Seeking to Back Exceptional Self-Funded Searchers

investor profile

May 04, 2020

by an investor from University of Pennsylvania - The Wharton School in Scottsdale, AZ, USA

Hi all, Montage Partners is actively seeking new relationships with self-funded searchers to acquire established and successful companies in the lower middle market ($1M - $5M of EBITDA). We provide equity capital to help close your transaction once you’ve identified the right company to acquire. Alternatively, we can work collaboratively to source the right company and execute diligence and closing workstreams together via our Successor President Program (see https://www.montagepartners.com/successorpresidentprogram/).

We remain active and have completed four new platform investments since###-###-#### half involved supporting an entrepreneur (new to the business) to acquire the target company – see Craft Beverage Cooperative and Advantco (see https://www.montagepartners.com/investments-criteria/).

In addition to our equity capital and access to our network of lenders, transaction advisors, and other resources, we offer you: 1) an economic opportunity on par with traditional search funds, and 2) an ability to maintain control of your transaction during diligence (i.e. we're not interested in competing with you for your transaction) and to operate the company post-closing without us telling you how to run it.

If you aren’t interested in a traditional search fund or have had your search period lapse, we could be a good fit for you.

Please reach out to me directly at redacted if you’re interested in a conversation.

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commentor profile
Reply by a searcher
from Northwestern University in Los Gatos, CA, USA
Rob - we're doing something similar, but positioned below you in the market, so could be in a position to help on deals that are too small for you - will follow up via email. https://www.cubinvestments.com/searchers/
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Reply by a searcher
from Texas A&M University in Grapevine, TX, USA
Hi Rob - do you have time for a virtual meeting this week? Two partners and I are searching for companies to buy and I'd like to learn if/how wee and Montage could work together.
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