About Us

For more than 13 years Vertex Equity has existed to help reduce the cost of doing deals in the middle market - plain and simple. As a founding team of former private equity and investment banking professionals, we have worked in your shoes, and felt the same pain you may feel due to significant inefficiencies in this market.

While other firms have come and gone over the years, we remain the first mover in the space, dedicated to setting the standard that others follow.

Our Core Values

Our desire to support the private equity community is seated in the following core values that govern our company culture, decision making and service offering:

We Do Whatever It Takes

Hard work defines our day to day. We have reached more targets, helped more buyers, created more functional solutions for middle market buyers than almost anyone else serving the middle market.

We Are Data Driven Decision Makers

Working at scale has allowed us to amass a significant amount of data and test many strategies. Quality data informs our entire service mode from start to finish.

Client Success is Our Success

We make money by saving our client’s money. Our longevity and consistent growth is based on a single fact - what we do helps our client’s be successful and ultimately fuels our success. We owe it all to our clients!