Recent Headlines
VisionQuest Wealth Management Celebrates Griggs Capital Management Acquisition
VisionQuest Wealth Management recently acquired Griggs Capital Management of Charlotte NC. A celebration was held at Rolling Hills Country Club on Wednesday, November 12th. - November 19, 2014 - VisionQuest Wealth Management
Raleigh Wealth Management Company Announces Merger with Charlotte Based Wealth Management Company
Raleigh NC based VisionQuest Wealth Management has merged with Charlotte NC based wealth management company Griggs Capital Management. - October 17, 2014 - VisionQuest Wealth Management
VisionQuest Clients Love the Durham Bulls
VisionQuest Wealth Management continues with its annual Durham Bulls Outing. - June 28, 2014 - VisionQuest Wealth Management
Vertical Capital Markets Group to Wholesale Greenwood Capital SMAs and Crescent Mutual Funds
Vertical Capital Markets Group today announced that it has entered into an agreement with Greenwood Capital Associates, LLC of Greenwood, S.C., to be the wholesale marketer of The Crescent Funds and Greenwood Capital’s Separately Managed Account strategies. “Greenwood Capital combines... - June 12, 2014 - Vertical Capital Markets Group
Vertical Capital Markets Group Introduces MLP Energy Fund
Capital Innovations to Serve as Sub-Advisor - May 31, 2014 - Vertical Capital Markets Group
Vertical Capital Markets Group Names Hart Executive Vice President, Director of Business Development
Senior-level manager with more than 25 years of sales and distribution experience in financial services joins Vertical. - May 31, 2014 - Vertical Capital Markets Group
A Day at the Races for VisionQuest
A gathering for the Kentucky Derby that was also a charity event. - May 10, 2014 - VisionQuest Wealth Management
Vertical White Paper Explains Benefits of an Evolving Asset Class: Residential Whole Mortgage Notes
White paper explains alternative asset that is non-correlated with stocks and bonds. - February 13, 2014 - Vertical Capital Markets Group
VisionQuest Wealth Management Welcomes Steve Laska to the Firm
VisionQuest Wealth Management, a Raleigh-based wealth management firm serving as a personal CFO to individuals, families and business-owners is pleased to welcome Steven M. Laska as its new President and Chief Investment Officer. Mr. Laska is a proven financial services professional and leader... - January 23, 2014 - VisionQuest Wealth Management
Boutique Wealth Management Firm Plays Santa
VisionQuest, a Raleigh NC based boutique wealth management firm, recently held its Annual Holiday Party and Toy Drive. - January 04, 2014 - VisionQuest Wealth Management
Public Startup Company Receives Informal Inquiry Notice from Securities and Exchange Commission to Verify Compliance with SEC Rule 506(c) in JOBS Act General Solicitation
Public Startup Company, Inc., a Nevada Corporation formed in 2012 to build Internet technology and services relating to the JOBS Act, including crowdfunding and public, peer-to-peer cyber finance using forensic social media, has received a notice from the Securities and Exchange Commission that the SEC is conducting an informal inquiry into possible violations of federal securities law by the company or its Co-Founder, Jason Coombs. The company is cooperating with the inquiry. - December 10, 2013 - Public Startup Company, Inc.
VisionQuest Horses Around with Duke
VisionQuest Wealth Management of Raleigh North Carolina was a recent sponsor of charity horse show. - November 17, 2013 - VisionQuest Wealth Management
Dramatic Increase in Middle Market M&A Prompts Monarch Bay to Add Seasoned M&A Pro’s
Middle market M&A deal value is up 40% so far in 2013 vs. 2012 according to Mergermarket and Monarch Bay Securities adds two veteran M&A professionals to keep pace. - October 22, 2013 - Monarch Bay Securities
Crowdfunding Group Turns Up the Heat on First Project
CrowdfunderCoop.com is launching its first crowdfunding campaign with an offering of high-tech Fireproof Storage Boxes. Funders can help the company move from completed R&D into full scale production by purchasing the initial run of the product. - May 03, 2013 - CrowdfunderCoop.com, Inc.
