Primary Advisory Roundtable 2026

As part of this year's MCP AGM, Montana Capital Partners warmly invites you to an intimate roundtable with our Primary Investments team, to be held just before the opening AGM dinner.

Our team will share reflections from a year in private markets — spanning mid-market buyouts, thematics, and impact investing — followed by open discussion among a small group of family offices and foundations, before we move together to dinner.

Tuesday, October 28, 2026
5:00 p.m. – 6:00 p.m.
Mandarin Oriental Hotel, Lucerne
Directly followed by the AGM opening dinner.

Attendance is by invitation only, and places are limited. Please RSVP via the registration link below using the registration below by September 30, 2026.

We would be delighted to have you join us.

This invitation is personal and non-transferable. Please let us know if your plans change at the last minute.

Registration

About

Firm Overview

Founded in 2011, Montana Capital Partners AG (together with its affiliates, “MCP”) is a FINMA-regulated specialist private markets investor, focused on secondary investments in private equity and private credit in the European and North American mid-market, with a sweet spot at deal sizes of USD 40–80m in private equity and USD 20–150m in private credit. In addition, MCP provides primary and co-investment investment services to separately managed or advised accounts.

MCP advises and manages six funds to date, with total assets under management of USD 5bn. We have completed over 145 transactions and maintain relationships with over 250 fund managers across both asset classes.

We are committed to providing innovative, customer-centric liquidity solutions for investors and fund managers. Our approach focuses on designing customized win-win solutions that meet the needs of investment partners and investors alike. With over a decade of track record, we have designed solutions spanning from diversified LP portfolios over strip sales to complex GP-led continuation vehicles with deferred payment structures.

Private Markets Access

We construct tailored private markets portfolios aligned with clients’ risk-return objectives and sustainability/impact priorities. MCP is differentiated by a disciplined underwriting approach, applied consistently across a broad universe of private markets opportunities. Our curated pipeline provides access to top-tier, access-constrained funds and co-investments. Through our open-architecture platform, clients benefit from differentiated access underpinned by institutional-grade diligence.

MCP website

Schedule

Primary Advisory Roundtable 2026 (by invitation only)

Mandarin Oriental Hotel, Lucerne

Dress code: business casual

Meet at Mandarin Oriental bar and walk to restaurant

MCP AGM Opening Dinner at CAAA

CAAA by Pietro Catalano, Haldenstrasse 19, 6006 Lucerne

Dress code: business casual

Location

Mandarin Oriental Palace, Lucerne

Haldenstrasse 10, 6002 Lucerne, Switzerland
6002 Lucerne

Selected for its heritage, quality, and setting, the AGM venue is an iconic Belle Époque landmark overlooking the Swiss Alps, offering a refined and appropriate environment for shareholder engagement.

Registration for Primary Advisory Roundtable 2026

Disclaimer

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