Investment Summary

Exits HaloSource

On October 1, 2010, invested in consumer products company HaloSource from Montlake Capital and Origo Partners

Investment Highlights
  • This is transaction in the Consumer Products sector.
  • This is transaction in the United States.
  • This is transaction in Washington.

Investment Summary

Date 2010-10-01
Target HaloSource
Sector Consumer Products
Sellers(s) Montlake Capital
Origo Partners
Deal Type IPO

Target

HaloSource

Bothell, Washington, United States
website
HaloSource, Inc. is a developer of clean technologies to disinfect and purify the water we drink, play in, clean with and put back into water systems. HaloSource was founded in 1998 and is based in Bothell, Washington.

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Seller(S) 2

SELLER

Montlake Capital

Seattle, Washington, United States

Investor Investor Investor Investor Investor

website


Category Private Equity Firm
Founded 1999
PE ASSETS 100M USD
Size Small
Type Sector Agnostic
DESCRIPTION

Montlake Capital (formerly Buerk Dale Victor) is a private equity firm focused on making growth capital investments. The Firm looks to invest in smaller companies generating $5 to $50 million in sales. Montlake generally targets opportunities in the Pacific Northwest US. Sectors of interest include business services, consumer products and services, heath and wellness, retail, technology products, and financial services. Montlake Capital was formed in 1999 and is based in Seattle, Washington.


DEAL STATS #
Overall 1 of 17
Sector (Consumer Products) 1 of 3
Type (IPO) 1 of 2
State (Washington) 1 of 10
Country (United States) 1 of 17
Year (2010) 1 of 2
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2009-01-01 Blue Dog Bakery

Seattle, Washington, United States

Blue Dog Bakery is a provider of premium all-natural, low-fat dog treats sold through U.S. retail and specialty channels. Blue Dog Bakery was founded in 1998 and is based in Seattle, Washington.

Buy $8M
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2010-10-20 Escapia

Seattle, Washington, United States

Escapia, Inc. is a Web-hosted vacation rental software and consumer facing vacation rental site.

Sell -
DESCRIPTION

Origo Partners is a publicly-traded private equity firm focused on 'growth opportunities created by the urbanization and industrialization of China'. Origo primarily targets profitable, expansion stage companies in the natural resources, agriculture, consumer, and renewable energy/clean-tech sectors. The Firm looks to invest $3 to $20 million over the life-cycle of a company. Origo Partners is based in Beijing.


DEAL STATS #
Overall 1 of 2
Sector (Consumer Products) 1 of 1
Type (IPO) 1 of 1
State (Washington) 1 of 1
Country (United States) 1 of 1
Year (2010) 1 of 1
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2010-01-21 6waves

Hong Kong, China

6waves is an independent publisher of free-to-play social games on Facebook, with over 55 active games played by over 28 million monthly active users (“MAUs”) as of December 2011. The company aims to publish the next generation of social games to cover every genre, language, and platform. 6waves was founded in 2008 and is based in Hong Kong, China.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2011-10-01 The MSE Liquidity Fund

Mongolia

The MSE Liquidity Fund is an open-ended investment fund accessing companies on the Mongolian Stock Exchange (MSE) and high interest savings deposit rates at the leading Mongolian commercial banks. The Fund seeks calculated exposure the Mongolian Tugrik which was the second best performing currency against the USD in 2010 (+13%). The currency is expected to appreciate due to the significant investments into the mining sector in Mongolia. This is the first investment product for international investors to take direct advantage of these opportunities in one combined offering.

Buy -