# VergePointe Capital

VergePointe Capital is a Multi Family Office based in Lake Oswego, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Lake Oswego, United States
- **Region:** North America
- **Address:** Lake Oswego, OR, United States
- **Founded:** 1989
- **Assets under management:** 260 (Altss estimate)
- **Website:** vergepointe.com
- **LinkedIn:** https://www.linkedin.com/company/vergepointe-capital-llc

## About

VergePointe Capital was founded in 1989 by Craig J. Olson, Scott J. Roberts, and Matthew D. Vance. The firm originated from the principals' entrepreneurial activities and now serves other business owners through integrated family-office, private-equity, and real-estate services. The firm deploys capital across private equity, real estate, and direct co-investments. It structures buyouts, recapitalizations, and growth equity in lower-middle-market companies and develops residential land projects in the Portland metropolitan area. Confirmed positions include Impact Electronic Solutions, completed with PNC Mezzanine Capital. Geographic focus remains North America, centered on Oregon and Southwest Washington. The firm maintains three managing directors and a professional staff in Lake Oswego. It operates VergePointe Wealth Management alongside the capital vehicle and supports the VergePointe Foundation. No material operational events have been recorded in the last 24 months. A structural differentiator is the principals' dual role as both wealth advisors and active operators who have completed their own buyouts and real-estate projects, allowing direct sourcing and governance of lower-middle-market opportunities without reliance on external fund commitments.

## Sectors

- Private Equity
- Real Estate
- PropTech
- Healthcare Services
- Mobility & Transportation

## People

- Craig J. Olson — Managing Director
- Scott J. Roberts — Managing Director
- Matthew D. Vance — Managing Director and Chief Investment Officer

## Questions

### Who runs investment decisions at VergePointe Capital?

Craig J. Olson, Scott J. Roberts, and Matthew D. Vance serve as managing directors and make investment decisions. Matthew D. Vance holds the additional title of Chief Investment Officer.

### Does VergePointe Capital participate in fund commitments or only direct deals?

The firm executes direct private-equity transactions and real-estate projects. It has completed co-investments such as the acquisition of Impact Electronic Solutions alongside PNC Mezzanine Capital.

### What investment stages does VergePointe Capital typically target?

The firm targets buyouts, growth equity, and recapitalizations in lower-middle-market companies.

### How does VergePointe Capital source proprietary deal flow?

Sourcing occurs through the principals' operating networks in Oregon and Southwest Washington and through board relationships such as Matthew D. Vance's seats at William Henry and Allstar Magnetics.

### Does VergePointe Capital maintain philanthropic structures?

The firm operates the VergePointe Foundation as a separate philanthropic vehicle.

### Is VergePointe Capital structured as a single family office or does it operate more like a venture firm?

It operates as a multi-family office that also makes direct private-equity and real-estate investments for multiple client families.

## Related profiles

- [Galliott Capital Advisors](https://altss.com/profile/galliott-capital-advisors)
- [10 East](https://altss.com/profile/10-east)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/vergepointe-capital

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