Investment Characteristics
MONTIS CAPITAL focuses its investment activities on lower-middle market businesses in the Rocky Mountain region, with revenues ranging from $5 million to $50 million. MONTIS invests in high-quality, profitable businesses that demonstrate opportunities for additional value enhancement. MONTIS values businesses with the following characteristics:
 
Strong management with proven, successful track records
Sustainable competitive advantages
Attractive profit margins or a concrete plan for achieving them
Realizable growth strategies
Favorable industry dynamics
A leadership position in one or more niche markets
Compelling and easily understood value propositions for customers

MONTIS works with management to enhance the long-term value of its investments through operational leverage and realizable growth strategies, both organic and through acquisition. MONTIS prefers to acquire majority equity positions but is open to minority investments and co-investments alongside strong equity partners. MONTIS is opportunistic and will consider investments in a wide range of industries, including:
 
Manufacturing
Consumer Products
Telecommunications
Energy Services
Transportation
Distribution
Information Services
Media
Environmental Services
Business Services
 
Example Transactions
We utilize our operational and financial experience to flexibly and creatively address the unique requirements of each investment opportunity. While there are many different circumstances under which MONTIS invests in a company, some examples include:
 

 
Recapitalizing family businesses to provide liquidity to meet the challenges of generational transitions or estate and tax planning.

 
Providing business owners with either full liquidity or partial liquidity and potential upside through an ongoing equity stake.

 
Supporting management-led buyouts of standalone businesses or subsidiaries of corporate parents.


 
Teaming with proven executives to identify and acquire independent businesses or subsidiaries of existing businesses, or to pursue industry consolidation opportunities.

 
Providing growth capital to companies entering the next phase of their development.

 
Partnering with quality management to enhance the value of companies in financial distress.