OUR TEAM
Cole Jackson
Vice President, Portfolio Acceleration
As Vice President of Portfolio Acceleration, Cole collaborates with the firm’s portfolio company management teams to establish and execute each company’s growth strategy.
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.
CODY KENNEDY
Analyst
Cody Kennedy is an Analyst at Montage Partners. His primary responsibilities include financial modeling, due diligence, industry research, and screening new investment opportunities.
Cody has previous experience in mergers and acquisitions at Vermilion Rock Advisors where he worked to connect private equity investors with companies in the lower-middle market and assisted in the execution of multiple deals.
Cody holds a bachelor’s degree in Finance from Brigham Young University.
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.
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.
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.
LUKAS STOGSDILL
Associate
Lukas Stogsdill is an Associate at Montage Partners. His primary responsibilities include sourcing and screening for new investment opportunities, financial modeling, due diligence, and transaction execution.
Lukas has previous experience in transaction diligence and execution at Dinan Capital Advisors where he worked primarily with clients in the healthcare industry, assisting in the execution of multiple middle-market mergers and acquisitions.
Lukas holds bachelors’ degrees in Economics and Industrial Engineering from Arizona State University.
JORDAN TATE
Managing Partner
Jordan is involved in all aspects of Montage Partners’ investments including sourcing and execution, valuation and structuring and post-closing oversight. Jordan was particularly involved in leading the firm’s investments in Advantco International, Cal-Sierra Pipe, Clowe & Cowan, Craft Beverage Cooperative, Desierto Verde, Equity Methods, Indo-European Foods, Integrity Mold, National Home Warranty, Puroflux, and Southwest Data Products, and currently serves as a director of Advantco International, Craft Beverage Cooperative, Equity Methods, Puroflux, and Southwest Data Products.
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 across a variety of industries.
Jordan holds 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, Craft Beverage Cooperative, Equity Methods, METALfx, Puroflux, RDD Associates, Solly Baby, Southwest Data Products, 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.
CHRIS YOUNG
CFO & 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 masters degree in accounting from Washington University in St. Louis. He is also a Certified Public Accountant.