Insights Library

Featured Insights

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  Private Equity Matchmakers: Episode 1

  Find out what made a perfect match between Montage Partners and Southwest Data Products.

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  Why We Didn’t Change Our Investment Philosophy After COVID-19

  In a time when lenders have tightened parameters for their funding and private equity firms and other sources of capital have shifted their investment criteria, we take pride in remaining unchanged in this regard.

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  Private Equity Partnerships: Navigating Through a Crisis

  Read our latest whitepaper and get a true picture of what it means to be partnered with a private equity firm during a crisis.

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recent Insights

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  Private Equity Matchmakers: Episode 4

  Find out how METALfx and Montage Partners found the right balance between time spent together and independence. Hint: transparency is key!

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  Private Equity Matchmakers: Episode 3

  Find out how Advantco and Montage Partners prove that even a more hands-off partnership can still be fulfilling and friendly.

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  Private Equity Matchmakers: Episode 2

  Find out how partnership turned into friendship for Boundary Devices and Montage Partners.

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• 

  Private Equity Matchmakers: Episode 1

  Find out what made a perfect match between Montage Partners and Southwest Data Products.

  Read more
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  Keep vs. Discard: Lessons Learned from a Pandemic Year

  Our firm reflects on the pandemic-induced changes we’d like to carry forward and those we are eager to discard.

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• 

  Why We Didn’t Change Our Investment Philosophy After COVID-19

  In a time when lenders have tightened parameters for their funding and private equity firms and other sources of capital have shifted their investment criteria, we take pride in remaining unchanged in this regard.

  Read more
• 

  Adding Value: Technology

  Rob explains our firm’s commitment to technology as a growth driver, and how we support these improvements across our partner companies.

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  Adding Value: Recruiting

  Jordan details how we assist our partner companies in the time-consuming recruitment process.

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  Adding Value: Accounting

  Chris Young shares how we can help our partner companies implement accounting best practices and serve as a sounding board on complex accounting questions.

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