Montana Capital Partners AG is a Swiss based advisor focusing on attractive niches of the secondary market as well as on high-quality asset management and advisory solutions.
The firm’s investment strategy focuses on attractive niches of the secondary market with small transactions as well as on complex and innovative solutions. These transactions are often sourced directly from the seller, an approach that enables Montana Capital Partners to take the sellers’ requirements into consideration and to customize solutions.
mcp has closed more than 70 transactions over the last 5 years with various parties ranging from pension funds, insurance companies, and banks to family offices and high-net-worth individuals. mcp offers sellers a wide range of solutions from straight acquisitions to fully structured transactions in order to create a win-win situation for all parties.
mcp’s second business line provides high-quality advisory services for primary investments. mcp has been active in advising its clients on primary fund investments over the last years as well as in providing risk management solutions to institutional and high-net-worth international investors.
Montana Capital Partners’ senior team has a track record of managing capital for and advising institutional clients around the globe ranging from the largest and most experienced private equity investors to small and mid-sized institutions.
Montana Capital Partners is a well-recognized investment advisor in the global private equity market and is well-connected to LP’s and GP’s. mcp team members regularly publish research in high-quality professional and scientific journals, present at conferences, and speak on panels.
Mission and Values
Montana Capital Partners’ mission is to provide innovative, customer-centric liquidity solutions in the illiquid asset class of private equity. Through the rigid application of industry-leading investment and risk management processes, we aim to achieve superior risk-adjusted returns.
Montana Capital Partners has a firm set of values that are expected to be upheld by all team members. These values are honesty, fairness, reliability, client-focus, transparency, trust, and appreciation of and respect for all team members. The foundation of these principles is based on three core values that can be summarized through a commitment to be innovative, reliable, and sound.