Montagu Private Equity

Montagu
Montagu Private Equity LLP
Company typePrivate
IndustryPrivate equity
Founded1968
HeadquartersLondon
Frankfurt
Paris
Warsaw
Luxembourg
New York
ProductsLeveraged buyout, Management buyout
Total assets€14 billion[1]
Number of employees
>150
Websitewww.montagu.com

Montagu is a mid-market private equity firm. The primary investment focus of Montagu is on management buyouts of performing businesses with enterprise values typically ranging from €200 million to €1 billion.[2]

History

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The firm was founded in 1968 as a division of Midland Bank after Midland's acquisition of Montagu Trust, owner of Samuel Montagu & Co.[3] The business was renamed HSBC Private Equity after HSBC acquired Midland Bank in 1992 and the Montagu name was revived when Montagu's management team acquired 80.1% of Montagu shares from HSBC in 2003.[4][5] In 2013, the team purchased the remaining 19.9% from HSBC.[6]

In September 2016, Montagu acquired Berenberg Bank and Bankhaus Lampe's stakes in Universal Investment, thus gaining control of the German asset management firm.[7]

References

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  1. ^ "About Us". Retrieved 18 June 2025.
  2. ^ "Montagu Private Equity and HgCapital Acquire Waystone | Mergr M&A Deal Summary". mergr.com. Retrieved 2022-11-02.
  3. ^ "From Bradford dog track to Hong Kong pensions". Financial Times. 31 March 2015. Retrieved 9 February 2018.
  4. ^ Keers, Helena (19 March 2003). "HSBC buyout team revives Montagu name". Telegraph. Retrieved 9 February 2018.
  5. ^ Porter, Kiel (2012-04-12). "Can a name change boost the bottom line?". Financial News. Archived from the original on 2014-10-13. Retrieved 2014-10-08.
  6. ^ "HSBC Bank To Sell 19.9% Stake In Montagu Private Equity To MLLP Holdings". RTT News. 5 April 2012. Retrieved 9 February 2018.
  7. ^ Kingston, Charles (2016-09-28). "Universal-Investment bought by UK private equity group Montagu". REFIRE. Retrieved 2022-11-01.
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