Portfolio Company · Operating Co.

Universal Investment

Financial Sector Services

backed byMontagu Private Equity

CurrentFinancial Sector Services

a portfolio company of

Montagu Private Equity

Status on record: Current

PE Firm Index

Who owns Universal Investment?

Universal Investment is listed as a current portfolio company of Montagu Private Equity on Montagu Private Equity's own portfolio page.

Company Snapshot

Universal Investment is a Financial Sector Services company. Its owner on record, Montagu Private Equity, is a carve-outs firm founded in 2002. Montagu Private Equity lists at least 56 companies in the index, 6 of them in Financial Sector Services.

SectorFinancial Sector Services

Parent PE firmMontagu Private Equity

Ownership statusCurrent

WebsiteNot on record

About the owner

Montagu Private Equity

Founded: 2002
Strategy: Carve-outs, Partnership with management
Sectors: Healthcare, Financial Sector Services, Critical Data
Companies in the index: At least 56

Montagu Private Equity is a carve-out specialist that invests in businesses providing must-have products and services.

Read the Montagu Private Equity profile

Deals involving Universal Investment

2026-11-05Montagu Private Equityadd_onWeek 2026-W45

Universal Investment, a Montagu Private Equity portfolio company, acquired Cadarn Capital

universal-investment.com

Questions about Universal Investment

Who owns Universal Investment?

Universal Investment is listed as a current portfolio company of Montagu Private Equity on Montagu Private Equity's own portfolio page.

What sector is Universal Investment in?

Universal Investment is in Financial Sector Services. Classified from the owner's portfolio label.

What else does Montagu Private Equity own in Financial Sector Services?

Montagu Private Equity lists 5 other Financial Sector Services companies in the index, including DEAS Group, Equatex, Multifonds, Open GI and Waystone Group.

Sources

Montagu Private Equity
https://montagu.com/portfolio/

This profile is based on publicly available information and may be incomplete or outdated. PE Firm Index is not affiliated with Universal Investment and does not provide investment advice.

Other portfolio companies of Montagu Private Equity

6 of 55 shown

ADB Airfield Solutions

Ashbourne Pharmaceuticals

Healthcare

BSN Medical

Healthcare

See the full Montagu Private Equity portfolio.

Other Financial Sector Services companies held by Montagu Private Equity

DEAS Group Equatex Harvest Multifonds Open GI Waystone Group

Other Financial Sector Services portfolio companies

2-10 Home Buyers Warranty

via Genstar Capital

2CHECKOUT

via ParkerGale Capital

2Checkout (Avangate)

via Francisco Partners

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Ownership

Parent PE firm

Montagu Private Equity

Status: Current

For PE-backed companies

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