ocated in Lake Oswego, Oregon, VergePointe provides results oriented investment banking services to the middle market private business owner. We have intentionally remained a boutique firm in order to provide the highest caliber of senior level attention to our clients. We have a strong commitment to client service and we focus our efforts on achieving financial solutions that are based on the goals of our clients.
As with all great Investment Bankers, VergePointe provides:
- Transaction Experience
- Relationships/"Rolodex"
- Industry Expertise
- Sales Skills
- Negotiation Skills
- Transaction "Buffer"
Our unique abilities provide The VergePointe Difference:
- Absolute focus is on the goals of the business owner
- Two senior partners will be directly involved in each transaction
- Detailed upfront homework and marketing preparation
- Highest level of confidentiality is maintained
- Tax expertise is used to increase "net proceeds"
- Financial "content" is used during negotiations