Montana Capital Partners has closed its fourth secondary fund at a hard cap of 800 million euros. The fund’s limited partners include sovereign wealth funds, pension funds, insurance companies, family offices and foundations from Europe, Asia, the Middle East and the U.S.
April 9th, 2018: Montana Capital Partners (“mcp”) is pleased to announce the final closing of its fourth secondary program at the hard cap of EUR 800 million. The fund “mcp Opportunity Secondary Program IV (OSP IV)”, advised by mcp, with its focus on attractive niches of the secondary market again saw significant demand from investors and was highly oversubscribed after a brief fundraising period of only five months. mcp continues its very successful investment strategy with a focus on small and/ or complex transactions that are often sourced directly.
mcp OSP IV has been closed at its hard cap of EUR 800 million plus the GP commitment of more than two percent of the original target volume. mcp is delighted that all their previous funds have been closed at their respective hard caps which shows the strong support from existing and new investors. mcp developed a unique and new market segment on the small end of the market over the last years, provided innovative and complex solutions for LPs as well as partnering with GPs in order to create attractive liquidity solutions and investment opportunities.
OSP IV is backed by 25 large institutional investors, including Sovereign Wealth Funds, Pension Funds, Insurance Companies, Family Offices and Foundations from Europe, Asia, the Middle East and the US. “We are grateful to continue the close relationships with our existing investors who have increased their commitment volumes significantly following the success of the last three programs. We are also honoured to add some of the most reputable and sophisticated institutional investors from Asia, the Middle East and the US as our investors,” states Marco Wulff, partner and co-founder of mcp.
“Our focus on market niches has served us well. Over the last 5 years, we closed more than 70 transactions across our three funds. Our experience shows that the innovative and customized solutions add substantial value for the sellers while in other transactions we partnered with GPs for the benefit of all involved parties.”, adds Christian Diller, partner and co-founder of mcp.
Montana Capital Partners focuses on solutions for investors to reshape and optimize their portfolios and covers the full range from co-investments directly into companies, to single fund stakes, small portfolios, fund of funds stakes, and innovative structured solutions to reduce risk capital. Furthermore, mcp also works with GPs on portfolio restructurings, providing them and their investors with additional liquidity.
These liquidity solutions can help a broad range of investors, from family offices, private banks, high net worth individuals, and small institutions, to larger insurance companies, banks, and pension funds.
About Montana Capital Partners
Montana Capital Partners is a Swiss based investment boutique focusing on attractive niches of the secondary market as well as high quality asset management solutions. mcp’s team and senior advisors are on the ground in various countries around the globe, in order to provide customized liquidity solutions for investors and fund managers through its secondary programs.