Montlake Capital

Montlake Capital LLC is a venture capital and private equity investment firm established in 1999 and headquartered in Seattle, Washington, with an additional office in Portland, Oregon. The firm specializes in a range of investment strategies, including growth equity, leveraged buyouts, and management buyouts, focusing on companies in the consumer products and services, business products and services, financial services, technology, health and wellness, and retail sectors. Montlake Capital primarily targets businesses with revenues between $5 million and $50 million and EBITDA of $1 million to $10 million, particularly in the Pacific Northwest and Rocky Mountains. The firm's proactive approach includes serving as a board member in its portfolio companies, typically taking minority stakes to drive growth and value creation. Montlake Capital is recognized for its extensive investing and operational experience, having successfully supported companies through IPOs and mergers and acquisitions.

Craig, Gary

Managing Director

Noel de Turenne

Managing Director

13 past transactions

SWS Equipment

Acquisition in 2021
SWS Equipment is a leading distributor of environmental heavy equipment based in Spokane Valley, Washington. The company specializes in supplying a wide range of equipment for waste management, recycling, sewer systems, and street sweeping. In addition to its extensive product offerings, SWS Equipment provides related mobile, in-house, and truck services, allowing clients to effectively address their street, waste, and sewer requirements.

ClearAccess

Series B in 2009
ClearAccess specializes in advanced broadband customer premises equipment (CPE) management solutions that utilize the TR-069 standard. The company addresses the increasing demand for automatic subscriber activation and remote management of broadband networks for both residential and office settings. By employing its ClearVision Management System, ClearAccess aims to reduce operational expenses and customer churn while enhancing profitability through the provision of new data services. The company’s focus is on delivering efficient solutions that support enhanced WAN/LAN capabilities, ultimately creating new revenue opportunities in the telecom and internet services sectors.

Wellpartner

Series D in 2008
Wellpartner is a nationally recognized provider of pharmacy distribution solutions, catering to health plans, Medicaid programs, and safety net organizations across the United States. The company specializes in managing 340B programs and offers a range of services aimed at enhancing pharmacy care while reducing medication costs. Wellpartner employs innovative strategies, including retail contract pharmacy services, to improve healthcare outcomes. As the largest independent provider of contract pharmacy program services in the country, Wellpartner focuses on ensuring compliance, maximizing claims capture, and optimizing specialty pharmacy access. By enabling healthcare organizations to efficiently utilize limited federal resources, Wellpartner helps reach more eligible patients and delivers more comprehensive services, ultimately leading to lower prescription costs and enhanced pharmacy care.

Max-Viz

Venture Round in 2008
Max-Viz is a specialized manufacturer of Enhanced Vision Systems for the aviation industry, focusing exclusively on the design, development, and production of infrared vision systems for aircraft. The company aims to enhance safety for both civilian and military aviation by providing technology that effectively penetrates fog, haze, smoke, and darkness. With a dedicated team of experienced scientists and engineers, Max-Viz is committed to advancing aviation safety through innovative visual solutions.

Wellpartner

Series C in 2007
Wellpartner is a nationally recognized provider of pharmacy distribution solutions, catering to health plans, Medicaid programs, and safety net organizations across the United States. The company specializes in managing 340B programs and offers a range of services aimed at enhancing pharmacy care while reducing medication costs. Wellpartner employs innovative strategies, including retail contract pharmacy services, to improve healthcare outcomes. As the largest independent provider of contract pharmacy program services in the country, Wellpartner focuses on ensuring compliance, maximizing claims capture, and optimizing specialty pharmacy access. By enabling healthcare organizations to efficiently utilize limited federal resources, Wellpartner helps reach more eligible patients and delivers more comprehensive services, ultimately leading to lower prescription costs and enhanced pharmacy care.

Escapia

Venture Round in 2006
Escapia is a provider of web-based management and marketing solutions tailored for the vacation rental industry in the United States. The company specializes in developing and marketing a browser-based software platform designed for property managers in the rapidly growing vacation rental market. Among its key offerings is EscapiaONE, an integrated business platform that combines marketing tools, vacation rental management software, and website management technologies. Escapia aims to enhance the operational efficiency and online presence of vacation rental managers through its comprehensive suite of solutions.

Intrepid by VitalSource

Private Equity Round in 2006
Intrepid by VitalSource is a developer of a cloud-based corporate learning platform that focuses on delivering impactful training and development solutions. The platform provides a scalable SaaS experience that can accommodate a varying number of users, from small teams to large enterprises. It features integrated social and collaborative tools designed to meet modern corporate learning and development objectives, facilitating effective engagement and meaningful collaboration. Intrepid's technology supports a range of learning approaches, including continuous learning journeys, blended methods, and cohort-driven experiences, allowing organizations to tailor their training to specific business goals such as onboarding, sales enablement, and leadership development. By enabling companies to create, convert, and securely deliver digital content, Intrepid aims to enhance the overall effectiveness of corporate learning and professional development initiatives.

Vanson HaloSource

Series B in 2005
In the spring of 2002, Vanson, Inc. and HaloSource Corp. merged to form Vanson HaloSource, Inc. in order to expand opportunities for product commercialization by capitalizing on manufacturing facilities, distribution channels and intellectual property. Vanson’s cGMP certified manufacturing facility, located in Western Washington accommodates the production of most of Vanson HaloSource's products. The management team and a talented pool of chemists, biochemists and microbiologists are working together to create and expand the Company’s broad spectrum of applications. Today the Company holds dozens of patents and patents pending on a broad range of products that are distributed to the pool and spa, wastewater treatment, and biomedical industries. The Company has a substantial pipeline of proprietary new products in research and development, and a growing number of strategic alliances with prestigious companies to manufacture and market value-added chitin/chitosan-based and antimicrobial products.

Intrepid by VitalSource

Venture Round in 2004
Intrepid by VitalSource is a developer of a cloud-based corporate learning platform that focuses on delivering impactful training and development solutions. The platform provides a scalable SaaS experience that can accommodate a varying number of users, from small teams to large enterprises. It features integrated social and collaborative tools designed to meet modern corporate learning and development objectives, facilitating effective engagement and meaningful collaboration. Intrepid's technology supports a range of learning approaches, including continuous learning journeys, blended methods, and cohort-driven experiences, allowing organizations to tailor their training to specific business goals such as onboarding, sales enablement, and leadership development. By enabling companies to create, convert, and securely deliver digital content, Intrepid aims to enhance the overall effectiveness of corporate learning and professional development initiatives.

Max-Viz

Venture Round in 2002
Max-Viz is a specialized manufacturer of Enhanced Vision Systems for the aviation industry, focusing exclusively on the design, development, and production of infrared vision systems for aircraft. The company aims to enhance safety for both civilian and military aviation by providing technology that effectively penetrates fog, haze, smoke, and darkness. With a dedicated team of experienced scientists and engineers, Max-Viz is committed to advancing aviation safety through innovative visual solutions.
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