Montlake Capital

Overview

Montlake Capital, formerly known as Buerk Dale Victor, LLC, is a venture capital and private equity firm specializing in growth capital and early-stage investments. The firm manages approximately $100 million in assets and focuses on companies with annual revenues between $2 million and $20 million. Montlake Capital primarily invests in business or consumer products and services, health and wellness, retail, growth technology, and financial services industries. The firm operates in the Pacific Northwest and Rocky Mountains regions. Montlake Capital's investment strategy centers on partnering with emerging growth companies to create superior returns for investors. The firm seeks to invest in companies with annualized revenues of $20 million to $100 million and EBITDA ranging from $1 million to $10 million. By leveraging its investment and operational expertise, Montlake Capital aims to help entrepreneurs build successful, enduring businesses. The firm's portfolio includes investments in various sectors, such as business services, consumer products and services, financial services, information technology, life sciences and healthcare, and retail and restaurant industries. Montlake Capital's team is dedicated to building long-term value for investors and entrepreneurs through hands-on involvement with portfolio companies, drawing on over 150 years of combined investment and operational experience.

Investment Focus

• Companies with annual revenues between $2 million and $20 million
• Companies with annualized revenues of $20 million to $100 million and EBITDA of $1 million to $10 million

Portfolio Companies