MONTLAKE CAPITAL
HomeAboutInvestment CriteriaPartner With UsTeamPortfolioCase StudiesNews Contact Us

Investment Criteria
Montlake Capital principally targets private equity investment opportunities with the following characteristics. We also occasionally and selectively consider venture capital opportunities.  If you have an opportunity you would like to share, please contact us


​Financial Services
  • Community banks
  • Insurance
  • Specialty lending
  • Wealth management


Growth Technology
  • Communications 
  • Networking
  • Digital media
  • E-Commerce
  • Hardware
  • IT services
  • Software
Industries:

Business Products & Services
  • Construction
  • Distribution & logistics
  • Healthcare services
  • Human capital  
  • Niche manufacturing
  • Professional services
  • Training & education


Consumer Products & Services
  • Food & beverage
  • Healthy living 
  • Household products
  • Outdoor & active lifestyle
  • Pet products
  • Personal care
  • Sporting goods & leisure
  • Specialty apparel
Revenue:

$5 – 50 million
EBITDA:

$1 - $10 million
Transaction Type:

  • Growth equity  
  • Management buyouts 
  • Recapitalizations
  • Search funds
  • Shareholder liquidity
  • Control or non-control
Geography:

Western United States, with a preference for the Pacific Northwest and Rocky Mountains