Our focus on incumbent CEOs means that working in partnership
with the management team is critical. We support management through
each stage of the deal process and provide as much resource as
required to make the investment work. We welcome early dialogue
with CEOs to better understand their aspirations.
- Investment Approach
Our partnership with management is built on a shared vision of
how the company's value can be maximised. We work with management
to develop that vision and we provide the support needed to realise
it - financial, strategic or operational.
- Working with Montagu
We work with management teams to carry out an early review of
strategy, operations and organisational structure. This leads to a
mutually agreed Business Plan on which our investment is based. We
then provide specialist resources to support the implementation of
this Plan. The strategy for each of our investments is management's
strategy, driving each of our businesses to optimal
Every deal is different. Markets change. Management styles
change. Businesses evolve - and we evolve with them.