Team

  • Chris Norwood

  • Associate

Chris Norwood

  • Associate
  • p: (480) 675-5003
  • e: cnorwood@montagepartners.com

Chris Norwood is an Associate at Montage Partners. Chris’ primary responsibilities include sourcing and screening for new investment opportunities, financial modeling, due diligence, transaction execution and portfolio company oversight and assistance.

Chris was previously an analyst at UBS Investment Bank, where he worked with corporate clients in the oil and gas industry. Chris advised on mergers and acquisitions, debt financings and equity raises.

Chris holds a bachelors degree in Finance from Brigham Young University.

  • Jordan Tate

  • Managing Partner

Jordan Tate

  • Managing Partner
  • p: (480) 675-5005
  • e: jtate@montagepartners.com

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 Desierto Verde, Cal-Sierra Pipe, Clowe & Cowan, National Home Warranty, Equity Methods, Indo-European Foods, Integrity Mold and Southwest Data Products and currently serves as a director of Cal-Sierra Pipe, National Home Warranty, Equity Methods, FutureWeld, Boundary Devices 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.

  • Francine Walker

  • Office Administrator

Francine Walker

  • Office Administrator
  • p: (480) 675-5001
  • e: fwalker@montagepartners.com

Francine (Frankie) Walker is the Office Administrator of Montage Partners. Frankie supports our staff on a wide variety of operational activities which help to make our office run smoothly. She leads our email marketing campaign as well as continuous process improvement initiatives.

Frankie brings four years of customer service experience from her previous job in retail as well as 13 years of financial and leadership experience from Vanguard where she was most recently a Supervisor in the Brokerage Stock Record Control group.

Frankie holds a bachelors degree from Arizona State University in French as well as a bachelors degree in Journalism with an emphasis on Visual Communication, summa cum laude, also from Arizona State University.

  • Rob Wolfman

  • Managing Partner

Rob Wolfman

  • Managing Partner
  • p: (480) 675-5002
  • e: rwolfman@montagepartners.com

Rob is involved in all aspects of Montage Partners’ investments including sourcing and execution, valuation and structuring and portfolio management and currently serves as a director of Equity Methods, FutureWeld, Boundary Devices and Southwest Data Products.

Rob was previously a Director with Advent International, a leading global private equity firm. He worked across North America, Europe and Asia specializing in investments across the business and financial services and industrial sectors. Prior to joining Advent, Rob worked in the Business Services Investment Banking Group at William Blair & Company.

Rob holds bachelors degrees in finance and accounting from Washington University in St. Louis and an MBA from the Wharton School at the University of Pennsylvania.

  • Chris Young

  • CFO & Director of Operations

Chris Young

  • CFO & Director of Operations
  • p: (480) 675-5004
  • e: cyoung@montagepartners.com

Chris is responsible for the firm’s accounting and operational matters, limited partner reporting, and oversight of portfolio company reporting.

Chris was previously a Manager in the assurance practice at PricewaterhouseCoopers where he led both public and private company audits across a variety of industries.

Chris holds a bachelors degree in accounting and a masters degree in accounting from Washington University in St. Louis. He is also a Certified Public Accountant.