IT Services M&A Update - Q1 2013
Generation Equity Advisors has issued its latest IT Services M&A Update for Q1 2013. It covers the latest mergers and acquisitions announced within the IT Services industry sector globally. - April 24, 2013 - Generation Equity Advisors, LLC
Generation Equity Advisors Expands Its Technology and Digital Media M&A Practice and Hires Tarang Shah
Generation Equity Advisors, LLC announced the hiring of Tarang Shah to expand its technology and digital media M&A advisory practice. - March 20, 2013 - Generation Equity Advisors, LLC
Vertical Capital Markets Group Names Harline Executive Vice President, National Sales Manager
John, a seasoned sales manager with Fortune 500 experience, is joining Vertical to drive national sales. - February 17, 2013 - Vertical Capital Markets Group
Q4 2012 IT Services M&A Update
Generation Equity Advisors has issued its latest M&A update on the IT Services industry sector. - January 07, 2013 - Generation Equity Advisors, LLC
Worldsight Announces Re-Launch of Red Herring Research
New division provides penetrating reports on world's top private companies and sectors. - November 09, 2012 - Worldsight Organization
GoldSmart Offers Customers the Opportunity to Turn Unused Heirlooms Into Profit, Particularly When Gold is at All-Time Highs
It remains a great time to sell gold, as the precious metals commodity market shows no signs of slowing down, amid weak economic growth worldwide. - November 06, 2012 - GoldSmart
Vertical Capital Income Fund Beats Its Benchmark
Whole Mortgage Note Closed-End Interval Fund Also Declares Dividend - October 13, 2012 - Vertical Capital Markets Group
Pre-IPOGroup Platinum is Now Accepting Accredited Investor and Institutional Membership
Pre-IPO Group Platinum provides its strictly accredited members ultra exclusive, unique, alternative investment opportunities not available to the general, investing public. Their unique asset class investments are designed to yield exceptional, above average returns which easily beat benchmark returns. - September 02, 2012 - Pre-IPO Group
Sara Making a Difference: Raises Money with a Lemonade Stand
Sara Peters, age 6, with her team of Cary Christian friends and her brother, Robert, age 3, offered cupcakes, brownies and the sought after lemonade to much of downtown Raleigh and beyond for the benefit of Men or Armor. - July 21, 2012 - VisionQuest Wealth Management
Canadian Mid-Market M&A Firm Receives Prestigious Awards
Corporate Finance Associates (CFA), a leading middle market mergers and acquisitions (M&A) firm, announced today that Office of the Year is awarded to CFA Oakville (Toronto), Ontario. In addition, Oakville-based Douglas Nix, CFA’s Vice Chairman, was named Dealmaker of the Year. These... - February 12, 2012 - Corporate Finance Associates
Mortgage Loan Portfolio Plans Justified Move to Larger Headquarters
Bucking Home Equity Loss Trend, Vertical Capital’s Bayard Closser Expands Firm’s Capabilities - February 03, 2012 - Vertical Capital Markets Group
Vertical’s Alternative Investment for Average Investors Provides Potential for Income, Social Responsibility
Whole Mortgage Loan Fund with Likely “Negative Correlation” - December 17, 2011 - Vertical Capital Markets Group
Jeff Drazan’s Private Equity Firm, Bertram Capital Featured as a Top Performing Buyout Fund in PitchBook Data, Inc. Analysis
Bertram Capital, founded by Jeff Drazan was recognized by PitchBook Data, Inc. as a top performing buyout fund in a recent analysis of 67 US based 2006 vintage buyout funds with investments in the B2C sector. Bertram Capital’s first fund, Bertram Growth Capital I ranked #1 overall in TVPI and... - December 08, 2011 - Bertram Capital
Under Stewardship of Jeff Drazan, Bertram Capital’s Former Portfolio Company, PDI Ranked #300 in Deloitte's 2011 Technology Fast 500™
Power Distribution, Inc. (PDI), a leading provider of mission-critical power distribution equipment for data centers, alternative energy, industrial, and commercial power markets, and former portfolio company of Bertram Capital, recently announced it ranked Number 300 on Deloitte's Technology Fast... - December 08, 2011 - Bertram Capital
