Montlake Capital Mergers and Acquisitions Summary

Private Equity Firm Profile

Montlake Capital’s most common sectors for investment arehealthcare services (16%) and consumer products (16%) . The Firm’s most common investment types include growth capital (39%) and venture (31%). In total, Montlake Capital has invested in 2 US states. Its largest (disclosed) acquisition occurred in 2009 when it acquired Blue Dog Bakery for $8M.

The Firm’s most common exit type is trade sale (59%).

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M&A Summary

  • M&A Total Activity30
    • M&A Buy Activity13
    • M&A Sell Activity17
  • Total Sectors Invested 11
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 16

Montlake Capital

Montlake Capital

1200 Fifth Avenue, Suite 1800,
Seattle, Washington 98101
United States
(206) 956-0898
www.montlakecapital.com
montlake@montlakecapital.com

Montlake Capital is a private equity firm focused on lower middle-market company investments in the Pacific Northwest US. The Firm looks to invest in businesses generating $10 to $100 million in sales and $1 to $10 million of EBITDA. Sectors of interest include business services, consumer products and services, heath and wellness, retail, technology products, and financial services. Prospective transaction situations include growth capital financings, buyouts, recapitalizations, search funds, and shareholder liquidity needs. Montlake Capital was formed in 1999 and is based in Seattle, Washington.


Investment Criteria

Sectors of Interest: Aerospace, Apparel/Textiles, Beverages, Business Services, Communications, Consumer Products, Consumer Services, Digital Media, Distribution, E-Commerce, Education, Financial Services, Food, Healthcare Services, Information Technology, Insurance, Internet Software and Services, Leisure, Life Science, Marketing, Retail, Software, Staffing, Technology Hardware, Test/Measurement Equipment

Target Transaction Types: Buyout (LBO, MBO, MBI), Growth Capital, Recapitalization, Stake Purchase

Geographic Preferences: West US

Transaction Criteria Min Max
Target Revenue 20 100
Target EBITDA 1 10
Investment Size 2 10
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '20 '21 '22 '23 '24 '25 T
Buy (0.2/yr) # 12 1 - - - - 13
vol $8M $8M
Sell (0.2/yr) # 16 1 - - - - 17
  30

Most Recent M&A

Company Date Value Type
SOG Specialty Knives & Tools LLC 2021-12-20 - Add-on Acquisition
Lynnwood, Washington · www.sogknives.com
SWS Equipment, Inc. 2021-09-23 - Growth Capital
Spokane Valley, Washington · www.swsequipment.com
Fedelta Home Care 2020-01-29 - Growth Capital
Seattle, Washington · www.fedeltahomecare.com
Specified Fittings LLC 2019-11-15 - Add-on Acquisition
Bellingham, Washington · www.specifiedfittings.com
SmartRG, Inc. 2018-12-06 - Add-on Acquisition
Vancouver, Washington · www.smartrg.com
Coastal Financial Corporation 2018-07-16 - IPO
Everett, Washington · www.coastalbank.com
Fast Water Heater Co. LLC 2018-06-26 - Recapitalization
Bothell, Washington · www.fastwaterheater.com
JTW Partners LLC 2017-09-01 - Unknown
Portland, Oregon · www.jtwllc.com
Door to Door Storage, Inc. 2017-05-22 - Add-on Acquisition
Kent, Washington · www.doortodoor.com
Oak Patch Gifts LLC 2017-05-17 - Add-on Acquisition
Eugene, Oregon · www.oakpatchgifts.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Consumer Products - - 2 (15%) -
Healthcare Services 1 (33%) - 2 (15%) -
Food - - 1 (8%) 8M (100%)
Building Materials - - 1 (8%) -
Business Services 1 (33%) - 1 (8%) -
Communications - - 1 (8%) -
Financial Services - - 1 (8%) -
Information Technology - - 1 (8%) -
Internet Software and Services - - 1 (8%) -
Manufacturing 1 (33%) - 1 (8%) -
Software - - 1 (8%) -
Total 3 - 13 $8M

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 3 (100%) - 13 (100%) 8M (100%)
  Washington 3 (100%) - 11 (85%) 8M (100%)
  Oregon - - 2 (15%) -
Total 3 - 13 $8M

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital 2 (67%) - 5 (38%) -
Venture - - 4 (31%) -
Recapitalization 1 (33%) - 2 (15%) 8M (100%)
Buyout (LBO, MBO, MBI) - - 1 (8%) -
Secondary Buyout - - 1 (8%) -
Total 3 - 13 $8M

Exits by Deal Type

Type Total # Value
Trade Sale 6 (35%) -
Trade Sale - Public Company 5 (29%) -
Unknown 3 (18%) -
IPO 2 (12%) -
Recapitalization 1 (6%) -
Total 17 -

Deal Values

buy # Total
< $100M 1 $8M
TOTAL $8M
Largest Blue Dog Bakery LLC
$8M (2009-01-01)

M&A Connections

Deals
Acquired from
Investor(s)
8%
1 (8%)
Exited to
Investor(s)
6%
1 (6%)
Strategic(s)
59%
10 (59%)

Investor Summary

Investor Type

Private Equity Firm

Size

Small

Established

1999

Specialist/Generalist

Generalist

Leadership

Andy Dale

Managing Director

Noel de Turenne

Managing Director

Michael Luce

Strategic Partner

Rob Wiltbank

Strategic Partner

Karen Cameron

Controller

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