Jeffrey Montagna Overview
- Firm
- Iron Creek Partn...
- Primary Position
-
Managing Directo...
- Primary Industry
-
Information Technology
- Active Board Seats
-
1
- Med. Deal Size
-
Jeffrey Montagna General Information
Biography
Mr. Jeffrey Montagna serves as Managing Director at Iron Creek Partners. He serves as President and Board Member at Prism Visual Software. He joined Iron Creek's predecessor entity in 2012. Prior to joining Cerca Group, he was with Navidar Group, where he advised technology companies on M&A and financings. Prior to Navidar, he managed a business incubator in Shanghai, China. He received his MBA from IE Business School, with emphases in finance and economics. He also holds a B.S. in Accounting from the University of Southern California.
Contact Information
Address
- 150 Washington Avenue
- Suite 201
- Santa Fe, NM 87501
- United States
Jeffrey Montagna Positions (2)
| Firm name | Firm type | Title | Location | Industry | Since |
|---|---|---|---|---|---|
| Iron Creek Partners | Investor | Managing Director | Santa Fe, NM | PE/Buyout | |
| Prism Visual Software | Company | President & Board Member | Melville, NY | Financial Software |
Jeffrey Montagna Board Seats (1)
| Company | Industry | Ownership Status | Financing Status | Location | Since |
|---|---|---|---|---|---|
| Prism Visual Software | Financial Software | Privately Held (backing) | Private Equity-Backed | Melville, NY |
Jeffrey Montagna Lead Partner on Deals (3)
Jeffrey Montagna has been the lead partner on 3 deals. Their latest deal was with Advantage Route Systems, a business/productivity software company. The deal was made on 16-Apr-2024.
| Company | Deal Date | Deal Type | Deal Size | Deal Status | Industry | Location |
|---|---|---|---|---|---|---|
| Advantage Route Systems | 16-Apr-2024 | Buyout/LBO | Completed | Business/Productivity Software | Turlock, CA | |
| Career Team | 05-Jan-2022 | Completed | Education and Training Services (B2B) | North Haven, CT | ||
| Prism Visual Software | 01-Jun-2019 | Completed | Financial Software | Melville, NY |
Jeffrey Montagna Network (17)
Portfolio Executives (17)
| Name | Company | Role | Deal date | Location |
|---|---|---|---|---|
| Dianne Kroutil | Advantage Route Systems | Co-Founder & Executive | 16-Apr-2024 | Turlock, CA |
| David Kroutil | Advantage Route Systems | Co-Founder, President & Chief Executive Officer | 16-Apr-2024 | Turlock, CA |
| Career Team | Chief Compliance Officer and General Counsel | 05-Jan-2022 | North Haven, CT | |
| Career Team | Founder & Board Member | 05-Jan-2022 | North Haven, CT | |
| Career Team | Chief Officer of National Workforce Solutions | 05-Jan-2022 | North Haven, CT |
Jeffrey Montagna FAQs
-
Who is Jeffrey Montagna?
Mr. Jeffrey Montagna serves as Managing Director at Iron Creek Partners.
-
How much does Jeffrey Montagna typically invest?
Jeffrey Montagna's median deal size is .
-
What is Jeffrey Montagna’s main position?
Jeffrey Montagna’s primary position is Managing Director.
-
What are the contact details for Jeffrey Montagna?
Jeffrey Montagna’s email address is je and his phone number is +1 (213) .
-
How many active board seats does Jeffrey Montagna hold?
Jeffrey Montagna holds a board seat in Prism Visual Software.
Data Transparency
-
Meet our data hygiene team
Discover how our experts ensure you’re getting the most accurate financial data in the industry.
Read blog » -
How PitchBook sources data
Our data operations team has logged over 3.5 million hours researching, organizing, and integrating the information you need most.
Discover our process »
