OUR TEAM
Hayden Gehring
Associate
Hayden Gehring is an Associate at Montage Partners. Hayden’s primary responsibilities include financial modeling, due diligence, industry research, and screening new investment opportunities.
Hayden was previously an Analyst at Bank of America, where he focused on leveraged buyouts and other sponsor-backed transactions across numerous industries.
Hayden holds a bachelor’s degree in financial economics from Brigham Young University-Idaho.
Cole Jackson
Senior Vice President, Portfolio Acceleration
As Senior Vice President of Portfolio Acceleration, Cole collaborates with the firm’s portfolio company management teams to establish and execute each company’s growth strategy. He currently serves as a director of Advantco International, Military Fasteners, Moab Brewery and Distillery, Puroflux, RDD Associates, Solly Baby, and United Right-of-Way.
Previously, Cole was a Senior Manager at Accenture Strategy, where he worked with clients across industries to improve operations and develop and implement new operating models.
Cole holds a bachelor’s degree in industrial engineering from the University of Oklahoma and a master’s degree in management science and engineering from Stanford University.
Lucas Jacob
Associate
Lucas Jacob is an Associate at Montage Partners. He is responsible for financial modeling, due diligence, industry research, and executing and monitoring investments in the firm’s technology & professional services and healthcare sectors.
Prior to joining Montage Partners, Lucas was an Associate at the Sterling Group, a middle market private equity firm where he was responsible for deal execution and portfolio company oversight. Previously, Lucas was an Analyst at Stephens Inc. where he focused on mergers and acquisitions and capital raising activities for companies in the industrial and business services sectors.
Lucas graduated Magna Cum Laude from Texas Christian University with a BBA in finance and a minor in accounting from the Neeley School of Business.
Ben Jenks
Director of Business Development
As Director of Business Development, Ben is responsible for sourcing new investment opportunities across all the firm’s sectors of focus.
Ben previously worked on the business development team at Alpine Investors, where he focused on direct sourcing across the software, business services, and consumer services sectors. Prior to joining Alpine Investors, Ben worked on the Business Operations and Analytics team at Route, a venture-backed technology start-up.
Ben holds a bachelor’s degree in information systems and a master’s in information systems management from the Brigham Young University Marriott School of Business.
CHRIS NORWOOD
Vice President
Chris Norwood is a Vice President at Montage Partners. Chris’ primary responsibilities include sourcing and screening for new investment opportunities, financial modeling, due diligence, transaction execution and portfolio company oversight and assistance, with a focus on the firm’s investments in the industrial products & services and consumer sectors. He currently serves as a director of Military Fasteners.
Chris was previously an Analyst at UBS Investment Bank, where he worked with corporate clients in the oil and gas industry. Chris advised on mergers and acquisitions, debt financings and equity raises.
Chris holds a bachelor’s degree in finance from Brigham Young University.
Greg Ogard
Vice President
Greg Ogard is a Vice President at Montage Partners. He is responsible for sourcing, executing, and monitoring investments in the firm’s technology & professional services and healthcare sectors.
Prior to joining Montage Partners, Greg was an Associate at Platte River Equity, a middle market private equity firm where he was responsible for deal execution and portfolio company oversight. Previously, Greg was an Analyst at Citigroup where he focused on mergers and acquisitions, strategic advisory, and capital market transactions.
Greg holds an MBA from the Kellogg School of Management at Northwestern University, and a BS in finance from the University of Denver.
BROOKE OUVAROV-BANCALERO
Director of Marketing and Public Relations
Brooke is responsible for managing the firm’s brand, media relations, and creating and implementing all marketing strategies. Brooke also consults with the firm’s portfolio companies on marketing initiatives and campaigns.
Prior to joining Montage Partners, Brooke worked for the largest US non-profit, Fidelity Charitable. While there, she oversaw a portfolio of high net worth clients, worked to improve team processes and efficiencies, and created educational materials and reports for clients. She has also worked with the Phoenix Art Museum’s marketing and public relations team.
Brooke holds a bachelor’s degree with honors in English, a Master of Arts in arts management, and an MBA from Southern Methodist University in Dallas, Texas.
JORDAN TATE
Managing Partner
Jordan primarily focuses on operational matters, portfolio governance, and limited partner relations. Jordan was particularly involved in leading the firm’s investments in Advantco International, Cal-Sierra Pipe, Clowe & Cowan, Desierto Verde, Equity Methods, Indo-European Foods, Integrity Mold, Moab Brewery and Distillery, National Home Warranty, Puroflux Corporation, and Southwest Data Products, and currently serves as a board member of Advantco International, Equity Methods, Moab Brewery and Distillery, and Puroflux Corporation.
Prior to Montage, Jordan was a member of the investment banking group at Merrill Lynch & Co. where he worked on mergers and acquisitions and corporate finance transactions in the consumer, industrials, and technology industries.
Jordan earned an MBA with honors from the Wharton School at the University of Pennsylvania and bachelors’ degrees in finance and accounting, summa cum laude, from the University of Arizona. He is an active member of the Arizona chapter of the Young Presidents’ Organization (YPO) and lives in Scottsdale, Arizona.
ROB WOLFMAN
Managing Partner
Rob is involved in all aspects of Montage Partners’ investments including sourcing and execution, valuation and structuring and portfolio management and currently serves as a director of Advantco International, Equity Methods, METALfx, Military Fasteners, Moab Brewery and Distillery, Puroflux, RDD Associates, Solly Baby, and United Right-of-Way.
Rob was previously a Director with Advent International, a leading global private equity firm. He worked across North America, Europe and Asia specializing in investments across the business and financial services and industrial sectors. Prior to joining Advent, Rob worked in the Business Services Investment Banking Group at William Blair & Company.
Rob holds bachelors’ degrees in finance and accounting from Washington University in St. Louis and an MBA from the Wharton School at the University of Pennsylvania.
Zachary Workman
Accounting and Reporting Associate
Zachary assists with the firm’s accounting and operational matters, including limited partner reporting and oversight of portfolio company reporting.
Zachary was previously a Senior in the assurance practice at EY where he facilitated the completion of timely audits for public and private clients, primarily in the real estate industry.
Zachary is a licensed CPA in Arizona and holds a bachelor’s degree in accounting from Arizona State University.
CHRIS YOUNG
CFO and Director of Operations
Chris is responsible for the firm’s accounting and operational matters, limited partner reporting, and oversight of portfolio company reporting. He currently serves as a director of METALfx, RDD Associates, Solly Baby, and United Right-of-Way.
Chris was previously a Manager in the assurance practice at PricewaterhouseCoopers where he led both public and private company audits across a variety of industries.
Chris holds a bachelor’s degree in accounting and a master’s degree in accounting from Washington University in St. Louis.