Montage Partners Referral Program

The Montage Partners referral program was created to compensate members of our community for introducing us to high-quality companies through the success fee framework described below. By harnessing the power of our collective networks to originate high-quality companies in which to invest, we all benefit. Upholding our core values of transparency and integrity, we commit to timely responses and fair and honorable relationships with those to whom we’re introduced.


Sell-side and buy-side intermediaries with an opportunity, please contact us directly.

How It Works

  • 01

    You become aware of a potential investment opportunity that meets Montage Partners’ investment criteria:

    • EBITDA between $1.5 million and $7 million
    • Headquartered in the U.S. or Canada
    • Operating in the business services, consumer, healthcare, industrial, or technology industries
  • 02

    Notify Montage Partners of the investment opportunity via the below submission form.

  • 03

    Montage partners will contact you within 48 hours and will begin research into the opportunity.

  • 04

    If Montage Partners signs a Letter of Intent with the referred company, we will send our executed Success Fee Agreement to you via email.

  • 05

    If Montage Partners completes an investment in the referred company, we will pay you a $100,000 success fee.

Eligibility Criteria

Eligibility for the Referral Program is at the sole discretion of Montage Partners
  • The investment opportunity must be for a new platform investment

  • The Company must not have already been introduced to or reviewed by Montage Partners

  • The Company must not have already begun an auction process

Submission Form

Montage Partner Form