One firm, two engines.
The bank sees the market; the investment arm builds in it.
Built from a decade of sell-side flow.
Montauk Highway Partners was founded as the principal investment arm and sister company of The Advisory Investment Bank — the #1 lower middle market sell-side investment bank in essential services, ranked by Axial for six consecutive quarters.
The bank has advised on more than 130 transactions in the last two years and over $1B in closed volume. Every one of those processes surfaces the same pattern: durable, cash-generative, founder-owned essential service businesses that deserve a patient owner with a real operating plan — not a spreadsheet buyer.
MHP was created to be that owner. We invest our own balance sheet alongside a curated group of family offices and strategic LPs, partner with proven operators, and build platforms designed to compound for decades — not flip in a fund window.
Four principles, non-negotiable.
Long Hold, Not Flip
We underwrite platforms we intend to own and compound for a decade or more. Every operating decision is made against that horizon, not a five-year fund clock.
Operator-Led
Every platform is led by a proven CEO operator we back with capital, playbooks, and a bench of functional partners — never by a deal partner moonlighting as an operator.
Founder-Friendly Structures
Rollover equity, employment continuity, brand preservation, and time to transition. Founders exit whole — culturally, financially, and reputationally.
No Financial Engineering
Returns are built through revenue growth, margin expansion, and disciplined tuck-ins. Leverage is a tool, not a strategy.
Who Is Behind Montauk Highway
Oliver Bogner
Founder & Managing Partner of The Advisory Investment Bank. 2× Forbes 30 Under 30 · 2× Inc. 5000 CEO · 5× founder-operator.
Brad Moss
Public-company executive with deep sector expertise in waterworks, infrastructure, and distribution at scale (Core & Main · NYSE: CNM).
Brandon Adams
Acquisition diligence, capital structure, and post-close finance integration across platform investments.
Max Gibert
FP&A, reporting cadence, and value-creation tracking across portfolio companies.
Michael Perry
Field operations, service delivery, and workforce systems at scale.
Clemens Bopp
Commercial strategy, pricing architecture, and customer acquisition programs.
Aimee DeHope
Add-on onboarding, systems consolidation, and change management post-close.
Have a business that fits?
We respond to every intermediary and founder inquiry within two business days.