MONTANA CAPITAL PARTNERS AG

Thesis

Montana Capital Partners AG (MCP), founded in 2011 and headquartered in Baar-Zug, Switzerland, is a FINMA-regulated investment firm specializing in secondary investments within private equity and private credit. Their core strategy focuses on providing liquidity through LP-led and GP-led secondary transactions, addressing needs like unfunded commitments and portfolio rebalancing. MCP actively sources deals, aiming for customized, win-win solutions. They show interest in Environmental Services (B2B) and Hospitals/Inpatient Services, and also engage in selective co-investments in buyout and infrastructure deals alongside leading General Partners. MCP operates in the mid-market, with sweet spots for deal sizes of USD 40–80 million in private equity and USD 20–150 million in private credit. Their geographic scope is primarily Europe and North America. MCP acts as a secondary buyer, offering commingled funds, SMAs, and bespoke mandates, alongside primary and co-investment advisory services. As of early 2026, MCP manages six funds with over USD 5 billion in AUM, and their OSP VI fund closed at USD 1.4 billion. Typical check sizes for secondary interests range from USD 10–200 million. The firm has over 45 professionals across offices in Baar and New York. In April 2025, they acquired a significant private equity portfolio from Prudential Financial, Inc.