Vertex Capital delivers institutional-grade advisory across M&A, private equity, and wealth management. We serve entrepreneurs, family offices, and mid-market enterprises navigating growth, transitions, and generational wealth transfer.
Three decades of cross-border transaction experience. Deep sector expertise. Relationships that deliver.
Buy-side and sell-side advisory for mid-market transactions ($50M–$2B). We manage the entire lifecycle — from target identification and valuation to negotiation, due diligence, and post-merger integration.
Direct co-investment opportunities alongside institutional LPs. Our PE practice focuses on growth equity in technology, healthcare, and sustainable infrastructure — sectors with structural tailwinds.
Holistic wealth strategy for UHNWIs and family offices. Tax-optimized portfolio construction, estate planning, philanthropic structuring, and next-generation education — all under fiduciary duty.
Every engagement follows a rigorous, time-tested framework refined across 340+ transactions and three economic cycles.
Deep-dive into your financial architecture, strategic objectives, and competitive landscape. We identify asymmetries others miss.
We design a bespoke capital strategy — whether it's an acquisition thesis, exit roadmap, or wealth preservation structure.
Our deal team manages every detail — modeling, diligence, regulatory compliance, and term sheet negotiation. We protect your downside.
We stay engaged after closing to ensure value realization. 100-day plans, synergy tracking, and board-level support.
Former operators, investment bankers, and institutional allocators — our partners have spent decades on both sides of the table.
Former Goldman Sachs MD. 22 years in cross-border M&A. Led $8B+ in completed transactions across LATAM and North America.
Former KKR principal. Specialist in growth equity for technology and healthcare. Board member of 6 portfolio companies.
15 years at Bridgewater Associates. Macro strategist specializing in multi-asset allocation and tail-risk hedging for UHNW families.
Every relationship begins with a private consultation. No obligation. No pitchbook. Just an honest assessment of where we can — or cannot — add value.