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Greetings!
Summer is here and Montlake Capital is busy supporting the growth strategies of our portfolio companies and actively seeking new investment opportunities. We'd welcome and appreciate any referrals you may have for new investments or acquisitions.
We view today's challenging climate as an investment opportunity and are looking to become a part of the growth story for a few great Northwest companies.
Please read about our most recent investments and activities, and contact us anytime.
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Montlake Capital Investment Strategy |
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Minority and control investments -
· Growth equity
· Expansion venture capital
· Recapitalizations
· Leveraged buyouts
Stage:
· Annual revenues of $2 - 30 million
· Annual growth rate exceeding 20%
Investment Expertise:
· Consumer - Food, finance, gift, skincare, storage, travel, wellness
· Business - Training, healthcare, marketing
· Growth Tech - Internet, software, broadband, wireless, aerospace, cleantech
Geography:
· Extended Northwest (WA, OR, ID, MT, WY, CO, UT)
Recent Investments:
· Blue Dog Bakery
· Veriwave
· Wellpartner, Inc.
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Montlake Leads a $7.5 Million Growth Recapitalization for Blue Dog Bakery |
Blue Dog Bakery is a Seattle-based provider of premium all-natural, low-fat dog treats. Founded in 1998, Blue Dog is a category leader distributed through top retailers such as PetSmart, Safeway, Wal-Mart and many others.
Montlake partnered with search fund entrepreneur, Kyle Polanski, to lead the recapitalization of the company. Blue Dog's founders achieved partial liquidity while maintaining a significant ownership stake and active role in the business. Polanski has since joined the company as CEO.
Montlake's Dale Vogel and Todd Marker bring over 30 years of combined investment and operational experience in the branded consumer products industry and have joined Blue Dog's board of directors.
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| The Catalyst: How YOU Can Become an Extraordinary Growth Leader |
 Montlake Partner, Rob Wiltbank, recently released the co-authored book The Catalyst: How YOU Can Become an Extraordinary Growth Leader, which explores how you can create, lead and sustain organic growth in your organization, even in today's turbulent and uncertain marketplace.
The Catalyst represents the culmination of a three-year study of how operating managers achieve extraordinary growth and provides a practical framework with which to understand not only who the growth leaders are - how they think and behave - but also the strategies and techniques they employ to drive growth from the inside out.
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About Montlake Capital |
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Montlake Capital is a leading growth equity firm partnering with rapidly growing private companies across the western US. Montlake invests across multiple sectors including business or consumer products and services, health and wellness, retail, growth technology and financial services. With over 200 combined years of investment and operational expertise, the Montlake team is uniquely positioned to help build successful, enduring enterprises.
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| Featured Article |
| "Five States That Will Lead US Out of Recession"
BY: Cindy Perman
CNBC.com - 6/3/09
If you're not prepared to go to Australia to ride out the recovery, great news! A new report shows the five U.S. states poised to lead the nation out of recession. You might want to get out your hiking boots and trail mix because most of the states are out in the northwest: Colorado, Idaho, Oregon, Texas and Washington. Read More |
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