| Montana Global Health Inc. | Columbia Falls, MT | Pharmaceutical Preparation Manufacturing | Expansion | Sep 30, 2026 | $3.9M |
| Your Turn Town Stop | Bigfork, MT | Gasoline Stations with Convenience Stores | Acquisition | Sep 30, 2026 | $3.2M |
| KBMM, Inc. | Helena, MT | Hardware Retailers | Expansion | Sep 29, 2026 | $1.2M |
| S&J Medical Group PLLC | Missoula, MT | Offices of Other Holding Companies | Acquisition | Sep 28, 2026 | $2.3M |
| Xtreme Restoration and Carpet Cleaning | Kalispell, MT | Carpet and Upholstery Cleaning Services | Acquisition | Sep 11, 2026 | $3.3M |
| Bull Mountain Operations LLC | Roundup, MT | Veterinary Services | Acquisition | Jul 31, 2026 | $875K |
| Lawn & Order LLC | Manhattan, MT | Landscaping Services | Acquisition | Jun 18, 2026 | $1.8M |
| North Peak Cabinets LLC | Pinesdale, MT | Wood Kitchen Cabinet and Countertop Manufacturing | Acquisition | Jun 18, 2026 | $1.1M |
| Great Northern Mechanical, LLC | Kalispell, MT | Plumbing, Heating, and Air-Conditioning Contractors | Acquisition | Jun 17, 2026 | $1.3M |
| Capital Sports | Helena, MT | Sporting Goods Retailers | Acquisition | Jun 12, 2026 | $2.2M |
| Summit Mechanical LLC | Libby, MT | Plumbing, Heating, and Air-Conditioning Contractors | Acquisition | Jun 12, 2026 | $2.1M |
| Right Heart Assisted Living | Billings, MT | Assisted Living Facilities for the Elderly | Expansion | May 28, 2026 | $1.4M |
| Four Little Treasures, LLC | Bozeman, MT | Snack and Nonalcoholic Beverage Bars | Acquisition | May 19, 2026 | $923K |
| Sun River Health and Rehab Holdings LLC | Great Falls, MT | Nursing Care Facilities (Skilled Nursing Facilities) | Expansion | May 12, 2026 | $2.3M |
| Nbbs LLC | Gallatin Gateway, MT | Other Personal and Household Goods Repair and Maintenance | Acquisition | Apr 27, 2026 | $715K |
| Decanus Holdings LLC | Bozeman, MT | Other Services to Buildings and Dwellings | Acquisition | Apr 21, 2026 | $837K |
| MSC Exteriors LLC | Helena, MT | Siding Contractors | Acquisition | Apr 14, 2026 | $835K |
| Envision Aesthetics and Wellness Group LLC | Kalispell, MT | Beauty Salons | Acquisition | Feb 27, 2026 | $968K |
| Evolution Ava LLC | Belgrade, MT | Other Building Finishing Contractors | Expansion | Jan 27, 2026 | $1.5M |
| Heights Ace Hardware | Billings, MT | Hardware Retailers | Acquisition | Jan 27, 2026 | $3.3M |
| Cannon Law Group, LLC | Columbia Falls, MT | Offices of Lawyers | Acquisition | Jan 27, 2026 | $704K |
| Cold Stone Creamery Billings | Billings, MT | Snack and Nonalcoholic Beverage Bars | Acquisition | Jan 16, 2026 | $605K |
| Radhe Inc | Miles City, MT | Hotels (except Casino Hotels) and Motels | Acquisition | Jan 13, 2026 | $2.4M |
| Prosperity Launch, LLC | Helena, MT | Professional and Management Development Training | Acquisition | Jan 9, 2026 | $4.8M |
| Bowers Market MT LLC | Corvallis, MT | Gasoline Stations with Convenience Stores | Acquisition | Dec 29, 2025 | $1.9M |
| Smith and Chandler | West Yellowstone, MT | Gift, Novelty, and Souvenir Retailers | Expansion | Dec 22, 2025 | $1.2M |
