June 2025
| Los Angeles – June 26, 2025 – Avante Capital Partners is pleased to announce a strategic investment in VFG Advisory LLC (“Vision” “VFG” or the “Company”), a New Jersey-based accounting and business services firm, providing both equity and debt for the transaction. This furthers Avante Capital Partners’ presence in the independent sponsor market, and serves as the firm’s first investment out of Fund IV. Avante Capital Partners was proud to partner with Exonas Capital and Brightwood Capital Advisors, LLC (“Brightwood”) on the transaction. Founded in 2003 and headquartered in Morganville, New Jersey, Vision provides a full suite of accounting and taxation services for SMBs, high net worth individuals, family offices and non-profits, with offices in the U.S. and India. The Company works with an extensive roster of more than 1,500 unique clients spanning a range of diversified industries including the IT services, law, medicine, sports, wealth management, insurance, real estate, and home services sectors. Vision has built a reputation of providing outstanding customer service to its clients and aims to grow and expand its service offerings and geographic footprint over the coming years. Following the transaction, Vision will operate in an alternative practice structure. Attest services will continue to be provided by Ansel & Associates CPAs LLP, a licensed CPA firm. Business advisory and non-attest services will be delivered by VFG Advisory LLC, which will operate as a separate entity and will not be a licensed CPA firm. “Avante Capital Partners is proud to support this transaction in conjunction with Brightwood and Exonas, as a testament to our excitement about the independent sponsor space and partnering with great teams,” said Ivelisse Rodriguez Simon, Managing Partner of Avante Capital Partners. “We believe Vision is well-positioned to continue setting the bar in accounting and tax services as they embark on this exciting next phase of growth and look forward to scaling to the next level together.” “We’re excited to partner with Exonas Capital, a proven and experienced independent sponsor, alongside Brightwood, on this investment,” said Chelsea Celistan, Principal and Head of Independent Sponsor Strategy at Avante Capital Partners. “Vision is strongly aligned with our investment thesis, and we look forward to continuing our momentum in the independent sponsor market.” “We are thrilled to join forces with Exonas, Avante, and Brightwood as we enter this next phase of growth,” said Jacob Ansel, Co-Founder and CEO of VFG Advisory LLC. “The partnership will drive our firm’s expansion by broadening our service offering and geographic presence through a combination of organic growth and strategic acquisitions, strengthening our ability to attract and retain top professionals, and advancing our commitment to delivering outstanding service to clients.” “Vision has a long history of organic growth and exceptional client service, and we are excited to partner with Jacob and the team at Vision as they continue to build a leading accounting and professional services platform focused on a diverse range of end-markets,” said Dino Sawaya, Managing Partner and Founder of Exonas Capital. “Vision will serve as a platform for growth in the fragmented accounting services sector and we will support management to identify and integrate strategic add-on acquisitions that align with the platform’s objectives.” “We are excited to collaborate through our long-standing relationship with Avante to support Exonas Capital’s strategic investment in Vision. We are confident that this transaction will be instrumental in advancing Vision’s capabilities and extend its global reach,” said Sengal Selassie, Chief Executive Officer and Managing Partner at Brightwood. “This opportunity ties into to our firm’s expertise within the business services sector, and we look forward to supporting Vision’s next chapter.” To connect further about Avante Capital Partners’ independent sponsor practice, please contact chelsea@avantecap.com. |
Independent Sponsor Podcast Survey: Giveaway!
| Avante Capital Partners is continually looking for new ways to innovate and provide value to our partners. We are launching a three minute survey about the independent sponsor market. Those who share their thoughts will be entered to win a drawing for a $500 Amex gift card. Thank you for participating! |
About Avante Capital Partners
Avante Capital Partners is an award-winning private credit and equity firm in the lower middle market. Since 2009, Avante has been successfully providing flexible capital solutions to growing businesses generating at least $3M in cash flows across numerous industries. Avante is a value-add partner to private equity firms, independent sponsors, and business owners throughout the United States. For more information, please visit avantecap.com.