Montage Partners Presents Inaugural Values Award to Equity Methods

People-first private equity firm recognizes portfolio company for its focus on positive culture

SCOTTSDALE, Ariz.--(BUSINESS WIRE)--Montage Partners, a people-first private equity firm, is proud to debut its first annual Values Award and to announce the first recipient, Equity Methods.

Montage Partners created the Values Award to recognize its high-performing portfolio companies and their leaders. The Montage Partners culture committee makes the selection based on how a company embodies Montage Partners’ six core values of people, transparency, accountability, integrity, mutual respect, and excellence.

“As a values-based investor, it’s important that our portfolio companies also live up to our six core values. We strive to consistently cultivate a people-first culture both at our own firm and those companies that we partner with. We’re incredibly proud to recognize Equity Methods for doing just that,” said Jordan Tate, co-Managing Partner of Montage Partners. “On a personal level, it’s been so rewarding to work with Takis [Makridis, President and CEO of Equity Methods] throughout these 12 years as Equity Methods has experienced tremendous growth while staying true to our shared values. I’m honored to count him as a friend as well as colleague.”

Acquired by Montage Partners in 2012, Equity Methods provides valuation, financial reporting, and human resources advisory services to publicly traded companies with complex employee stock compensation plans and other complex securities.

Equity Methods consistently earns a spot on multiple Top Places to Work in Arizona lists and fosters a culture based on collaboration, fun, and relationship building with flexible work hours and style. The company hosts team-building activities and events, and once a year, employees enjoy annual retreats to locales such as Sedona, Flagstaff, or San Diego. Beyond these perks, the company celebrates each individual’s personal and professional milestones, supports continued education and professional development, and encourages employee participation in the company’s long-term vision and strategy.

The company also provides regular volunteer opportunities to employees and supports multiple charities across the Phoenix area, including The Foster Alliance. As part of the Values Award, Montage Partners has made a donation to The Foster Alliance on behalf of Makridis and Equity Methods.

“We have the utmost respect and admiration for our partners and the successful companies they’ve built, and we are honored to be able to recognize them,” said Rob Wolfman, co-Managing Partner of Montage Partners. “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

From Fortune 100 multinationals to Silicon Valley startups, hundreds of companies trust Equity Methods for services related to share-based compensation and other long-term incentive programs. Equity Methods delivers comprehensive valuations and audit support, tailored financial reports, and human resources advisory for clients in the US and internationally. For nine consecutive years, Equity Methods has been rated #1 in client satisfaction and loyalty among financial reporting providers in Group Five’s Stock Plan Administration Benchmarking Study. To learn more, visit www.equitymethods.com

About Montage Partners

Founded in 2004, with offices in Scottsdale, Arizona and Salt Lake City, Utah, Montage Partners is a people-first private equity firm dedicated to helping established businesses reach transformative growth. Montage Partners invests in companies headquartered in the U.S. or Canada with $1.5 million to $7 million in EBITDA in the technology and professional services, healthcare, industrial products and services, and consumer sectors. Above all other investment criteria, Montage Partners invests in exceptional people.