New Raleigh investment firm SharpVue secures $100M

February 19, 2016 | David Ranii

The News and Observer – A new investment firm whose leaders include former state budget director Lee Roberts is starting out with a $100 million commitment from a local business and is looking to raise significantly more money from investors.

Roberts, who has a background in banking and investing, stepped down as Gov. Pat McCrory’s budget director last month to become one of three managing directors at the fledgling investment firm, SharpVue Capital.

SharpVue is the creation of Raleigh-based Medical Mutual Holdings, the corporate parent of Medical Mutual Insurance Co. of North Carolina, the largest medical malpractice insurer in the state, and other insurers that offer medial malpractice coverage in more than two dozen states. As a mutual insurance company, Medical Mutual Holdings is owned by its 13,000 policyholders.

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SharpVue has deep experience investing alongside Independent Sponsors.

What we offer Independent Sponsors:

  • Flexible capital structures, including the ability to invest meaningful equity for a one-stop solution
  • Network of investment partners and industry experts
  • Deep experience partnering with Independent Sponsors
  • Tailored approach to governance and board structures

Lee Roberts

Managing Partner

Lee co-founded SharpVue and leads its real estate investment effort. He has spent his 25+ year career in real estate investment and finance and has been involved in the sector in several contexts, including private equity, investment banking and commercial banking. Immediately prior to SharpVue, he served as budget director for the State of North Carolina, a role in which, among other initiatives, he led an effort to rationalize the state’s real estate portfolio.

Before his time in public service, Mr. Roberts was most recently Managing Director of Piedmont Community Bank Holdings, a private equity-backed bank investment platform in Raleigh. He was earlier a Partner at Cherokee Investment Partners, a real estate private equity fund in Raleigh, and he spent nine years with Morgan Stanley in London and New York, focused on real estate investment banking.

Education: Georgetown, JD; Duke, BA

SharpVue is committed to being a responsible corporate citizen. We believe that integrating environmental, social, and governance (“ESG”) considerations into our investment processes and firm policies supports value creation for all stakeholders.

  • In reviewing potential investment opportunities, we evaluate multiple factors including ESG considerations. We seek to identify ESG strengths and risks and incorporate them into our investment decisions and portfolio monitoring.
  • We aim to promote ESG awareness and accountability within the firm. Our ESG actions include:
    • Environmental: We endeavor to operate in an environmentally responsible manner by reducing waste and raising awareness of efficient energy and resource usage.
    • Social: We strive to maintain an environment free of discrimination in which all employees are provided opportunities for personal development and growth.
    • Governance: We maintain strict internal policies that emphasize firm governance, compliance, and ethical employee behavior.