Montlake Capital Mergers and Acquisitions Summary

Private Equity Profile

In the last 3 years, Montlake Capital has acquired 1 company. It has also invested in 1 other.

Montlake Capital’s most common sectors for investment are healthcare services (17%) and building materials (9%). The Firm’s most common investment types include growth capital (34%) and venture (34%). In total, Montlake Capital has invested in 3 US states. Its largest (disclosed) acquisition occurred in 2009 when it acquired Blue Dog Bakery for $8M.

In the last 3 years, Montlake Capital has exited 1 company. The Firm’s most common exit type is trade sale (67%).

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M&A Summary

  • M&A Total Activity21
    • M&A Buy Activity12
    • M&A Sell Activity9
  • Total Sectors Invested 11
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 11

Montlake Capital LLC

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

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.


Investment Criteria

Sectors of Interest: Aerospace, Business Services, Consumer Products, Consumer Services, Distribution, Education, Financial Services, Food, Healthcare Services, Information Technology, 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 5 50
Target EBITDA 1 10
Investment Size 2 10
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '15 '16 '17 '18 '19 '20 T
Buy (0.4/yr) # 10 - - 1 - 1 12
vol $8M $8M
Sell (0.2/yr) # 8 - - 1 - - 9
  21

Most Recent M&A

Company Date Value Type
Fedelta Home Care 2020-01-29 - Growth Capital
Seattle, Washington · www.fedeltahomecare.com
SmartRG, Inc. 2018-12-06 - Add-on Acquisition
Vancouver, Washington · www.smartrg.com
Fast Water Heater Co. LLC 2018-06-26 - Recapitalization
Bothell, Washington · www.fastwaterheater.com
Wellpartner, Inc. 2015-06-03 - Add-on Acquisition
Portland, Oregon · www.wellpartner.com
Intrepid Learning Solutions, Inc. 2014-11-17 - Add-on Acquisition
Seattle, Washington · www.intrepidls.com
Specified Fittings, Inc. 2014-07-23 - Growth Capital
Stevensville, Montana · www.specifiedfittings.com
PayScale, Inc. 2014-04-24 - Recapitalization
Seattle, Washington · www.payscale.com
Max-Viz, Inc. 2012-07-31 - Trade Sale
Portland, Oregon · www.max-viz.com
ClearAccess, Inc. 2012-05-01 - Add-on Acquisition
Vancouver, Washington · www.clearaccess.com
SOG Specialty Knives & Tools LLC 2011-08-18 - Secondary Buyout
Lynnwood, Washington · www.sogknives.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Healthcare Services 1 (17%) - 2 (17%) -
Food 1 (17%) 8M (100%) 1 (8%) 8M (100%)
Building Materials 1 (17%) - 1 (8%) -
Business Services 1 (17%) - 1 (8%) -
Communications - - 1 (8%) -
Consumer Products - - 1 (8%) -
Financial Services 1 (17%) - 1 (8%) -
Information Technology - - 1 (8%) -
Internet Software and Services - - 1 (8%) -
Manufacturing 1 (17%) - 1 (8%) -
Software - - 1 (8%) -
Total 6 $8M 12 $8M

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 6 (100%) 8M (100%) 12 (100%) 8M (100%)
  Washington 5 (83%) 8M (100%) 9 (75%) 8M (100%)
  Oregon - - 2 (17%) -
  Montana 1 (17%) - 1 (8%) -
Total 6 $8M 12 $8M

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital 3 (50%) - 4 (33%) -
Venture - - 4 (33%) -
Recapitalization 2 (33%) 8M (100%) 2 (17%) 8M (100%)
Buyout (LBO, MBO, MBI) - - 1 (8%) -
Secondary Buyout 1 (17%) - 1 (8%) -
Total 6 $8M 12 $8M

Exits by Deal Type

Type Total # Value
Trade Sale - Public Company 4 (44%) -
Trade Sale 3 (33%) -
IPO 1 (11%) -
Recapitalization 1 (11%) -
Total 9 -

Deal Values

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

M&A Connections

Deals %
Acquired from
PE Firm(s)
100%
1 100%
Exited to
PE Firm(s)
14%
1 14%
Strategic(s)
86%
6 86%

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