LifeBalance Program

Peregrine Private Capital Corporation, based in Lake Oswego, OR, is a financial services firm specializing in alternative investments. Led by Robert S. Smith, a licensed Representative with Emerson Equity LLC, the company has placed over $1 billion of investor equity in Delaware Statutory Trust (DST) properties. With a focus on shared decision-making and transparent investing, Peregrine Private Capital prides itself on providing realistic and pragmatic investment portfolios based on long-term goals and common sense. With a strong discipline and work ethic derived from his competitive running career, Smith ensures that strong, solid investment decisions are made on behalf of clients. Peregrine Private Capital offers services such as 1031 Exchanges, securitized real estate products, and DST investments. As a member of the Alternative Direct Investment Securities Association (ADISA) and the National Ethics Bureau, the company is committed to providing reliable and trustworthy investment opportunities to its clients.Generated from the website

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