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SurePrep Receives Growth Investment from Bregal Sagemount


Vista Point Advisors is pleased to announce the growth investment in SurePrep by Bregal Sagemount. Vista Point Advisors acted as the exclusive financial advisor to SurePrep.

Press Release

About SurePrep:

Founded in 2002, SurePrep is the leader in 1040 tax automation for CPA firms. SurePrep provides innovative, comprehensive, and productive 1040 tax automation solutions that include scan and populate with an optional OCR verification service, outsourcing and a two-time award-winning mobile solution that eliminates the paper organizer. SurePrep’s solutions are utilized by over 20,000 tax professionals at CPA firms large and small, ranging across the spectrum from Big 4 firms to sole practitioners. SurePrep’s software solutions 1040SCAN, SPbinder and TaxCaddy plus onshore and offshore tax preparation outsource services allow accounting firms to increase productivity and profitability while promoting a completely digital tax workflow. SurePrep provides the most automated solutions available to streamline the entire 1040 process for both the CPA and taxpayer.

About Bregal Sagemount:

Bregal Sagemount is a growth-focused private capital firm with over $3 billion of committed capital. The firm provides flexible capital and strategic assistance to market-leading companies in high-growth sectors across a wide variety of transaction situations. Bregal Sagemount invests $40 million to $200 million per transaction into targeted sectors including software, digital infrastructure, healthcare IT / services, business and consumer services, and financial technology / specialty finance.

About Vista Point Advisors:

Vista Point Advisors is a boutique investment bank that focuses on advising middle-market companies in the Software, Mobile, and Internet / Digital Media industries. Our strategy is to partner with growing and profitable businesses that are interested in understanding their options in the marketplace. We focus exclusively on sell-side M&A and capital raising transactions. Vista Point Advisors is headquartered in San Francisco, California.

Modified on Nov 29, 2019