AdFi
MP

MPE Partners

SEC Registered

Helping management teams grow and strengthen their businesses is our passion.

Cleveland, OHhttps://mpepartners.com216-416-7500
Assets Under Management
$1B–$5B
Employees
26
Office Locations
2 offices
Total Accounts
11

About the firm

Morgenthaler Private Equity (MPE Partners) focuses on lower middle market leveraged buyouts, recapitalizations, and build-up investments. The firm has a strong track record in working with entrepreneur- and family-owned businesses and corporate divestitures in two sectors: high-value manufacturing and commercial & industrial services.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

Pooled Vehicles

Areas of expertise

Lower Middle MarketLeveraged BuyoutsRecapitalizationsBuild-up InvestmentsHigh-value ManufacturingCommercial & Industrial ServicesPrivate EquityEntrepreneur-owned BusinessesFamily-owned BusinessesCorporate Divestitures

Services

Lower middle market leveraged buyouts, recapitalizations, and build-up investments; partnering with management teams to create long-term shareholder value

Private funds / alternatives
Private Equity

Who they serve

Entrepreneur- and family-owned businesses, corporate divestitures, and industry-leading management teams in the lower middle market

Client segmentClientsAssets managed
Pension/Profit Sharing Plans11$1.4B

Leadership

Peter Gress Taft
MEMBER OF MPE MGT. CO, LLC
Karen Lee Tuleta
MEMBER OF MPE MGT. CO, LLC
Joseph Manuel John Machado
MEMBER OF MPE MGT. CO, LLC
Christine Smoragiewicz
CHIEF FINANCIAL OFFICER & CCO

Office locations

2 offices in 2 states
OH
ClevelandHQ
MA
Boston

Regulatory & compliance

CRD number
#281787
SEC Number
801-110907
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Performance-based

Data as of March 29, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. MPE Partners has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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