2011 AxialMarket Technology M&A Deal Activity Summary
Through the third quarter of 2011, Technology was the second most active sector on AxialMarket representing 18% of all opportunities. 522 companies came to market within the Technology sector, ranging in company size from $0 to over $528 million in revenue, both within the United States and abroad. - November 23, 2011 - AxialMarket
Generation Equity Advisors Expands Into Canada and Europe; Adds Nicolas Teboul to Its Investment Banking Team
Generation Equity Advisors expands its reach into Canada and Europe; adds Nicolas Teboul to its Investment Banking team to cover Technology companies. - November 06, 2011 - Generation Equity Advisors, LLC
Bertram Capital's Managing Partner, Jeff Drazan Featured in Churchill Financial's "On The Left"
Bertram Capital's Managing Partner, Jeff Drazan was recently featured in Churchill Financial's "On the Left" in a three-part interview beginning with the September 26th edition. “We appreciated the opportunity to be featured in Churchill’s widely distributed publication, to... - October 22, 2011 - Bertram Capital
Generation Equity Advisors Announced the Release of Its Q3 2011 - IT Services M&A Report
Generation Equity Advisors, a technology investment banking firm, releases its quarterly report on the latest global mergers and acquisitions transactions announced in the IT services sector for Q3 2011. - October 03, 2011 - Generation Equity Advisors, LLC
Recent Study on Managed Futures Unveils Highest Performing Programs
A recent study on managed futures is creating industry controversy as the study creators aimed to select the highest performing managed future funds from several thousand investment platforms. - March 24, 2011 - eManaged Futures
Software & IT Services Mergers & Acquisitions Update for Q3 2010 by Generation Equity Advisors
Q3 2010 - Mergers & Acquisitions Update for the Software & IT Services sectors by Generation Equity Advisors, a technology-focused investment banking firm. - October 12, 2010 - Generation Equity Advisors, LLC
Wealth Management Firm Builds Innovative Tactics to Education Clients
VisionQuest Wealth Management, a Raleigh based wealth management firm serving as a personal CFO to individuals, families, and businesses is and has developed some very innovative tactics to educate their clients. In their annual strategic planning meeting in late 2009, the VisionQuest team with... - June 09, 2010 - VisionQuest Wealth Management
Wealth Management Firm Launches Newly Designed Web-Site to Provide Better Client Service
The newly re-designed web-site of VisionQuest Wealth Management, a Raleigh-based financial services firm, goes live this week. VisionQuest serves as a personal CFO for individuals, families, and business owners. VisionQuest aims to extend the reach of their client services by enhancing their... - May 04, 2010 - VisionQuest Wealth Management
Poll - 72% of Private Investors in Asia Bullish
Almost three-quarters of investors in private and unlisted companies in Asia think that now is a good time to invest, according to a survey released by AsiaBusinessInvestor.com. Energy, IT and property are the most popular investment sectors according to the survey with 74% of investors wishing to... - April 18, 2010 - Asia Business Investor
FXSTAT is the First UK Company to Launch Its Free Online Automated Analytical Platform to Help Retail and Institutional Forex Traders to Analyze Their Trading Activities
FXSTAT is an analytical tool and Forex community platform, to help traders analyze, share, collaborate and communicate together to either improve their trading skills or help others to do so. Traders will be able to analyze, publish, share the trading activities with their own created privacy and... - April 09, 2010 - FX STAT Ltd
Princeton Capital, CBIA, and Paradigm Associates Announce Exit Planning Seminar
