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Montis Financial

The Deal

Bought By
Tucker Donahoe and John Yanchek
Year
2021
Vehicle
Backed by Search Fund Partners and Pacific Lake Partners
Kind
Services

A registered investment advisor providing financial planning and investment management to households across New England.

What Happened Next

Operating under its two searcher co-chief executives, with both backers carrying it as active.

The exit ends of journeys like this one, where the buyer has announced the purchase itself, are on Buyers.

Backed by the Same Firms

Search Fund Partners

Pacific Lake Partners

Method & Source

This record is double-sourced: it joined when the purchase and, where the company has traded on, the exit could both be read in primary accounts rather than inferred.

These sources name who runs the business and when the firm invested, rather than saying in a sentence that the searchers bought it. One backer names Tucker Donahoe and John Yanchek as co-chief executives beside an investment made in November 2021; the other's table carries both names against 2021. Neither page says either man bought the business.