Who We Serve


For advisory clients in need of growth or operating capital, Convergency Partners can facilitate funding or invest in partnership with a private equity or venture capital firm. In such cases where we are asked to act in a capacity that requires FINRA registration, we work though our Partner MiddleMarch Securities, LLC. 1
We only work with clients who we truly believe can change our industry and who align with our cultural values. As part of that, we are prepared to put that belief into practice, putting our own capital behind growth stage companies.
1 Securities offered through Middlemarch Securities, Member FINRA, SIPC. This material has been prepared as a matter of general information. It is not intended to be a complete description of any security or company mentioned and is not a solicitation of an offer to buy or an offer to sell any security. All facts and statistics are from sources believed reliable, but are not guaranteed as to accuracy. Some of the information in this document may contain projections or other forward-looking statements regarding future events or the future financial performance of the Company. We wish to caution you that these statements are only estimates and that actual events or results will likely differ materially. There are risks associated with an investment in the aforementioned
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