MCP AGM 2026

We are pleased to invite you to MCP’s 2026 Annual General Meeting in Lucerne, taking place at the Mandarin Oriental Palace. We hope you can join us as we gather to celebrate our 15th anniversary.

During the AGM, which will take place on Thursday, October 29, we will share comprehensive updates on our funds’ performance and provide insights into selected investments, underlying funds, and portfolio companies. In addition, we will outline our perspective on the current market environment, highlight emerging opportunities in the secondary market, and discuss the outlook for investor portfolios.

We warmly encourage you to join us in Lucerne for both the formal program and the accompanying social events, including Thursday afternoon activities and our evening dinners on both Wednesday and Thursday. Please confirm your participation for the respective program elements via the registration link provided. Upon registration, we will arrange your accommodation at the Mandarin Oriental Palace, Lucerne.

We very much look forward to welcoming you in Lucerne.

28 October 2026 - 30 October 2026
Mandarin Oriental Palace, Lucerne

About

Founded in 2011, Montana Capital Partners AG (together with its affiliates, “MCP”) is a FINMA-regulated asset manager focused on secondary investments in the European and North American mid-market, with a sweet spot at deal sizes of EUR 40-80m.

MCP manages six funds to date, with total assets under management of USD 5bn. We have completed over 140 transactions and maintain relationships with over 250 fund managers.

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.

MCP website

Schedule

MCP Senior Advisor Lunch (members only)

Mandarin Oriental Palace, Haldenstrasse 10, 6002 Lucerne

Dress code: business casual

FAB Meeting: mcp OSP VI (members only)

Mandarin Oriental Palace, Haldenstrasse 10, 6002 Lucerne

Dress code: business casual

FAB Meeting: mcp OSP V (members only)

Mandarin Oriental Palace, Haldenstrasse 10, 6002 Lucerne

Dress code: business casual

FAB Meeting: mcp OSP IV (members only)

Mandarin Oriental Palace, Haldenstrasse 10, 6002 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

Accommodation and Meeting Venue

Mandarin Oriental Palace, Lucerne

Haldenstrasse 10, 6002 Lucerne, Schweiz
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.

Opening Dinner

CAAA by Pietro Catalano

Haldenstrasse 19, 6006 Lucerne, Schweiz
6006 Lucerne

CAAA by Pietro Catalano in Lucerne is an innovative fine dining concept that merges haute cuisine, avant-garde mixology, and contemporary art into a unique multi-sensory “dineology” experience.
Inspired by transalpine flavors, the restaurant offers seasonal tasting menus crafted from high-quality regional ingredients, combining Swiss and Calabrian influences with modern techniques and creative presentation.

Closing Dinner

SHL Schweizerische Hotelfachschule Lucerne

Adligenswilerstrasse 22, 6006 Lucerne, Schweiz
6006 Lucerne

In addition to its renowned degree programs, SHL Schweizerische Hotelfachschule Lucerne boasts an impressive location with fantastic views, providing an exceptional backdrop for events of all kinds, from conferences and meetings to "dine arounds" and formal dinners. SHL is the perfect venue to round off our AGM with a gala dinner overlooking the stunning scenery.

Lucerne

Registration

Disclaimer

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