VergePointe Capital, LLC is formed to co-invest in established private companies
The Partners of VergePointe, a boutique investment banking, wealth management, private advisory and tax services firm, are excited to announce the formation of VergePointe Capital, LLC. The founders are Scott Roberts, Matthew Vance, Craig Olson and Brad Parrott.
VergePointe Capital is in business to co-invest in established private companies alongside middle market private equity firms, institutional investors, successful entrepreneurs and their management teams. VergePointe Capital's efforts focus primarily on buyouts, recapitalizations and growth equity transactions.
"Our network of investors, executives and strategic relationships give us a unique combination of institutional investing, operating and entrepreneurial experience," said Scott Roberts, one of the managing directors of the firm. "These relationships with successful entrepreneurs and investors allow us to bring proprietary knowledge and opportunity to our portfolio companies."
"While every transaction might not be appropriate for this type of co-investment, in the right situations, our founders' affiliation with VergePointe will provide valuable opportunities and proprietary deal flow to VergePointe Capital," added Mr. Roberts.
"VergePointe Capital is a unique opportunity for our successful entrepreneurs and high net worth individuals to co-invest with established private companies on a deal by deal basis," said Matthew Vance, the founder that leads the wealth management function for VergePointe. "This will help to satisfy their entrepreneurial spirit, use their talents, and provide an opportunity to potentially grow their capital."
About VergePointe, LLP
VergePointe, LLP is a boutique investment banking, wealth management, private advisory and tax services firm that is dedicated to helping successful entrepreneurs manage their entire net worth. The Partners include Brad Parrott, Craig Olson, Scott Roberts and Matthew Vance. Since 1986, they have been serving their clients as Private Advisors by providing confidential advice that is unique to their clients' perspective and based on their clients’ goal set. They have specialized expertise in complex financial areas that are inherently present with many entrepreneurs, real estate investors and wealthy families.Certain Members of VergePointe Capital offer investment advisory services through VergePointe Wealth Management, LLC (an SEC registered investment advisor).