Jordan Tate

Managing Partner

Montage Partners, Inc.

Office Phone:

(480) 675-5000

Direct Phone:

(480) 346-9608


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Bio

Jordan is involved in all aspects of Montage Partners’ investments including sourcing and execution, valuation and structuring and post-closing oversight. Jordan was particularly involved in leading the firm’s investments in Advantco International, Cal-Sierra Pipe, Clowe & Cowan, Craft Beverage Cooperative, Desierto Verde, Equity Methods, Indo-European Foods, Integrity Mold, National Home Warranty, Puroflux, and Southwest Data Products, and currently serves as a director of Advantco International, Boundary Devices, Cal-Sierra Pipe, Craft Beverage Cooperative, Equity Methods, Frontier Group, METALfx, Puroflux, and Southwest Data Products. Prior to Montage, Jordan was a member of the investment banking group at Merrill Lynch & Co. where he worked on mergers and acquisitions and corporate finance transactions across a variety of industries. Jordan holds an MBA with honors from the Wharton School at the University of Pennsylvania and bachelors’ degrees in finance and accounting, summa cum laude, from the University of Arizona. He is an active member of the Arizona chapter of the Young Presidents’ Organization (YPO) and lives in Scottsdale, Arizona.

Education

The Wharton School of the University of Pennsylvania , Pennsylvania,
1 of 481

University of Arizona , Arizona,
1 of 13