PE/VC  Montlake Capital

http://www.montlakecapital.com





     Office Locations:

2041 Silver Creek Lane
Boise, ID 83706
Phone: 208-863-1027

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Stages:

  • Expansion
  • Growth
  • Middle Market


 

Industries:

  • Business Services
  • Consumer Products & Services
  • Financial Services
  • Information Technology
  • Life Sciences & Healthcare
  • Retail & Restaurant

  •  

    Description:

    Montlake Capital, formerly Buerk Dale Victor, LLC, is a venture capital and private equity investment firm specializing in growth capital and early stage investments. It has approximately $100 million in assets under management. The firm also makes recapitalizations and leveraged buy-out investments. It prefers to invest in business or consumer products and services, health and wellness, retail, growth technology, and financial services industries. The firm invests in companies based in the Pacific Northwest and Rocky Mountains. Montlake primarily invests in growth-stage opportunities, with annualized revenues of $5-$50 million and $1 to $10 million of EBITDA. The firm serves as a proactive board member in its portfolio companies. It typically takes a minority stake in its portfolio companies. Montlake Capital was founded in 1999 and is based in Seattle, Washington with additional offices in Portland, OR, and Bozeman, MT.



    Investment Firm Key

       VC = Venture Capital
       PE = Private Equity
       A = Angel
       I = Incubator
       MB = Merchant Bank
       VD = Venture Debt
       FI = Family Investment Office
       FOF = Fund of Funds
       ED = Economic Development Office   
       TT = Technology Transfer Office
       CVC = Corporate Venture Capital
       SEC = Secondary Purchaser
       HF = Hedge Fund/Mutual Fund
       
       
       
    COMPANY STAGEREVENUE
    Venture Capital
    Seed Stage
    (includes "pre-seed," or
    concept stage)
    No Revenue
    Early StageMinimal
    Revenue
    Growth Stage
    (also called Mid-stage)
    $2M-$7M
    Expansion Stage
    (also called Late-stage)
    $7M and greater
    Private Equity
    Lower Middle Market$10M-$249M
    Middle Market$250M-$499M
    Upper Middle Market$500M-$1B
    Large Cap>$1B
       
       
     

    Investment Team:


    Name   Title
    Get the complete investment team + individual email addresses for investment team partners. Get personal images, LinkedIn links, investment specialties, office locations and more with a National Database subscription.
    Andy Dale Managing Director
    Dale Vogel Managing Director
    Karen Cameron Controller
    Michael Luce Strategic Partner
    Noel de Turenne Principal

     

    Portfolio companies include:


      Blue Dog Bakery
        web link


      Callaway Golf
        web link


      ClearAccess
        web link


      ClearMed
        web link


      Coastal Community Bank
        web link


      Commerce Bank
        web link


      Contour
        web link


      Door to Door Storage
        web link


      escapia.com
        web link


      Fresca Mexican Foods
        web link


      Gymboree
        web link


      i4cp
        web link


      Intrepid Learning Solutions
        web link


      Max-Viz
        web link


      Oak Patch Gifts
        web link


      PayScale
        web link


      Rally Marketing Group
        web link


      Relion
        web link


      Sensaria
        web link


      Shurgard Storage
        web link


      VeriWave
        web link


      Wellpartner
        web link


     

    Recent News:


      There is no recent news for Montlake Capital.