants 1 (13%) - 1 (7%) -
Total 8 - 14 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 8 (100%) - 14 (100%) -
  Arizona 3 (38%) - 6 (43%) -
  California 3 (38%) - 4 (29%) -
  Texas - - 2 (14%) -
  Utah 1 (13%) - 1 (7%) -
  Nevada 1 (13%) - 1 (7%) -
Total 8 - 14 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 4 (50%) - 8 (57%) -
Growth Capital 2 (25%) - 2 (14%) -
Secondary Buyout 1 (13%) - 2 (14%) -
Divestiture 1 (13%) - 1 (7%) -
Recapitalization - - 1 (7%) -
Total 8 - 14 -

Exits by Deal Type

Type Total # Value
Secondary Sale 3 (60%) -
Trade Sale 2 (40%) -
Total 5 -

Top M&A Advisors

Legal Deals
Snell & Wilmer LLP
1

M&A Connections

Deals %
Acquired from
PE Firm(s)
50%
1 50%
Strategic(s)
50%
1 50%
Exited to
PE Firm(s)
75%
6 75%
Strategic(s)
25%
2 25%

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