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Office Locations:
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1200 5th Ave, Suite 1800
Seattle, WA 98101
Phone: 206-956-0898
Fax: 206-956-0863
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- Expansion
- Growth
- Middle Market
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Business Services
Consumer Products & Services
Financial Services
Information Technology
Life Sciences & Healthcare
Retail & Restaurant
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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. The Montlake team has helped build successful companies with combined market value of over $10 billion, and have realized investment returns through IPO and M&A transactions.
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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
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| COMPANY STAGE | REVENUE |
| Venture Capital | |
Seed Stage
(includes "pre-seed," or
concept stage) | No Revenue |
| Early Stage | Minimal
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 |
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