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Yellow Point Equity Partners
Yellow Point Equity Partners was co-founded by Brian Begert, a former Raymond James managing director, and Dave Chapman, who previously repositioned...
Yellow Point Equity Partners
Yellow Point Equity Partners was co-founded by Brian Begert, a former Raymond James managing director, and Dave Chapman, who previously repositioned Greenlight Power Technologies from a niche player to a global energy-technology leader before engineering its sale in 2003. The firm operates from Vancouver and concentrates on mid-market businesses across western Canada and the Pacific Northwest US. Its mandate spans buyouts, management buyouts, growth equity, recapitalizations, and succession-driven transitions. The firm deploys capital through a hands-off, board-level partnership model that prioritizes three-to-fifteen-year hold periods — well outside the standard mid-market private-equity window. Yellow Point structures transactions to align with incumbent management, often participating in strategic decisions, major financial moves, and eventual disposition processes. The portfolio reflects a mix of industrial, consumer, and services businesses. Confirmed board representations include Cast Steel Products, Edo Japan, Phillips Brewing, Securiguard, Rextag, Logistec, Remcan, CIMS, and Bravo Target Safety. Geographic focus remains tightly concentrated on Canada and the Pacific Northwest United States. The firm operates with an eight-person team, including a Non-Executive Chairman, Rusty Goepel, whose advisory committee draws on CEOs from some of Canada’s largest companies. Adjacent community engagement surfaces through portfolio companies — the website names charitable initiatives rather than a dedicated foundation — and individual involvement with organizations such as BC Social Venture Partners and the North Shore Community Foundation. In early 2025, Yellow Point hired Jasmin Benias as Director of Finance, adding dedicated tax and financial-reporting capacity from Vancouver’s multi-family-office sector. Yellow Point’s long-hold structure is its genuine differentiator. Where most mid-market private equity firms operate on a five-to-seven-year cycle, Yellow Point’s explicit comfort with a fifteen-year horizon eliminates the rushed-exit dynamic and lets its portfolio companies pursue value creation on business-cycle time. That architecture, combined with a partner group that invests significant personal wealth alongside institutional and high-net-worth backers, ties GP and LP incentives directly to the operating performance of the businesses it acquires.
General information
Firm type
Private Equity
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
Canada
City
Vancouver
Corporate office
Vancouver, Canada
Principals
Brian Begert
Managing Partner
Dave Chapman
Managing Partner
David Phillips
Managing Partner
Brad Hill
Partner
Rusty Goepel
Non-Executive Chairman
Sector focus
Frequently asked questions
Who runs investment decisions at Yellow Point Equity Partners?
The three Managing Partners — Brian Begert, Dave Chapman, and David Phillips — lead deal sourcing, evaluation, and board-level portfolio oversight. Rusty Goepel chairs the investment committee in a Non-Executive Chairman capacity. Brad Hill, a Partner who joined in 2019, also identifies and executes new investments and serves on multiple portfolio company boards.
Does Yellow Point operate more like a traditional private equity fund or a family office?
Yellow Point is structured as a private equity firm, not a family office. It raises external capital and manages pooled funds, though each member of the team invests significant personal wealth directly into those funds. The firm’s extended hold periods and hands-off operational style can resemble certain family-office postures, but its LP base and fund structure align it with institutional private equity.
What is Yellow Point’s typical hold period for a portfolio company?
The firm publicly states a hold-period range of 3 to 15 years, which is notably longer than the standard mid-market private-equity window of roughly 5 years. This flexibility allows Yellow Point to time exits around business milestones and management readiness rather than fund-life pressures.
How does Yellow Point source its deals?
Deal flow appears to originate through the long-standing professional networks of its three founding Managing Partners — particularly Brian Begert and Rusty Goepel’s decades in mid-market Canadian investment banking. The firm does not disclose a proprietary captive-sourcing engine or formal origination program, instead leaning on relationship-driven referrals across western Canada and the Pacific Northwest US.
Which sectors does Yellow Point explicitly avoid?
The firm does not publish a sector-exclusion list, but its stated focus and confirmed board seats tilt heavily toward industrial manufacturing, value-added consumer, and business services. There is no evidence of involvement in pure-play technology startups, life sciences, or regulated financial-services platforms.
What is Yellow Point’s posture on co-investments alongside external GPs?
Yellow Point has not publicly described a co-investment program. The firm operates as a control or significant-minority buyer in mid-market situations, typically leading transactions rather than participating as a passive LP co-investor alongside other sponsors.
Does Yellow Point maintain a philanthropic or foundation structure?
The firm does not list a dedicated foundation or philanthropic vehicle. Individual partners hold volunteer board seats — Dave Chapman with BC Social Venture Partners, David Phillips with the North Shore Community Foundation — and portfolio companies serve local communities, but no central charitable structure is disclosed.
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