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Debt & Specialty Finance
FINANCE | Investment Firms & Funds
virgo-llc.com

Investments

31

Portfolio Exits

6

Funds

4

Partners & Customers

1

About Virgo Investment Group

Virgo Investment Group ("Virgo") is an opportunistic, private investment firm with a value investment philosophy, a bias toward the preservation of capital and an emphasis on generating a current yield on invested capital. Virgo leverages macroeconomic viewpoints to identify market seams where there are mis-pricings and where investment returns are less correlated with market credit spreads and corporate valuation multiples.

Headquarters Location

555 Twin Dolphin Drive Suite 615

Redwood City, California, 94065,

United States

650-453-3627

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Latest Virgo Investment Group News

07:45 ET Ag Resource Management Announces Appointment of Kim M. Sharan and David D. Matter to Board of Managers

Jan 26, 2023

News provided by Share this article Sharan and Matter bring industry expertise to agricultural lender FORT WORTH, Texas, Jan. 26, 2023 /PRNewswire/ -- Ag Resource Management (ARM), one of the nation's top providers of agricultural lending and crop insurance services, today announced the appointments of Kim M. Sharan and David D. Matter to its board of managers. David Matter, new ARM board member "The strategic planning and operations experience Kim Sharan and Dave Matter bring ARM will further position ARM for transformative growth," said Jesse Watson, founder and CIO of Virgo Investment Group, a private investment firm and majority owner of ARM. "Kim and Dave will work with ARM's management team to assist with value creation efforts. They are the ideal partners to help guide and scale the company to achieve the maximum potential we see ahead." "We are pleased to welcome Kim Sharan and Dave Matter to the ARM board," said Rip Mason, chief executive officer and vice chairman of ARM. "Kim's deep experience in implementing the growth strategy of financial services companies and Dave's impressive history of investment management and experience in capital markets will be invaluable to ARM as we grow our business and pursue our mission to serve American farmers." Ms. Sharan has a background of more than 30 years of experience in the financial services industry, including holding leadership positions at Ameriprise Financial, Merrill Lynch and Citibank. Most recently at Ameriprise Financial, Ms. Sharan was the president, Financial Planning & Wealth Strategies and CMO, and was a member of the executive leadership team that took the company public following their spin-off from American Express in 2005. She and her team built the Ameriprise brand from the ground up, created a "customer obsessed" culture and achieved the highest net promoter scores in the industry. Today, Ms. Sharan is an independent director with Fortune 100 board experience serving on the board of trustees for TIAA, a leading non-profit provider of retirement services with $1.4T in assets under management, and on the board of directors for TIAA Bank, a wholly owned subsidiary of TIAA. Mr. Matter, CFA, is a leader in investment management and financial services with more than 27 years of experience. He was most recently a managing director at BlackRock where he served as the co-chief investment officer of BlackRock Alternative Advisors (BAA), BlackRock's Hedge Fund Solutions team. He chaired the BAA Investment Committee and was also a member of the BAA Management Committee and the Co-Investment Portfolio Management Group. Mr. Matter started his career as a financial analyst with American Funds-Capital Group and Bankers Trust before joining Quellos Group in 1998. At Quellos he was a principal and member of the Investment Committee responsible for management of Absolute Return Strategy portfolios and Investment Research. The alternative investment management business of Quellos was subsequently acquired by BlackRock in 2007. About Ag Resource Management (ARM) Founded in 2009, Ag Resource Management (ARM) is a specialty finance company bringing financial and risk management solutions to farmers and agribusinesses. Dedicated exclusively to agriculture, ARM offers farmers the convenience of working with one provider for solutions ranging from operating lines and crop insurance to real estate finance and equipment leasing services. ARM finances agriculture differently by relying on the intended crop as collateral and offering state-of-the-art technology to support a farmer's financial decisions. Headquartered in Fort Worth, Texas, ARM serves farmers from its storefronts and employees located across the Midwest, Southern and Western United States. About Virgo Investment Group Founded in 2009, Virgo Investment Group is a private investment firm based in California that has an established track record of building and transforming businesses. Virgo seeks to identify and grow unique business models into differentiated and profitable industry leading companies. The Firm has raised over $1.9 billion since inception. For board member photos, please click  here . SOURCE Ag Resource Management

Virgo Investment Group Investments

31 Investments

Virgo Investment Group has made 31 investments. Their latest investment was in Lifespark as part of their Series B on October 10, 2021.

