Montana Capital Partners

Montana Capital Partners (MCP) is a specialist investment firm focused on the private equity secondary market. The firm provides liquidity solutions to both limited partners (LPs) and general partners (GPs) by acquiring existing private equity fund interests and direct company stakes. Their investment strategy targets the European and North American mid-market, with a sweet spot for deal sizes typically ranging from EUR 40-80 million. MCP emphasizes a disciplined approach to portfolio construction and risk management, engaging in proactive sourcing to identify secondary opportunities.

Founded in 2011, Montana Capital Partners established its headquarters in Baar, Switzerland. The firm has grown significantly since its inception, expanding its operations and reach. In 2021, MCP was acquired by PGIM, the global investment management business of Prudential Financial, Inc. This acquisition allowed Montana Capital Partners to leverage PGIM's extensive global footprint and market positioning while maintaining its specialized focus within the private alternatives landscape.

MCP's portfolio demonstrates a diverse range of investments across various sectors. Notable transactions include investments in environmental services, hospitals and inpatient services, and real estate. The firm has also acquired corporate venture portfolios with a focus on Fintech and Insurtech companies, and has co-led significant secondary transactions in global equity selection and GP opportunities funds. Montana Capital Partners manages multiple funds, with its sixth private equity secondaries fund, OSP VI, closing at US$1.4 billion in 2026.

The firm is led by an experienced team of professionals, including CEO Dr. Stephan Wessel and Co-Founder and Senior Advisor Dr. Marco Wulff. Daniel Klima serves as Managing Partner and Head of North America, overseeing the firm's expanding presence in the region, including its New York office. The team's expertise spans private markets, asset management, and compliance, ensuring a comprehensive approach to secondary investments and client advisory services.