ergePointe Capital's professionals, Investor Network, Executive Network and Strategic Partners have a diverse combination of institutional investing, investment banking, consulting, operating and entrepreneurial experience. Our relationships of successful entrepreneurs and investors in the industries we service allows us to bring proprietary knowledge and opportunity to our portfolio companies.
VergePointe Capital is in the business to co-invest in established private companies alongside middle market private equity firms, institutional investors and successful entrepreneurs. We predominantly invest alongside these sophisticated investors to benefit from their pre-transaction institutional style deal making and due diligence in addition to their post transaction growth efforts. We will also entertain investing in other special opportunities as they arise. Our primary focus is:
- Recapitalizations (minority and majority)
- Buyouts
- Growth Equity
VergePointe Capital typically invests in the following types of companies:
- Consumer Products
- Value Added Manufacturers
- Opportunistic Transactions
VergePointe Capital seeks to invest in operating companies that typically have the following characteristics:
- EBITDA of at least $2,000,000
- A history of profitable operations and margins that meet or exceed industry averages
- A financially motivated and experienced management team with a successful operating record
- A sustainable competitive advantage in market share, cost structure, distribution channels, or product quality
- A clearly articulated vision for the company, including a realistic strategy for achieving its goals
VergePointe Capital is affiliated with VergePointe, a boutique investment banking, wealth management and consulting firm that is dedicated to helping successful entrepreneurs manage their entire net worth. In the right situations, this affiliation provides valuable opportunities and proprietary deal flow to VergePointe Capital.