Jack O'Connor - Ubs Financial Services

VergePointe Capital is a private equity firm based in Lake Oswego, Oregon, specializing in investing in established private companies. They partner with successful entrepreneurs and management teams, focusing on buyouts, family successions, recapitalizations, and growth equity transactions in various industries, including consumer products and value-added manufacturing and distribution. With a commitment to extending the legacy of the businesses they invest in, VergePointe Capital identifies areas of excellence within the companies and works with the management team to maximize their success. They offer flexible capital, serving as minority or majority stakeholders, and provide mezzanine debt solutions when necessary. Their extensive network of successful entrepreneurs and investors allows them to bring proprietary knowledge and opportunities to their portfolio companies, while their Executive Network taps into the expertise of experienced executives to drive growth.Generated from the website

UBS Financial Services in Lake Oswego, OR, is a leading financial institution specializing in comprehensive wealth management, asset management, and investment banking services. The firm offers tailored advice and investment solutions for distinguished investors, families, and corporate clients, leveraging insights to help navigate complex financial landscapes. Committed to creating superior value for clients and shareholders, UBS emphasizes expertise, execution, and contributing to societal well-being. The firm also focuses on cybersecurity measures to protect client data and prevent fraudulent activity, ensuring a safe environment for financial transactions. Generated from the website