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Partner With Us
At Montlake we work with companies directly, through intermediaries and in conjunction with co-investment partners. In each case, we take a creative and flexible approach to structuring transactions that work for all parties. 
Whether you are a company owner, member of the management team, intermediary or capital provider, we welcome hearing from you. Rest assured we will provide fast and candid feedback on any opportunity brought to our attention. 

Learn more about how Montlake works with different types of partners:

At Montlake, we understand the role of a trusted advisor and we deeply value our relationships with the business broker, investment banking and professional service provider communities. Our intermediary and referral network includes many sources, including:

  • Accountants
  • Attorneys
  • Business Brokers
  • Business Owners
  • Commercial Banks 
  • Executives / CEOs
  • Financial Advisors
  • Investment Banks
  • Lenders
  • Private Equity and Venture Capital Firms
  • Valuation Consultants

We appreciate your assistance in introducing our investment approach to business owners and management teams. If you have an opportunity you think would be a fit for Montlake, feel free to contact any member of our team. We will commit to providing you with a quick response and meaningful feedback. We also consider finder’s fee arrangements or referral fees for originally-sourced transactions that we close. 
Business Owners & Management Teams

Montlake partners with business owners who wish to remain active and pursue additional growth, as well as those who seek retirement, liquidity or a gradual transition away from their day-to-day responsibilities.  
We are also an attractive partner for management teams interested in purchasing their company from an existing owner(s), or an experienced executive who has identified a new company to purchase and operate. We listen carefully and craft creative financing options that meet the specific needs and objectives of the company, its management and its shareholders.

As an active investor, we work closely with our management teams to drive growth and build value. With over 200 years of operational and investment experience, Montlake has a unique set of skills and experiences, and provides access to an extensive network of resources and relationships to support its portfolio companies. Depending on the needs of a company, Montlake’s support can consist of the following:

  • Identifying organic growth strategies
  • Evaluating and prioritizing strategic alternatives
  • Building a strong and effective board
  • Recruiting and developing management teams
  • Improving the measurement and reporting of key operating metrics
  • Generating sales leads and making key strategic introductions
  • Implementing industry “best practices”
  • Optimizing capital structures
  • Accessing the debt or equity capital markets for additional financing
  • Sourcing and evaluating acquisitions, partnerships and joint ventures
  • Assisting with and navigating the M&A or IPO processes.
Investment Partners

Montlake has successfully co-invested with dozens of capital providers, including venture and private equity funds, independent equity sponsors, search funds, and other equity and debt investors. We believe in the value of partnership and recognize that our financial partners provide complementary expertise, networks and capital.  

Our investment partner relationships have historically been a strong source of deal flow for our firm. We often share opportunities within our network when we are seeking a partner in a transaction or if the opportunity is not a fit for Montlake.

If you are an investor and have an opportunity that you think would fit within our investment criteria, we would be pleased to look at it with you. If you think we can show you opportunities or you would like to partner with us in the future, please contact us. We look forward to working with you and your firm.