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Successor President ProgramTM

We Invest in People. Great Results Follow.

Through our Successor President ProgramTM we partner with high-performing individuals to acquire companies together in select subsectors where there is an opportunity to accelerate growth and achieve outsized results. On average, our management partners realize more than 20x their invested capital during Montage Partners’ ownership period (not including any performance-based incentive equity). The Successor President ProgramTM is ideal for candidates who have strong operational experience, past P&L responsibility, and who are ready to make the largest advancement in their careers.

WHY BECOME A SUCCESSOR PRESIDENT?

  • Values-Based Investing
  • Successful Track Record
  • Reliable Capital
  • Montage Ecosystem Access
  • Life-Changing Opportunity

  • Values-Based Investing

    Above all other criteria, we invest in people. We seek to align ourselves with operators, management teams, and owners that share our values and put people first.

    Over the past 20 years, we have developed credibility in the market and a reputation that we’re proud of (click here to view our Culture Statement).

  • Successful Track Record

    Since inception in 2004, we’ve invested in 20 companies; nine are current investments and we have successfully exited 11 of these companies.

    Nine of these investments have been in partnership with an operator co-investing and continuing as, or stepping into, the CEO role post-close. Montage Partners’ role is supportive but does not include involvement in day-to-day operations. Successor Presidents are given operational autonomy and supported through our Montage Accelerate™ program.

  • Reliable Capital

    Montage Partners provides the significant majority of equity for the transaction, typically targeting common equity check sizes of $5 million to $12 million. We have committed equity capital and long-standing relationships with lenders to ensure funding of the transaction.

  • Montage Ecosystem Access

    To ensure we are seeing the best opportunities, we maintain an active network of over 1,000 investment bankers, business brokers, and advisors, and an ecosystem of vetted consultants, recruiters, attorneys, tax advisors, and other service providers to assist in the transaction and beyond.

    Successor Presidents are supported throughout the lifecycle of the opportunity (from due diligence through the investment period) by the entire team at Montage Partners, including our Director of Business Development who can assist with outreach to prospects, and a team of interns.

  • Life-Changing Opportunity

    Successor Presidents enjoy a life-changing economic opportunity post-closing via an incentive equity plan, in addition to co-investing personal equity alongside Montage Partners.

    For many Successor Presidents, this partnership represents a significant step in career development. We are excited to partner with highly-motivated leaders with a strong desire to move the needle on EBITDA growth and who have an inherent interest in collaborating with, learning from, and developing talented people.

MONTAGE PARTNERS INVESTMENT CRITERIA

  • EBITDA between $1.5 million and $7 million

  • Headquartered in the U.S. or Canada

  • Operating in the following industries:

    • Technology and professional services
    • Healthcare
    • Industrial products and services
    • Consumer

  • Authentic people

  • Consistent historical performance

  • Strong customer relationships

READY TO LEARN MORE?

To learn more about the program, including how it works, please download our program overview below. If you are interested in becoming a Successor President, please reach out to Chris Norwood, Vice President.

Download Program Overview