| Rocky Mountain Wash, LLC, A Limited Liability Company | Belgrade, MT | Car Washes | Expansion | Dec 1, 2025 | $2.1M |
| TH Ventures, LLC | Helena, MT | General Automotive Repair | Acquisition | Nov 24, 2025 | $916K |
| Granite Point LLC | Bozeman, MT | Other Building Material Dealers | Acquisition | Nov 19, 2025 | $4.9M |
| DP Logistics Corporation | Billings, MT | General Freight Trucking, Local | Acquisition | Nov 19, 2025 | $3.1M |
| Cook Fish LLC | Columbia Falls, MT | Fish and Seafood Retailers | Acquisition | Sep 23, 2025 | $1.2M |
| Wellspring Health and Aesthetics, PLLC | Missoula, MT | Offices of Other Holding Companies | Expansion | Sep 17, 2025 | $1.2M |
| White Sulphur Springs Ace Hardware | White Sulphur Springs, MT | Hardware Retailers | Expansion | Jul 11, 2025 | $2.5M |
| Ace Excavating Inc. | Polson, MT | Water and Sewer Line and Related Structures Construction | Acquisition | Jul 9, 2025 | $1.8M |
| Aerotronics, Inc. | Billings, MT | Other Support Activities for Air Transportation | Expansion | Jul 7, 2025 | $1.8M |
| Benchmark Windows & Doors | Billings, MT | Other Building Material Dealers | Expansion | Jun 26, 2025 | $1.0M |
| Fairbridge Inn Billings | Billings, MT | Hotels (except Casino Hotels) and Motels | Acquisition | Jun 26, 2025 | $2.1M |
| Mission Country Market, LLC | Saint Ignatius, MT | Supermarkets and Other Grocery Retailers (except Convenience Retailers) | Acquisition | May 27, 2025 | $920K |
| Fresh Tracks Pet Shoppe LLC | Bigfork, MT | Pet and Pet Supplies Retailers | Acquisition | May 27, 2025 | $500K |
| Confluence Community Management LLC | Big Sky, MT | Residential Property Managers | Acquisition | May 22, 2025 | $1.1M |
| Rocky Mountain Wash | Belgrade, MT | Car Washes | Expansion | May 20, 2025 | $1.2M |
| Homegrown Dental LLC | Great Falls, MT | Offices of Dentists | Expansion | May 8, 2025 | $1.1M |
| Romanarch Inc. | Hamilton, MT | Meat Processed from Carcasses | Acquisition | Apr 28, 2025 | $5.0M |
| Caring Hands Veterinary Hospital | Billings, MT | Veterinary Services | Expansion | Apr 7, 2025 | $1.8M |
| Quark, LLC | Kalispell, MT | Plumbing, Heating, and Air-Conditioning Contractors | Acquisition | Mar 26, 2025 | $1.3M |
| Sundowner Inn Forsyth | Forsyth, MT | Hotels (except Casino Hotels) and Motels | Acquisition | Mar 25, 2025 | $940K |
| Best Western War Bonnet Inn | Miles City, MT | Hotels (except Casino Hotels) and Motels | Acquisition | Feb 20, 2025 | $1.8M |
| Sapphire Garland Investments, LLC | Butte, MT | Hotels (except Casino Hotels) and Motels | Expansion | Jan 7, 2025 | $2.3M |
| Clarity Management Partners LLC | Bozeman, MT | Offices of Mental Health Practitioners (except Physicians) | Acquisition | Dec 23, 2024 | $3.1M |
| Bozeman Liquid Provisions LLC | Bozeman, MT | Beer, Wine, and Liquor Retailers | Acquisition | Dec 17, 2024 | $5.0M |
| 1st Ave Great Falls MT LLC | Great Falls, MT | Gasoline Stations with Convenience Stores | Acquisition | Dec 9, 2024 | $704K |
| Central Ave Great Falls LLC | Great Falls, MT | Gasoline Stations with Convenience Stores | Acquisition | Dec 9, 2024 | $686K |
