Montage Partners

Montage Partners is a private equity firm founded in 2004 and headquartered in Scottsdale, Arizona. It specializes in investing in lower middle-market, later stage, mature businesses, focusing on recapitalizations, industry consolidation, buyouts, and growth capital investments. The firm targets established, family-owned or founder-owned companies in the United States and Canada, typically making investments ranging from $2 million to $8 million. Montage Partners is industry agnostic, investing across diverse sectors, including business services, consumer goods, healthcare, industrials, and technology. The firm prefers to acquire a majority stake in companies that have a minimum operating history of five years and meet specific financial criteria, such as sales values between $2.5 million and $75 million, enterprise values between $2 million and $25 million, and EBITDA between $1 million and $5 million. The firm utilizes its personal capital for investments, aiming to foster transformative growth and enhance cash flows in the businesses it supports.

Chris Brown

VP of Business Development

Chris Norwood

Senior Associate

Greg Ogard

Vice President

Jordan M. Tate

Managing Partner

Chris Young

CFO

6 past transactions

United Right-of-Way

Private Equity Round in 2020
United Right-of-Way is a provider of comprehensive vegetation and landscape management services to government agencies, solar energy operators, railroads, and industrial companies.

Advantco

Private Equity Round in 2019
AdvantCo International, LLC specializes in designing and implementing SAP NetWeaver solutions for clients worldwide. The company offers a range of products including the Applicability Statement 2 for efficient data exchange, a PGP Module for secure message handling, and an SFTP Adapter for secure file transfers. Additionally, AdvantCo provides services in SAP process integration, architecture planning, and NetWeaver development, along with consulting in areas such as ERP, supply chain management, and business intelligence. With a focus on automating the integration of enterprise applications with ERP systems, AdvantCo supports clients in adapting their workflows to align with specific system requirements. Headquartered in Raleigh, North Carolina, the company also maintains offices in Europe and Asia.

METALfx

Acquisition in 2019
For over 46 years METALfx has been a leading provider of precision sheet metal fabrications, enclosures and assemblies. In the early years, METALfx, a division of Advanced Manufacturing and Development, Inc., was a primary supplier of chassis, rack mounts, and other networking equipment to Cisco Systems. METALfx learned the importance of diversification the hard way when Cisco moved the majority of their production manufacturing offshore.

Puroflux

Private Equity Round in 2018
Puroflux Corporation, established in 1994 and headquartered in Simi Valley, California, specializes in the manufacture of customized industrial filtration systems. The company offers a diverse range of products, including permanent media filters, carbon steel separators, disc filters, control panels, and pump packages. Their product lines feature various series designed to accommodate different pressures and flow rates, such as the PF-20, PF-30, PF-40, and PF-50 Series for media filters, as well as multiple series for separators and control panels. Puroflux also provides engineering services to create tailored systems that meet specific application requirements.

Boundary Devices

Private Equity Round in 2016
Boundary Devices Inc. is a designer and manufacturer of ARM-based single-board computers (SBCs) and system-on-modules (SOMs) headquartered in Chandler, Arizona. Established in 2003, the company specializes in custom-designed SBCs and SOMs, including its Nitrogen and Nit series, which cater to the embedded computer market. Their products are utilized in various applications, such as industrial controls for food and beverage systems, kiosks, and digital signage. In addition to hardware, Boundary Devices offers a range of accessories, including displays, android buttons, adapter daughter boards, and cellular modems. The company also provides software support services, including custom Ubuntu builds, Yocto modifications, and Android modifications, ensuring that clients receive tailored solutions that meet their specific needs.