From Spin-Out to Stand-Out: 13 Years of Equity Methods x Montage Partners

In 2012, Equity Methods spun out of Bank of America Merrill Lynch to chase a bigger vision—building a technology-enabled professional-services firm that could scale on its own terms.

Montage Partners provided growth capital, governance, and a people-first partnership. Thirteen years later, Equity Methods is ranked on Inc.’s 5000 Fastest-Growing Companies List, has launched multiple new service lines, and has been rated #1 in client satisfaction for 10 consecutive years by the industry’s leading independent survey organization, Group Five.

In this look-back, President & CEO Takis Makridis shares:

• Why independence was critical for culture and innovation
• How a “human-capital-first” strategy fueled 10× revenue growth
• The role board cadence and Montage Partners’ network played in scaling
• What founders and management teams should look for in a PE partner