Montagu is a leading mid-market private equity firm, committed to finding and growing businesses that make the world work. Focussing on businesses with a must-have product or service in a structurally growing marketplace, Montagu brings proven growth capabilities to help companies achieve their ambitions and unlock their full potential. Montagu specialises in carve-out and other first time buyout investments and has deep expertise in five priority sectors: Healthcare, Financial Sector Services, Critical Data, Digital Infrastructure and Education. ESG forms an integral part of its strategy, and its commitment to responsible investment is fully integrated into its investment and value-creation process. Montagu partners with companies with enterprise values between €200 million and €1 billion and has €12bn assets under management.

Responsible Investing is at the core of Montagu’s investment philosophy, purpose, and values. We adopted our responsible investment policy in 2016, and are continuously developing our approach to ESG.

We recognise that we are in a unique position to bring positive change, and we believe ESG performance is an important part of our fiduciary duty to our investors.

ESG is embedded across the entire investment lifecycle. We have set out below the activities we undertake at each stage to identify, measure, manage and disclose ESG risks and opportunities.

We are signatories to the Principles of Responsible Investment (PRI) (since 2015) and the United Nations Global Compact (UNGC) (since 2019).

Our approach reflects our commitment to the six PRI principles:
We will incorporate ESG issues into investment analysis and decision-making processes.
We will be active owners and incorporate ESG issues into our ownership policies and practices.
We will seek appropriate disclosure on ESG issues by the entities in which we invest.
We will promote acceptance and implementation of the Principles within the investment industry.
We will work together to enhance our effectiveness in implementing the Principles.
We will each report on our activities and progress towards implementing the Principles.