Insights Library

Featured Insights

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  5 Reasons Not To Abandon Your Long-Term Strategy During A Crisis

  Find out how focusing on your long-term strategy is actually complementary – not counterintuitive – to finding your way out of a crisis.

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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 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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  3-Year Strategy: Why You Need One and How To Create It

  Learn why creating a 3-year strategy is vital to growing your business and the steps you can take to document one for your company.

  Read more
• 

  5 Reasons Not To Abandon Your Long-Term Strategy During A Crisis

  Find out how focusing on your long-term strategy is actually complementary – not counterintuitive – to finding your way out of a crisis.

  Read more
• 

  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!

  Read more
• 

  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.

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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.

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  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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