How do you get the highest valuation when you Sell or Retire from your business? CBIA, Princeton Capital and Paradigm Associates have teamed up to help you provide the best Exit Strategy for your business. According to a Mass Mutual survey nearly a third of business owners do not have an exit strategy, and almost all plan to exit in less than five years. The lack of planning can cost them upwards of 30% of the purchase price, and increase the possibility the company will not sell at all. - February 23, 2010 - Princeton Capital Strategies, LLC
Rimini Investments Launches Website and Research Initiative
Rimini Investments launches its website. Concurrently, the firm begins offering small cap and micro cap research reports. - February 18, 2010 - Rimini Investments
Wealth Management Firm Continues to Grow with Expansion in South Florida
VisionQuest Wealth Management, a Raleigh-based firm serving as a personal CFO to individuals and families, announces the opening of their newest office in downtown West Palm Beach, Florida. “Our team looked at a few options for growth, but we found South Florida offered the best opportunity... - January 29, 2010 - VisionQuest Wealth Management
TLG Launches Smaller Reporting Company Alliance
Organization formed to meet the unique needs of smaller reporting companies, which are not currently being serviced by existing media and other sources. - January 20, 2010 - The Lebrecht Group, APLC
United Wealth - Wine Investment Market Bottles Up Record Returns
Investors looking to uncork an innovative and powerful return are being advised to go liquid by the first ever industry report into the fine wine investment market by United Wealth. - January 15, 2010 - United Wealth Ltd
VisionQuest Wealth Management Spreads Some Holiday Cheer
On Friday afternoon the staff of VisionQuest, appropriately donned in Holiday attire, delivered many gifts to the Wake Med Pediatrics Unit. - December 23, 2009 - VisionQuest Wealth Management
VisionQuest Wealth Management Launches Business Advisory Services
VisionQuest Wealth Management, a Raleigh-based firm serving as a personal CFO to individuals and families, has launched Business Advisory Services, a strategic planning and financial advisory division for businesses. Stephen Peters, President and CEO, recognized a need for these services and focus... - November 26, 2009 - VisionQuest Wealth Management
TLG Attorney Named One of America's Best - Fifth Year in a Row
Brian A. Lebrecht, attorney with The Lebrecht Group, APLC, has been named as One of the Best Lawyers in America. - September 03, 2009 - The Lebrecht Group, APLC
TLG Announces Pink Sheets Current Plan
The Lebrecht Group, APLC today announced its Pink Sheets Current plan. For a fixed annual fee, payable monthly, TLG will help an issuer prepare all the reports necessary to reach and maintain ‘Pink Sheets Current’ status on the Pink OTC Markets’ tier system (www.pinksheets.com). - August 31, 2009 - The Lebrecht Group, APLC
Applied Strategies & Counsel and VisionQuest Wealth Management Announce Merger
VisionQuest Wealth Management, a Raleigh-based firm serving as a personal CFO to individuals and families, expands their footprint to Arizona by announcing a merger announces a joint venture/acquisition with Applied Strategies & Counsel, Inc (ASC), a wealth management firm based out of... - August 28, 2009 - VisionQuest Wealth Management
TLG Compliance Funding Helps Companies File Annual Reports
At the end of 2008, The Lebrecht Group, APLC announced that it had brought together a group of investors willing to provide funding to companies traded on the OTCBB for the purpose of maintaining compliance with their ’34 Act filing obligations. The annual reports filed at the end of March... - April 18, 2009 - The Lebrecht Group, APLC
VisionQuest Announces New Investment Partnership with Lenger Asset Management
VisionQuest Wealth Management, a Raleigh-based firm serving as a personal CFO to individuals and families, announces its new investment partnership with Lenger Asset Management. “Changes in the capital market environment prompted us to re-evaluate our investment platform. We found that... - April 02, 2009 - VisionQuest Wealth Management