PGIM $3.9 Billion Secondaries Mid-Market Investment Manager Montana Capital Partners (MCP) Buys Private Equity Portfolio from Prudential Financial, Portfolio of Mid-Market Inflection Buyout Assets from Funds & Co-Investments for MCP Opportunities Secondary Program (OSP) & Select MCP Co-Investors, MCP is Part of $330 Billion PGIM Private Alternatives, PGIM AUM at $1.3 Trillion, PGIM is Asset Management Business of Prudential Financial
13th April 2025 | Hong Kong
PGIM secondaries mid-market investment manager Montana Capital Partners (MCP, $3.9 billion AUM) has bought a private equity portfolio from Prudential Financial, with the private equity portfolio comprising of mid-market inflection buyout assets from Prudential Financial funds & co-investments for MCP Opportunities Secondary Program (OSP) & select MCP co-investors. Montana Capital Partners (MCP) is part of PGIM Private Alternatives ($330 billion AUM). PGIM AUM is at $1.3 trillion, and is the asset management business of Prudential Financial. Announcement (7/4/25): “Montana Capital Partners (mcp) has acquired a substantial private equity portfolio from Prudential Financial, Inc. (PFI). mcp is an established mid- market global private equity secondaries investment manager and part of PGIM Private Alternatives, the US$330 billion private alternatives strategies manager of PGIM, the global asset manager of PFI. The deal portfolio consists of mid-market inflection buyout assets across a number of funds and co-investments and has been acquired on behalf of mcp’s most recent edition of the Opportunities Secondary Program (OSP) and select mcp co-investors … …. 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.”
“ Partners (MCP) Buys Private Equity Portfolio from Prudential Financial, Portfolio of Mid-Market Inflection Buyout Assets from Funds & Co-Investments for MCP Opportunities Secondary Program (OSP) & Select MCP Co-Investors, MCP is Part of $330 Billion PGIM Private Alternatives, PGIM AUM at $1.3 Trillion, PGIM is Asset Management Business of Prudential Financial “
Dr. Stephan Wessel, CEO & Managing Partner of MCP: The nature of this transaction makes it a landmark deal in the middle market. We were able to apply our data-driven underwriting approach to identify assets that align with mcp’s investment criteria while meeting PFI’s portfolio rebalancing objective. This kind of partnership, providing such a highly customized portfolio management solution, is unique and likely to be a model replicated in the future. 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.”
Vinti Khanna, Managing Director, Head of Alternative Assets at Prudential Select Strategies (PSS): “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. At the same time, this deal supports our efforts in leveraging our investment capabilities as an independent fiduciary manager.”
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. 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 Prudential Financial, Inc. (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.
PGIM is the global asset management business of Prudential Financial, Inc. (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, 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. 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.
Partners (MCP) Buys Private Equity Portfolio from Prudential Financial, Portfolio of Mid-Market Inflection Buyout Assets from Funds & Co-Investments for MCP Opportunities Secondary Program (OSP) & Select MCP Co-Investors, MCP is Part of $330 Billion PGIM Private Alternatives, PGIM AUM at $1.3 Trillion, PGIM is Asset Management Business of Prudential Financial
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