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Private company

Montagu Private Equity

Logo: montagu.com3

UK business

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 Wikipedia text CC BY-SA 4.0

Last updated Oct 21, 2026.

Overview

1968Founded1

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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

Corporate structure

Montagu Private Equity sits at the top of its group. 2 entities, 1 country on record. Switch between the flow chart and the network, and select any entity to see its details.

  • Montagu Private Equity London
    • Janes Subsidiary · Croydon, United Kingdom

Built from subsidiaries, stakes and holdings from Wikidata (CC0); major holders from Schedules 13D and 13G. Each entity in the chart links to its source.

What it owns

What Montagu Private Equity reports owning in its annual reports to the SEC: buildings, land and equipment, real estate and locations, investments, intangible assets and inventory, at the end of its latest fiscal year and a year before.

Stakes and holdings (Wikidata)

Things Wikidata records the company as owning, with the share when stated.1

The story

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

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

In 2026, it was announced that Montagu would acquire a majority stake in BMC Helix through a carve-out transaction from BMC Software.

From Wikipedia’s article on Montagu Private Equity, shared under CC BY-SA 4.0.4

Products and brands

  • leveraged buyout

Listed on Wikidata.1

Subsidiaries and ownership

Subsidiaries

From Wikidata.1

Acquisitions

  1. 2019Acquired Janes1

Timeline

  1. 1968Founded Founded1

Sources

The numbers on this page point here. Each one links to the record it came from.

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