Montana Capital Partners announces landmark deal with PFIMontanaCapitalPartnersannounceslandmarkdealwithPFI

“This deal underscores the benefit of PGIM’s collaborative approach and the value of being part of the PFI platform and is a key step in what we hope will be a long-term partnership between mcp and PFI’s CIO team”, Wessel added.

The portfolio will continue to be managed by Prudential Select Strategies (PSS), a subsidiary of PFI, managing approximately US$18 billion in alternative assets for PFI and third-party investors.¹

“Following PFI’s strategic asset allocation targets, this transaction allows us to pursue additional value enhancing investments, while retaining ownership of our general partner relationships”, Vinti Khanna, managing director, head of alternative assets at PSS, added. “At the same time, this deal supports our efforts in leveraging our investment capabilities as an independent fiduciary manager.”

ABOUT MCP

Montana Capital Partners AG (“mcp”) is an established global private equity secondaries investment manager with a focus on the mid-market. As an adviser or a delegated portfolio manager to six funds, i.e., the Opportunity Secondary Program, mcp (together with its affiliates) advises/manages total assets of US$3.9 billion for its investors.2

mcp pursues a differentiated investment approach providing customized liquidity solutions in the secondary mid-market with a focus on proactive sourcing and a balanced portfolio construction across GP-led and LP-led transactions. mcp employs more than 40 professionals across its offices in Baar, Switzerland, and New York and has invested in more than 130 transactions since its inception.

mcp is part of PGIM, the global investment management business of PFI (NYSE: PRU) with US$1.38 trillion in assets under management, including more than US$330 billion in private alternatives strategies,¹ benefiting from its combined market positioning and global footprint. For more information visit mcp.eu.

ABOUT PGIM

PGIM is the global asset management business of PFI (NYSE: PRU). In 41 offices across 19 countries, our more than 1,450 investment professionals serve both retail and institutional clients around the world.

As a leading global asset manager with US$1.38 trillion in assets under management,¹ PGIM is built on a foundation of strength, stability, and disciplined risk management. Our multi-affiliate model allows us to deliver specialized expertise across key asset classes with a focused investment approach. This gives our clients a diversified suite of investment strategies and solutions with global depth and scale across public and private asset classes, including fixed income, equities, real estate, private credit, and other alternatives. For more information visit pgim.com.

Prudential Financial, Inc. (PFI) of the United States is not affiliated in any manner with Prudential plc, incorporated in the United Kingdom, or with Prudential Assurance Company, a subsidiary of M&G plc, incorporated in the United Kingdom. For more information please visit news.prudential.com.

¹ As of 31 Dec. 2024.
² As of 30 June 2024. Figure includes funds raised as of 31 Oct. 2024.

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In the United Kingdom, information is issued by PGIM Private Alternatives (UK) Limited with registered office: Grand Buildings, 1-3 Strand, Trafalgar Square, London, WC2N 5HR. PGIM Private Alternatives (UK) Limited is authorized and regulated by the Financial Conduct Authority (“FCA”) of the United Kingdom (Firm Reference Number 181389). These materials are issued by PGIM Private Alternatives (UK) Limited to persons who are professional clients as defined under the rules of the FCA. In the European Economic Area (“EEA”), information is issued by PGIM Luxembourg S.A. with registered office: 2, boulevard de la Foire, L1528 Luxembourg. PGIM Luxembourg S.A. is authorized and regulated by the Commission de Surveillance du Secteur Financier in Luxembourg (registration number A00001218) and operating on the basis of a European passport. In certain EEA countries, this information, where permitted, is presented by PGIM Limited in reliance of provisions, exemptions, or licenses available to PGIM Limited under the temporary permission arrangements following the exit of the United Kingdom from the European Union. PGIM Limited has its registered office: Grand Buildings, 1-3 Strand, Trafalgar Square, London WC2N 5HR. PGIM Limited is authorized and regulated by the Financial Conduct Authority (“FCA”) of the United Kingdom (Firm Reference Number: 193418). These materials are issued by PGIM Luxembourg S.A. and/or PGIM Limited to persons who are professional clients as defined in the relevant local implementation of Directive 2014/65/EU (MiFID II) and/or to persons who are professional clients as defined under the rules of the FCA.