Investment Summary |
|
|---|---|
| Date | 2025-06-26 |
| Target | VFG Advisory |
| Sector | Financial Services |
| Investor(s) | Avante Capital Partners |
| Deal Type | Growth Capital |
SEARCH BY
| Category | Mezzanine Finance Firm |
|---|---|
| Founded | 2009 |
| Size | Small |
| Type | Sector Agnostic |
Avante Mezzanine Partners is a provider of junior capital to lower middle-market companies generating at least $3 million in cash flow. The Firm looks to invest $5 to $20 million per transaction and generally works with private equity and independent sponsors in buyout transactions, as well as with entrepreneurs and owners to finance recapitalizations, refinancings, acquisitions and growth. Avante Mezzanine was formed in 2009 and has offices in Los Angeles and Boston.
| DEAL STATS | # |
|---|---|
| Overall | 50 of 50 |
| Sector: Financial Services M&A | 1 of 1 |
| Type: Growth Capital M&A Deals | 18 of 18 |
| State: New Jersey M&A | 3 of 3 |
| Country: United States M&A | 50 of 50 |
| Year: 2025 M&A | 2 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2025-06-26 |
Vision Financial Group
Morganville, New Jersey, United States Vision Financial Group delivers comprehensive accounting and taxation services to over 1,500 clients, including SMBs, high net worth individuals, family offices, non-profits, and individuals. Vision Financial Group was founded in 2003 and is based in Morganville, New Jersey. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2025-09-29 |
SSI Strategy
Parsippany, New Jersey, United States SSI Strategy is a boutique management-consulting firm that has designed a unique model to support scientific functions within Life Science companies. SSI Strategy is based in Parsippany, New Jersey. |
Sell | - |
