ABOUT US

Full Potential. Partnership.

Montagu has been investing and learning for more than 50 years.

We are a performance-driven organisation committed to driving growth in partnership with management teams.

We invest in highly resilient assets with a must-have product or service in structurally growing marketplaces.

Businesses that
make the world work

Carve-out & first time
buyout specialist

Committed to the
mid-market

Driving growth
through partnership

Deep expertise in 5 priority sectors

Responsible investor
with a focus on climate

€11bn

AUM

180+

Strong team

5

Offices

Our sectors
Group 4

Montagu has deep expertise in five priority sectors

Investing into markets with long-term resilience and underlying structural growth.

Our Portfolio

Within healthcare, Montagu is focussed on 3 verticals:

Med-tech products integrated and critical to a product or process.

Healthcare software enhancing information, co-ordination and workflows improving patient outcomes.

Healthcare services providing critical services on a local basis.

Businesses providing scalable services to multiple industry participants, which historically may have been done in-house.

Businesses with leading data sets that are critical to their underlying clients, and embedded in core processes.

Businesses providing scalable services to businesses in multiple different sectors, enabling them to participate in the digital economy.

Businesses improving educational outcomes for students and improving the quality of the institutions that teach them.

Driving Growth

Montagu's value creation capability is built around 7 core levers

We work in partnership with management to establish and deliver the right value creation initiatives for each business

Transforming sales execution capabilities

Building direct, partner, and digital distribution channels

Driving growth through innovation

Launching complementary and adjacent offerings

Delivering established capabilities into new markets

Building Go-To-Market models in Americas, Asia, and EMEA

Leveraging technology to improve performance

Delivering tech-enablement of essential businesses

Enhancing day-to-day operational control

Improving efficiency and driving scalability

Creating strong standalone functions and capabilities

28 carveouts since 2002

~40% realised gross IRR and 2.9x MoM across 20 exits

Experience in both transformative & add-on acquisitions

Over 100 portfolio buy and build strategies executed in the past 3 years

Our Values

A learning organisation focussed on improving together

Honesty

How we behave should stand the test of changing times.

It takes courage to share what is relevant, however difficult.​

Clear, bold and understandable decision making.

A responsible owner.

Humility

Assume we may be wrong rather than always right.

The firm is bigger than any of us; we are a collective endeavour, we change together for the better. ​

Everything can always be improved.

A learning organisation.

Excellence

Preserve and build on our combined experiences.

Be prepared to do what matters to meet the challenges of our time.​

We are meritocracy attracting developing and retaining talent.

A dynamic meritocracy.

Courage

Have conviction and confidence in our actions.

There will always be imperfect information and perceived risk.

We can be bold, backed by our shared learnings and shared responsibility.

A decisive partnership.

Responsibility

Responsibility at Montagu

Commitment to climate

Montagu is committed to reducing negative climate impacts. We have set science-based emission targets to drive climate action in our operations and our portfolio companies.

100%

Carbon Neutral (Scope 1 and 2) since 2019

100%

of portfolio to set a validated carbon reduction target by 2030

Driving value from ESG

Montagu partners with portfolio companies on ESG to drive value for investors, companies, employees, and wider society.

We support management teams to set targets and implement action plans by:

  • Delivering ESG focussed training and workshops
  • Sharing best practice playbooks and guidance
  • Providing access to a global network of advisors
  • Connecting our portfolio companies to share knowledge and case studies
Our history

Today

Finding and growing businesses that make the world work

2022

Science-Based Target Initiative validation
SKA Gold rating for Montagu’s new office
Won Private Equity Manager of the Year Award.

2021

Launched the new Montagu brand
Joined the Data Convergence Initiative
Launched Montagu Connect

2020

Montagu VI raised at €3.3 billion
Joined the initiative Climat International UK network

2019

Created our Insights team, focussed on portfolio data analytics
Established the ESG Committee

2018

Celebrated our 50th birthday
First dedicated Sustainability Report to Investors

2015

Montagu V raised at €2.75 billion
Became a PRI signatory

2013

Bought out HSBC’s remaining 20% stake becoming completely owned by our partners

2011

Montagu IV raised at €2.5 billion

2007

Bolstered our operational capabilities establishing Montagu Full Potential Partners

2006

Montagu III raised at €2.3 billion

2003

Management Buyout from HSBC, reviving the Montagu name

2002

Montagu II raised at £1.2 billion – first formal fund arrangement

1994

HSBC Private Equity Partnership Scheme – first external capital investments

1992

Midland taken over by HSBC, Montagu became HSBC Private Equity investing in mid-sized European buyouts

1982

Became part of Samuel Montagu following Midland Bank’s takeover of the merchant bank. Specialised in Management Buyouts

1968

Established as a business within Midland Bank – Midland Montagu Industrial Finance – to provide risk capital to small, British businesses

We've learnt a lot over the last 50 years but our values of honesty, humility, excellence and courage have endured.

Life at Montagu
“a fast-paced and highly rewarding place to work”

The Associate Programme and the Montagu Academy

Montagu is a fast-paced, rewarding and unique place to work. We want everyone to achieve success and fulfilment in their chosen careers, regardless of professional experience or background.

We are committed to attracting fantastic talent, and then supporting every team member with tailored professional growth and career development programmes via our Montagu Academy.

Our Investors

Delivering results for a global investor base

Montagu has developed a strong, supportive, and diverse investor base. We have delivered consistent and strong returns across our funds and throughout multiple cycles.

get in touch
Our investors by type

Europe

41%

North America

27%

Asia

22%

Middle East

10%

Pension Fund

43%

Sovereign Wealth

19%

Fund of Funds

12%

Insurance

12%

Endowments & Foundations

5%

Corporate

4%

Family Office

3%

Bank

2%

100+

institutional investors 

€10bn

capital commitments across 4 active funds

2023 Montagu Annual Investor Meeting
2022 Montagu Annual Investor Meeting