Propelling Growth, Building Value

As a trusted financial partner we focus on value creation through strategic, operational and financial support. Our relationships, network and industry sector expertise offer unparalleled value in the Pacific Northwest.

Investment Criteria


$20-$100 million


$1-$10 million


Pacific Northwest

Transaction Type:

  • Growth Equity
  • Management Buyouts
  • Recapitalizations
  • Search Funds
  • Shareholder Liquidity
  • Control or Non-Control
  • Pacific Northwest


Montlake partners with business owners to pursue growth, liquidity and to take the next steps toward development and expansion. 


We help management teams interested in acquiring a business. We craft financing solutions that meet your objectives.

Investment Partners

Montlake invests from our own balance sheet supported principally by our family office partners alongside a range of equity and debt capital providers.


We believe in the value of partnership and recognize that our partners can provide complementary expertise and networks.


We understand the role of a trusted advisor and we value relationships with the professional service provider community. Our referral network includes many relationships.

  • Accountants
  • Attorneys
  • Business Owners
  • Executives / CEOs
  • Family Offices
  • Financial Advisors
  • Investment Banks / Brokers
  • Lenders
  • PE / VC Firms

Meet Our Team

Check Us Out On LinkedIn