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FALL UPDATE
      October 2009
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In This Issue
NEW investment: i4cp
Senator Baucus and Montlake's Montana equity round-up
Top 10 Northwest deals of the third quarter
Northwest states ranked 'best for business'
Portfolio Companies in the News
Seeking new investments

Montlake Invests in i4cp

 
i4cpIn August, Montlake Capital participated in the growth financing of the Institute for Corporate Productivity(i4cp), a Seattle-based business focused on increasing workforce productivity for the world's most successful corporations.
 
i4cp enables workforce productivity through a combination of peer networking, research, tools and technology.  To view sample research reports or project toolkits, click here.
 
The Montlake team has a history of investment in the human capital industry and will be able to leverage expertise, knowledge and a deep network to support the growth of i4cp.  Andy Dale has joined the board of directors. 
 
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Montlake Capital's Montana Equity Round-Up

 
Baucus
In August, Montlake hosted an equity round-up in Bozeman, Montana to bring together investors, entrepreneurs, service providers, friends and associates to discuss entrepreneurship and the regional investment landscape.
 
We were honored to be joined by Senator Max Baucus, chairman of the U.S. Finance Committee.  He shared with us his insights on current health care policy proposals and financial services reform.
 
The program also included:
  • An Alternative Asset Allocation panel, featuring Dave Almodovar of Credit Suisse, Bill Whitlow of D.A. Davidson, and Carroll South of the Montana Board of Investments
To read highlights and view pictures of our Bozeman round-up event, click here.
 
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Top 10 Northwest Deals of the Third Quarter

By: Greg Huang, Xconomy
10/20/09
1. Calypso Medical, WA - $50 million
2. Smith & Tinker, WA - $29 million
3. ClearEdge Power, OR - $15 million
4. PhaseRx, WA $15 million
5. Ensequence, OR - $14.5 million 
 
View the complete list of the top 10 Northwest deals.
 
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Washington ranked No. 2 on Forbes 'best states for business'; No. 1 for growth potential

By: Kurt Badenhausen, Forbes
9/23/09
 
A number of other Northwest states had a strong showing on the list, including Utah (No. 3), Colorado (No. 4), Oregon (No. 10), Idaho (No. 11) and Montana (No. 13).
 
View the complete list of best states for business.
 
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Portfolio Companies in the News

 
Door to Door Storage recently completed the acquisitions of storage operations from Public Storage in San Francisco and Big Box Storage in Denver. This expansion further strengthens the company's position and service offerings in these geographies.
 
 
Global opportunities for HaloSource's point-of-use water purification technology are skyrocketing, and recent U.S. EPA approval will help further expand global partnerships and make the technology available to both developing and developed economies.   Learn More.           
 
 
PayScale released its 2009 College Salary Report, a data set of average salaries collected from graduates of universities and colleges across the U.S.   Where does your college rank?
 
 
 
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Seeking New Investments

Montlake continues to believe that now is a good time to partner with solid growth companies and we are actively seeking new investment opportunities that fit our investment strategy:

 
Revenues:
$2-30 M
 
Sectors
Consumer 
 Business Services
Growth Technology
 
 Geography
Extended Northwest 
 
Uses of Capital
Growth Equity
Expansion Venture Capital
Recapitalizations
Leveraged buyouts
 
 
 
 
Upcoming Events

We hope to see you at these upcoming events:

 
OEN's Venture NW
Oct. 29
Portland, OR
 
 
Oct. 30
Seattle, WA
 
 
Nov. 5
Bellevue, WA
 
 
Nov. 19
Los Angeles, CA
 
 
Feb. 23-25
Beaver Creek, CO 
 
 
 
 
 
Montlake Capital (formerly Buerk Dale Victor) is a leading growth equity firm partnering with rapidly growing private companies across the western U.S.  Montlake invests across multiple sectors including business or consumer products and services, health and wellness, retail and growth technology. With over 200 combined years of operational expertise, the Montlake team is uniquely positioned to help build successful enduring enterprises.