Investment Summary

Avante Capital Partners Invests In Vision Financial Group

On June 26, 2025, mezzanine finance firm Avante Capital Partners invested in business services company Vision Financial Group

Investment Highlights
  • This is Avante Capital Partners’ 8th transaction in the Business Services sector.
  • This is Avante Capital Partners’ 50th transaction in the United States.
  • This is Avante Capital Partners’ 3rd transaction in New Jersey.

Investment Summary

Date 2025-06-26
Target Vision Financial Group
Sector Business Services
Investor(s) Avante Capital Partners
Deal Type Growth Capital

Target

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.

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Investor(S) 1

Investor

Avante Capital Partners

Los Angeles, California, United States

Investor Investor Investor Investor Investor


Category Mezzanine Finance Firm
Founded 2009
Size Small
Type Sector Agnostic
DESCRIPTION

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: Business Services M&A 8 of 8
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
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2025-06-26 VFG Advisory

Morganville, New Jersey, United States

VFG Advisory provides a full suite of accounting and taxation services for SMBs, high net worth individuals, family offices, and non-profits. VFG Advisory was founded in 2003 and is based in Morganville, New Jersey.

Buy -
FOLLOWING DEAL
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 -