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Year Founded: 1968

AUM: $10.6B | Dry Powder: $2.7B

2 More London Riverside London SE1 2AP England, UK

Founded in 1968, Montagu Private Equity is a private equity investment firm that prefers to invest through means of add-ons, buyouts, carveouts, and growth capital. The firm seeks to invest in companies operating in the essential services, healthcare, software, and technology sectors based in Northern Europe

Key Contacts

  • Jason Gatenby

    Chief Executive Officer

  • Mark Spiteri

    Partner, Chief Technology Officer

  • Louise Denning

    Partner and Chief Financial Officer

Investment Preferences

  • Preferred Industries

    Broadcasting, Radio and Television, Commercial Products, Commercial Services, Commercial Transportation, Consumer Durables & Non-Durables, Energy Equipment, Energy Services, Financial Services, Services (Non-Financial), Software, Healthcare Services

  • Geographical Preference

    Northern Europe

  • Preferred Deal Types

    Add-on, Buyout/LBO, Carveout, PE Growth/Expansion

  • Other Investment Preferences

    Prefers majority stake, Prefers minority stake, Seeks ESG investments, Seeks Impact investments, Will lead on a deal

Investments By Year

Source: Pitchbook

Funds Closed

Montagu VI
Vintage: 2020

Size: $3.7B

Dry Powder: $2.1B

Details: Buyout fund focused on investments in the US

Montagu III
Vintage: 2015

Size: $2.6B

Dry Powder: $196.8M

Details: The fund focuses on investments in the European healthcare service sector

Montagu V
Vintage: 2015

Size: $3.1B

Dry Powder: $260.2M

Details: Buyout fund focused on investments in the UK’s technology and TMT sector

Investments By Industry

Investments By Region

Source: Pitchbook

Key Investments

In March 2023, DEAS, via its financial sponsor Montagu Private Equity, acquired IQ Energy Nordic, a Danish property tech company, for an undisclosed amount

In September 2022, Universal Investment secured an undisclosed amount of development capital from Montagu Private Equity and CPP Investments. The funds will be used to accelerate Universal Investment’s growth trajectory and support its ambition of becoming a leading global fund. Universal Investment is a third-party management company and fund administration service provider

In August 2022, Montagu agreed to acquire Maritime Intelligence from Informa Plc. for $458 million. Maritime Intelligence is a provider of maritime data and intelligence, widely used across the shipping ecosystem, extending to the finance, legal, academic, insurance, and government sectors

In July 2022, Montagu agreed to acquire Emerging Portfolio Funds Research, a financial intelligence provider, from Informa for $193 million. This acquisition will help the company leverage its core competencies to develop new, specialized datasets

In March 2022, AKAD University, a provider of higher education and distance learning services was acquired by Galileo Global Education, via its financial sponsors Montagu Private Equity, Tethys Investment, Bpifrance and Canada Pension Plan Investment Board, through an estimated $50.98 million LBO

In October 2021, L’École Multimedia, an operator of a digital communication training school was acquired by Galileo Global Education, via its financial sponsors Bpifrance, Canada Pension Plan Investment Board, Montagu Private Equity and Tethys Investment, through a $2.67 billion LBO

In July 2020, Montagu Private Equity acquired the OEM business of CRTI Surgical through a $440 million LBO. RTI Surgical is an operator of OEM business intended to serve the health sector

In December 2019, Montagu Private Equity acquired Jane’s Information Group through a $470 million LBO. As a part of the transaction, the company received debt financing in the form of a senior secured credit facility from Barings and a $24.68 million first-lien senior secured term loan from Barings BDC. Jane’s Information Group is a subsidiary of IHS and provides pen source information to the aerospace, defense and security industries

In November 2018, Nordea Ejendomme, a provider of residential and business property leasing services was acquired by DEAS Holding, via its financial sponsor Montagu Private Equity, through a DKK22 billion LBO. With the deal Deas welcomes a number of institutional investors with a property portfolio totaling approximately DKK25 billion

Other Details

Founded in 1968, Montagu Private Equity has more than 50 years of investing experience. The firm currently has 100+ institutional investors & €10 billion in capital commitments across 4 active funds. Montagu employs over 170 professionals operating from 5 offices namely, Frankfurt, London, Luxembourg, Paris & Warsaw.

Montagu Private Equity focuses on sales execution, new products & services, new geographies, tech-enablement, operational improvement, carve-outs and mergers & acquisitions. Its most recent open fund, Montagu VI Swordfish Co-Invest, is a co-investment fund managed by Montagu Private Equity. The fund is located in London, UK.

3i Group, AlpInvest Partners, Bpifrance, Cinven, Funeral Partners, Goldman Sachs Asset Management, HG Capital (UK), Intermediate Capital Group, J.P. Morgan, Kohlberg Kravis Roberts, Merrill Lynch Global Private Equity, OASIS Group, Sjätte AP-fonden, The Storebrand Group, Visma Group, Wendel Group are some of the co-investors who invest alongside Montagu Private Equity.

Source: Pitchbook, Company Website, Press Release