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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

Revenue:

$20-$100 million

EBITDA:

$1-$10 million

Geography:

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.

Intermediaries

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