MONTLAKE CAPITAL
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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



Revenue:

$5 – 50 million


EBITDA:

$1 - $10 million


Transaction Type:

  • Growth equity  
  • Management buyouts 
  • Recapitalizations
  • Shareholder liquidity
  • Control or non-control


Geography:

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







Industries:

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

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

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

Growth Technology:
  • Communications & networking
  • Digital media
  • E-Commerce
  • Hardware
  • IT services
  • Software