Montage Partners Celebrates Equity Methods with Inaugural Award

Montage Partners Recognizes Excellence with New Awards Program

Montage Partners, a private equity firm focused on people-first strategies, has embarked on an exciting journey by introducing its inaugural Values Award. This award aims to shine a spotlight on high-performing portfolio companies and their exceptional leaders. The first company honored with this award is Equity Methods, a firm that has demonstrated remarkable dedication to the core values that Montage champions.

The Essence of the Values Award

The Values Award is not just a token of appreciation; it's a recognition of companies that exemplify the six foundational values laid out by Montage Partners. These values are people, transparency, accountability, integrity, mutual respect, and excellence. The Montage Partners culture committee carefully evaluates potential recipients based on their alignment with these principles.

Words from Leadership

Jordan Tate, co-Managing Partner at Montage Partners, expressed pride in recognizing Equity Methods. He shared how critical it is for their portfolio companies to embody similar values. “As a values-based investor, it’s important that our portfolio companies also live up to our six core values,” Tate stated. Equity Methods has showcased tremendous growth while adhering to these values, to which Tate added, “It’s gratifying to count Takis Makridis as not just a colleague but a friend.”

Equity Methods: A Model of Success

Equity Methods, acquired by Montage Partners in 2012, specializes in providing valuation, financial reporting, and advisory services, especially for companies managing complex employee stock compensation plans. Its solid reputation leads to frequent placements in Arizona’s Top Places to Work listings, underscoring the company's commitment to a positive work environment.

A Unique Company Culture

What sets Equity Methods apart is its vibrant culture, which encourages collaboration and fun while also fostering personal growth. The company emphasizes flexibility in work hours and style, creating a welcoming atmosphere. Employees participate in a variety of team-building activities, enjoying annual retreats to places that invoke team spirit and camaraderie.

Community Engagement at Its Finest

Equity Methods goes beyond traditional perks to recognize personal and professional achievements of its employees. The firm supports continuous education and professional development and values each employee's input in the company’s strategic vision. Additionally, the company actively engages in community service, providing numerous volunteer opportunities and supporting charities like The Foster Alliance.

Commitment to Giving Back

In an effort to honor Equity Methods’ community dedication, Montage Partners has made a donation to The Foster Alliance on behalf of Makridis and his team. Rob Wolfman, co-Managing Partner at Montage, expressed his admiration for the culture at Equity Methods. He stated, “The culture that Takis and the rest of the Equity Methods team has built demonstrates that financial success doesn't have to come at the expense of these values.”

About Equity Methods

Equity Methods caters to a diverse array of clients, from Fortune 100 corporations to innovative startups. Their services focus on share-based compensation and long-term incentive programs, ensuring their clients receive tailored financial reports and comprehensive valuation support. Remarkably, Equity Methods has earned the top ranking in client satisfaction among financial reporting providers for nine straight years.

About Montage Partners

Founded in 2004, Montage Partners operates with a primary focus on exceptional people. They invest in companies with a potential for transformative growth across various sectors, including technology, healthcare, and consumer products. By finding businesses with strong leadership and a commitment to their values, Montage Partners aims to build sustainable success.

Frequently Asked Questions

What is the Values Award presented by Montage Partners?

The Values Award is an annual recognition created by Montage Partners to honor portfolio companies that embody their core values.

Who was the first recipient of the Values Award?

Equity Methods was honored as the inaugural recipient of the Values Award by Montage Partners.

What criteria are used to select the recipient of the Values Award?

The selection is based on a company's adherence to six core values: people, transparency, accountability, integrity, mutual respect, and excellence.

What services does Equity Methods provide?

Equity Methods offers valuation, financial reporting, and human resources advisory services, particularly for complex employee stock compensation plans.

What is Montage Partners' investment focus?

Montage Partners focuses on investing in established companies with significant growth potential in various sectors, with a strong emphasis on exceptional leadership.

About The Author

My name is Dylan Bailey, and I am 28 years old. I am an author and an expert on the stock market who specializes in publicly traded companies. Early fascination with the stock market inspired me to seek a finance degree and then delve deeply into the world of stocks. I have developed over the years my abilities to spot investment prospects, assess business performance, and analyze market trends.

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