A deferred compensation services provider, specialising in the design, implementation and administration of deferred equity plans.

Equatex’s customers include large global corporates across different industries including pharmaceuticals, engineering, financial services, consumer products and software.

The company was initially set up to serve internal UBS deferred compensation plans but expanded to serve external clients.  We acquired it in 2015 as a carve-out from UBS.

000

Headcount growth during ownership

00

Assets under management

0

Participants from 160+ countries

A Montagu business

  • A leading player in an attractive niche market
  • Good revenue visibility with long term contracts and a sticky customer base
  • Provider of critical product to its customers

Becoming an independent market leader

We supported Equatex transform into a completely independent business with robust governance and operations. 

It invested in its technology and new products and consolidated its market leading position by winning new customers and making selective acquisitions.

A formal sale was initiated in 2018 and, after a competitive process, Equatex was sold to Computershare, an Australian stock transfer company.

Deal details


Year of entry

2015


Year of exit

2018


Country

Germany


Status

Realised


Industry Sector

Essential Services,Software & Technology

Back to all portfolio