Multi-Family Office

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Vertus Ventures

Vertus Group was founded in 2003 with a permanent capital model that acquires software companies across verticals.

Vertus Ventures

Vertus Group was founded in 2003 with a permanent capital model that acquires software companies across verticals. The firm has since built a portfolio of 32 businesses spanning over 1,000 employees in more than 100 countries (per firm website). Wealth origin is not publicly disclosed. The firm targets vertical-market software companies — software tailored to specific industries — and holds them indefinitely. It focuses on founder-led acquisitions, preserving management autonomy while providing global network access, best practices, and strategic coaching. Confirmed portfolio companies include Vizergy, Bookassist, Club Caddie, Leon Industries, Jonas Club & Hospitality (which includes Jonas Club International and Leonardo), and Springer Miller Systems (per firm website and testimonials). Acquisitions span North America, Europe, and the Middle East, with operations in the UK, Ireland, South Africa, Kenya, and beyond. Vertus Group employs over 1,000 people across its portfolio companies. It operates as a multi-family office structure with an explicit no-sell mandate — it has never divested a company (per firm website). Recent activity includes the September 2022 appointment of Alan Threadgold as Group Leader of the Jonas Club & Hospitality Portfolio (per firm testimonial). The firm also supports philanthropic or community initiatives through its portfolio, though specific foundations are not named. The firm’s structural differentiator is its buy-and-hold forever commitment combined with a decentralized, founder-friendly operating model. Unlike private equity funds with finite life spans, Vertus Group offers permanent capital and operational support without exit pressure, creating a distinct alignment with entrepreneurs seeking long-term stewardship.

General information

Firm type

Multi Family Office

Year founded

2003

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Washington

Corporate office

Washington, United States

Principals

Joe Hyman

Founder & CEO, Vizergy

Des O'Mahony

Founder & Chairman, Bookassist

Jim Rowe

VP of Sales & Marketing, Jonas Chorum

Paul Gillard

President, Leonardo

Sean Larsen

Director of Operations, Lean Industries

Alan Threadgold

Group Leader, Jonas Club & Hospitality Portfolio

Jason Pearsall

Co-Founder & CEO, Club Caddie

Sector focus

Enterprise SoftwareVertical Market Software

Frequently asked questions

Who makes investment decisions at Vertus Group?

Vertus Group does not publicly name a single investment committee. Decisions are guided by the firm's founder-led ethos and a team of M&A experts. Principals include Joe Hyman (Founder & CEO of Vizergy), Des O'Mahony (Founder & Chairman of Bookassist), Paul Gillard (President of Leonardo), and Alan Threadgold (Group Leader of the Jonas Club & Hospitality Portfolio) (per firm website).

How does Vertus Group source proprietary deal flow?

Vertus Group sources deals through its network of founders, M&A advisors, and existing portfolio company relationships. The firm emphasizes alignment with owner-operators and corporate carve-outs, leveraging its reputation as a permanent home to attract sellers seeking long-term stewardship (per firm website).

Is Vertus Group structured as a single family office or a multi-family office?

Vertus Group operates as a multi-family office structure, acquiring and holding multiple vertical-market software companies indefinitely. Its buy-and-hold forever model is distinct from traditional family offices that may invest in a mix of asset classes (per firm website).

Does Vertus Group participate in fund commitments or only direct deals?

Vertus Group has not publicly disclosed any fund commitments. Its primary activity is direct acquisitions of software companies, using permanent capital. There is no evidence of them allocating capital to external investment funds (per firm website and public records).

What investment stages does Vertus Group typically target?

Vertus Group focuses on acquiring vertical-market software companies at any stage post-revenue, often with established management teams. It targets founder-owned businesses seeking a permanent home, not early-stage startups. Typical transactions include owner-operator buyouts, M&A advisor-sourced deals, and corporate carve-outs (per firm website).

Which sectors does Vertus Group explicitly avoid?

Vertus Group does not publicly disclose sectors it avoids, but its focus is exclusively on vertical-market software companies. It has not indicated interest in horizontal software, hardware, or non-software businesses (per firm website).

How does Vertus Group relate to the broader Vertus family?

Vertus Group is the operational brand of a permanent capital vehicle that acquires software companies. There is no publicly disclosed parent entity or relation to other Vertus-named firms. The firm's website and testimonials refer only to 'Vertus Group' (per firm website).

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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