The Keys to Success in Private Equity - Transparency, Integrity, Trust, & People – Private Equity Profit Podcast with Seth Greene & Cliff Locks Episode 028 Jordan Tate Jordan Tate is a founding partner at Scottsdale, Arizona-based private equity firm Montage Partners. Founded in 2004, Montage Partners manages $75M of capital and invests in established, successful companies across North America with $1-5M of EBITDA with a focus on five industries. In his role at Montage, Jordan serves as a member of the board of directors for six of the 10 companies in which Montage is currently an investor. Prior to Montage, Jordan was a member of the investment banking group at Merrill Lynch & Co. Jordan holds an MBA with honors from the Wharton School at the University of Pennsylvania and bachelors’ degrees in finance and accounting, summa cum laude, from the University of Arizona. He is an active member of the Arizona chapter of the Young Presidents’ Organization (YPO) and lives in Scottsdale, Arizona. Listen to this informative Private Equity Profit episode with Jordan Tate about the keys to success in Private Equity.   Here are some of the beneficial topics covered on this week’s show: Investing in people to drive the success of your business Focusing on transparency to ensure alignment between client and firm The value of a hands-on approach when looking at a company when considering whether to invest in it The benefits of investing in companies that have an established culture that promotes an energetic, engaged, and fulfilled workforce The pros and cons of a more crowded, competitive Private Equity Industry       Connect with Jordan: Links Mentioned: https://www.montagepartners.com/ Email: jtate@montagepartners.com   Connect with Seth: seth@marketdominationllc.com   Connect with Cliff Website investmentcapitalgrowth.com Email cliff@investmentcapitalgrowth.com     Learn more about your ad choices. Visit megaphone.fm/adchoices