SurePrep Receives Significant Growth Investment from Bregal Sagemount
Summary
SurePrep’s innovative, patented technology solutions automate critical tax preparation workflow tasks, increasing operational efficiency and strengthening end-customer interactions for its clients. "We are very excited to bring in the Sagemount team as a strategic and financial partner," said David Wyle, Founder and Chief Executive Officer of SurePrep. “We have a tremendously exciting future ahead of us as we strengthen our technology and processes, grow our client base, and expand into new product categories. “Its unique solutions drive meaningful value for accounting and wealth management firms, and we look forward to working with the SurePrep team on product and market growth initiatives.” Vista Point Advisors served as the exclusive financial advisor to SurePrep, while Inflection Point Law provided legal counsel to the company. The firm provides flexible capital and strategic assistance to market-leading companies in high-growth sectors across a wide variety of transaction situations.
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