We Are an Investment Banking Leader in Valuation, M&A, and ESOP Advising
Who We Serve
Our clients are growing, closely-held, profitable businesses that have generally grown beyond the initial founder and are ready for the transition to the next generation, or they are looking at possible exit strategies such as a third-party M&A transaction or an ESOP.
As an investment banking firm, we work with our client's trusted advisors such as attorneys, CPAs, bankers, and wealth advisors to help them reach their desired outcomes that extend far beyond just dollars and cents.
Who We Are
We’re driven by our core mission to be a highly-respected, ethically-guided, full-service investment banking and financial consulting firm that is focused on working with owners throughout the lifecycle of their business and helping them reach their dreams and preserving their legacy.
No matter your business goals, we have the experience and expertise to help you make the most of your business investment, evaluate potential transition alternatives, and take advantage of value creation opportunities.
TAMPA, FL – October 05, 2021 – Vision Point Capital (“VPC”), an investment banking leader in business valuation, M&A, and ESOP advising, today announced that it acted as exclusive financial advisor to the ESOP trustee representing Food Authority in the completion of their Employee Stock Ownership Plan (ESOP). Terms of the transaction were not disclosed. […]Read More
Vision Point Capital today announced that Chris Gomes has joined the firm as Director of Mergers and Acquisitions. In this key leadership role, Mr. Gomes will lead the firm’s M&A practice with a focus on helping sell-side executives and buy-side investors achieve their financial and strategic objectives. He will report directly to Vision Point Capital’s […]Read More
Vision Point Capital is pleased to announce that Matt Stein has joined the firm as Head of Marketing. In this newly create role, Mr. Stein will lead Vision Point Capital’s brand development, go-to-market strategy, omni-channel marketing campaigns, events, public relations, client experience, and partner experience initiatives. He will report to Will Rodriguez, Vision Point Capital’s […]Read More
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