Investment Summary |
|
|---|---|
| Date | 2010-10-01 |
| Target | HaloSource |
| Sector | Consumer Products |
| Sellers(s) |
Montlake Capital
Origo Partners |
| Deal Type | IPO |
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| Category | Private Equity Firm |
|---|---|
| Founded | 1999 |
| PE ASSETS | 100M USD |
| Size | Small |
| Type | Sector Agnostic |
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 |
| 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 |
| 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 | - |
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 |
| 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 | - |
| 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 | - |
