Investment Summary

Cascadian Capital and Montlake Capital Invest In SWS Equipment

On September 23, 2021, private equity firms Cascadian Capital and Montlake Capital invested in manufacturer SWS Equipment

Investment Highlights
  • This is Cascadian Capital’s 1st and Montlake Capital’s 1st transaction in the Manufacturing sector.
  • This is Cascadian Capital’s 2nd and Montlake Capital’s 14th transaction in the United States.
  • This is Cascadian Capital’s 1st and Montlake Capital’s 12th transaction in Washington.

Investment Summary

Date 2021-09-23
Target SWS Equipment
Sector Manufacturing
Investor(s) Cascadian Capital
Montlake Capital
Deal Type Growth Capital
Advisor(s) ACT Capital Advisors (Financial)

Target

SWS Equipment

Spokane Valley, Washington, United States
SWS Equipment provides waste, recycling, sewer, and sweeper equipment, service, parts, and rentals to the greater Northwest region. Over three decades, SWS has grown its product and service offering and expanded its customer base across Washington, Idaho, Montana, and Oregon. SWS Equipment was formed in 1990 and is based in Spokane Valley, Washington.

Search 201,429 Deals Now

SEARCH BY

  • Buyer Type (PE or Strategic)
  • Deal Size ($10M to $10B+)
  • Sector (60 Sectors)
  • Deal Type
  • Geography
  • & More

Try For Free 7-Day Free Trial

Investor(S) 2

DESCRIPTION


DEAL STATS #
Overall 2 of 2
Sector (Manufacturing) 1 of 1
Type (Growth Capital) 1 of 1
State (Washington) 1 of 1
Country (United States) 2 of 2
Year (2021) 1 of 1
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2017-05-01 Falcon

Walnut Creek, California, United States

Falcon is a provider of non-emergency ambulance services in the Bay Area. Falcon was founded in 1998 and is based in Walnut Creek, California.

Buy -
Investor

Montlake Capital

Seattle, Washington, United States

Investor Investor Investor Investor Investor


Category Private Equity Firm
Founded 1999
Size Small
Type Sector Agnostic
DESCRIPTION

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 $20 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.


DEAL STATS #
Overall 14 of 14
Sector (Manufacturing) 1 of 1
Type (Growth Capital) 5 of 5
State (Washington) 12 of 12
Country (United States) 14 of 14
Year (2021) 1 of 1
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2020-01-29 Fedelta Home Care

Seattle, Washington, United States

Fedelta Home Care is a provider of home care and home health care services. Fedelta Home Care was founded in 2004 and is based in Seattle, Washington.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2021-12-20 SOG

Lynnwood, Washington, United States

SOG is a designer, manufacturer, and marketer of knives and tools used by hunters, campers, and outdoor enthusiasts, as well as military and law enforcement personnel. SOG was founded in 1986 and is based in Lynnwood, Washington.

Sell -