Investment Focus

Montagu focuses on European middle market companies: Investment Range Equity typically $100M-$500M. Geographic Focus Western Europe. Healthcare — Healthcare services and products Business services — Professional services Industrials — Manufacturing and engineering Consumer — Consumer products and retail

Key Takeaways

  • •Focus on Industrial, Retail, Technology companies
  • •Investment range: $100M-$500M in equity
  • •Based in United States
  • •Growth equity focus
  • •Active value creation approach
  • •Also invests in Manufacturing

Notable Portfolio

Company Sector Notes Atos Technology IT services Plastic Omnium Automotive Auto parts Dixons Retail Electronics retail B&M Retail Variety retail JDE Food & Beverage Coffee and tea Crispin Retail Sports retailer

What Montagu Looks For

Market position — Strong competitive position Growth potential — Clear value creation Management — Strong European teams Cash flow — Stable operations }> Pro Tip Montagu has deep European expertise. Show strong market position in your sector.

Pro Tip

Demonstrate a strong management team with equity ownership alignment.

Frequently Asked Questions

What industries does focus on?

primarily invests in Industrial, Retail, Technology. The firm seeks companies with strong market positions and clear growth trajectories.

What size companies does acquire?

typically invests $100M-$500M in equity, targeting companies with enterprise values in the lower to middle market range.

What is 's typical investment size?

The firm's equity investments generally range from $100M-$500M, positioning them as active investors who can provide meaningful capital for growth.

How long does 's due diligence process take?

Due diligence timelines vary by deal complexity, but typically conducts thorough financial, operational, and market due diligence over several weeks to months.

What should I prepare before engaging with ?

Prepare three years of audited financials, detailed market analysis, management team bios, growth plans, and a clear vision for how the partnership would create value.

How does work with portfolio companies?

takes a partnership approach, working closely with management teams on strategic initiatives, acquisitions, and operational improvements.

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This article is part of our Private equity firms | Eagle Rock CFO guide.