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Virgo Investment Group Investments Activity

investments chart

Date

Round

Company

Amount

New?

Co-Investors

Sources

10/13/2021

Series B

Lifespark

$20M

No

5

10/7/2021

Series B

NOW Corp

$29M

No

1

7/12/2021

Series B

Swift Medical

$35M

Yes

20

6/9/2021

Series A

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$99M

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10

5/26/2021

Private Equity

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10

Date

10/13/2021

10/7/2021

7/12/2021

6/9/2021

5/26/2021

Round

Series B

Series B

Series B

Series A

Private Equity

Company

Lifespark

NOW Corp

Swift Medical

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Amount

$20M

$29M

$35M

$99M

New?

No

No

Yes

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Co-Investors

Sources

5

1

20

10

10

Virgo Investment Group Portfolio Exits

6 Portfolio Exits

Virgo Investment Group has 6 portfolio exits. Their latest portfolio exit was Peerfit on February 15, 2022.

Date

Exit

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Acquirer

Sources

2/15/2022

Acquired

$99M

1

11/2/2021

Acquired

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$99M

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10

8/27/2021

Reverse Merger

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$99M

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10

4/28/2021

Merger

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$99M

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10

7/31/2019

Acquired

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$99M

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10

Date

2/15/2022

11/2/2021

8/27/2021

4/28/2021

7/31/2019

Exit

Acquired

Acquired

Reverse Merger

Merger

Acquired

Companies

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Valuation

$99M

$99M

$99M

$99M

$99M

Acquirer

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Sources

1

10

10

10

10

Virgo Investment Group Acquisitions

2 Acquisitions

Virgo Investment Group acquired 2 companies. Their latest acquisition was Nautilus Solar Energy on October 08, 2015.

Date

Investment Stage

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Total Funding

Note

Sources

10/8/2015

Debt

$99M

$224.68M

Management Buyout

2

8/19/2014

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$99M

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10

Date

10/8/2015

8/19/2014

Investment Stage

Debt

Companies

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Valuation

$99M

$99M

Total Funding

$224.68M

Note

Management Buyout

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Sources

2

10

Virgo Investment Group Fund History

4 Fund Histories

Virgo Investment Group has 4 funds, including Virgo Trillion Funding.

Closing Date

Fund

Fund Type

Status

Amount

Sources

5/21/2020

Virgo Trillion Funding

$67.55M

1

4/16/2020

Virgo-Transverse

$99M

10

2/24/2020

Virgo Transverse Core

$99M

10

6/6/2018

Virgo Societas Partnership IV LP

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$99M

10

Closing Date

5/21/2020

4/16/2020

2/24/2020

6/6/2018

Fund

Virgo Trillion Funding

Virgo-Transverse

Virgo Transverse Core

Virgo Societas Partnership IV LP

Fund Type

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Status

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Amount

$67.55M

$99M

$99M

$99M

Sources

1

10

10

10

Virgo Investment Group Partners & Customers

1 Partners and customers

Virgo Investment Group has 1 strategic partners and customers. Virgo Investment Group recently partnered with Allvue Systems on July 7, 2017.

Date

Type

Business Partner

Country

News Snippet

Sources

7/28/2017

Vendor

United States

AltaReturn selected by Virgo Investment Group - Allvue Systems

July , 2017 , Redwood Shores , California : AltaReturn , A leading provider of cloud-based end-to-end financial software solutions for Private Equity , Venture Capital and the Alternative Investment industry , is delighted to announce that Virgo Investment Group has selected AltaReturn for the provision of business software solutions .

1

Date

7/28/2017

Type

Vendor

Business Partner

Country

United States

News Snippet

AltaReturn selected by Virgo Investment Group - Allvue Systems

July , 2017 , Redwood Shores , California : AltaReturn , A leading provider of cloud-based end-to-end financial software solutions for Private Equity , Venture Capital and the Alternative Investment industry , is delighted to announce that Virgo Investment Group has selected AltaReturn for the provision of business software solutions .

Sources

1

Virgo Investment Group Team

4 Team Members

Virgo Investment Group has 4 team members, including current Founder, Chief Information Officer, Jesse Watson.

Name

Work History

Title

Status

Jesse Watson

Founder, Chief Information Officer

Current

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Name

Jesse Watson

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Work History

Title

Founder, Chief Information Officer

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Status

Current

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