| Fairview MT LLC | Fairview, MT | Gasoline Stations with Convenience Stores | Acquisition | Dec 9, 2024 | $668K |
| Motel 6 Kalispell | Kalispell, MT | Hotels (except Casino Hotels) and Motels | Expansion | Nov 26, 2024 | $1.5M |
| Rocky Mountain Windows & Doors LLC | Billings, MT | Wood Window and Door Manufacturing | Acquisition | Nov 15, 2024 | $675K |
| Bozeman Site Services, LLC | Belgrade, MT | All Other Specialty Trade Contractors | Acquisition | Oct 22, 2024 | $1.4M |
| DP Logistics Corporation | Billings, MT | General Freight Trucking, Local | Acquisition | Oct 22, 2024 | $670K |
| Sidney MT LLC | Sidney, MT | Gasoline Stations with Convenience Stores | Acquisition | Oct 17, 2024 | $686K |
| Glendive MT LLC | Glendive, MT | Gasoline Stations with Convenience Stores | Acquisition | Oct 17, 2024 | $686K |
| College Bozeman MT LLC | Bozeman, MT | Gasoline Stations with Convenience Stores | Acquisition | Oct 17, 2024 | $676K |
| TKGB Montana, LLC | Helena, MT | Motorcycle, ATV, and All Other Motor Vehicle Dealers | Acquisition | Sep 12, 2024 | $1.8M |
| Artaxerxes Capital, LLC | Bozeman, MT | All Other Professional, Scientific, and Technical Services | Acquisition | Jul 16, 2024 | $1.3M |
| Pinnacle Pet Care, Inc. | Billings, MT | Veterinary Services | Expansion | Jul 9, 2024 | $1.6M |
| Great Falls Investments MT LLC | Great Falls, MT | Gasoline Stations with Convenience Stores | Acquisition | Jun 20, 2024 | $2.0M |
| Journey Rentacar, LLC | Belgrade, MT | Passenger Car Rental | Acquisition | Jun 17, 2024 | $907K |
| Timber Ridge BEC, LLC | Kalispell, MT | Roofing Contractors | Acquisition | Jun 13, 2024 | $2.9M |
| Great Falls Ventures LLC | Great Falls, MT | Gasoline Stations with Convenience Stores | Acquisition | Jun 5, 2024 | $1.7M |
| Billings Hotel and Convention Center | Billings, MT | Hotels (except Casino Hotels) and Motels | Expansion | Apr 26, 2024 | $2.0M |
| Tri-County Mechanical & Electrical LLC | Helena, MT | Plumbing, Heating, and Air-Conditioning Contractors | Acquisition | Apr 11, 2024 | $4.8M |
| Bangtail Bicycles, Inc. | Bozeman, MT | Sporting Goods Retailers | Acquisition | Mar 26, 2024 | $1.5M |
| Lfi LLC | Belgrade, MT | Other Building Finishing Contractors | Acquisition | Mar 8, 2024 | $909K |
| Brandon E. Curtiss & Megan J. Curtiss | Circle, MT | Motor Vehicle Supplies and New Parts Merchant Wholesalers | Expansion | Feb 14, 2024 | $1.1M |
| Platinum Dirt Works, LLC | Helena, MT | Site Preparation Contractors | Acquisition | Jan 24, 2024 | $648K |
| Viewpoint Consulting LLC | Helena, MT | Other Management Consulting Services | Acquisition | Jan 9, 2024 | $956K |
| Taylor Heating and Cooling | Kalispell, MT | Plumbing, Heating, and Air-Conditioning Contractors | Acquisition | Dec 13, 2023 | $990K |
| S & T Homesteader Property Management LLC | Edgar, MT | Full-Service Restaurants | Acquisition | Nov 16, 2023 | $1.5M |
| Waypoint Wealth Management | Bozeman, MT | Miscellaneous Financial Investment Activities | Expansion | Oct 10, 2023 | $1.1M |
| Dirty Treasures, LLC | Missoula, MT | Septic Tank and Related Services | Acquisition | Oct 5, 2023 | $630K |