SharpVue Capital Announces Final Closing of Private Equity Investment in Raleigh-Based Waste Industries

Raleigh, NC – December 5, 2017 – SharpVue Capital, LLC today announced the final close of its first private equity investment, SharpVue WI Partners, LP. The partnership, which raised $13 million in commitments, was formed for the sole purpose of making a minority investment in Waste Industries, one of the nation’s largest providers of non-hazardous solid waste collection, transfer, recycling, and disposal services. With this new investment, an affiliate of SharpVue Capital has acquired a non-controlling interest in the Raleigh-based waste company.

Medical Mutual Holdings, Inc., the member-owned parent company of SharpVue Capital, participated in the investment, alongside a group of leading private equity fund sponsors and institutional investors as well as qualified Medical Mutual members and family offices.

“We’re extremely pleased to have provided qualified individuals access to this type of deal, a co-investment opportunity typically only available to institutional investors,” said Matthew H. Mongia, Managing Director of SharpVue Capital. “This deal demonstrates our commitment to delivering differentiated solutions to our clients across all of our asset management strategies and wealth management services.”

Waste Industries currently operates in seven states within SharpVue Capital’s target geography that are, on average, expected to experience higher population and economic growth than other parts of the country, according to forecasting by Moody’s Analytics. The company also has an experienced management team that has led the organization to consistent financial performance over its more than forty years in business.

The deal represents SharpVue Capital’s flexible approach to pursuing attractive and risk-adjusted returns through investing opportunistically in private companies and complements the firm’s existing real estate strategies and comprehensive wealth management services.

About Waste Industries

 Waste Industries is a regional provider of non-hazardous solid waste collection, transfer, recycling and disposal services founded in 1970.  The company currently operates in North Carolina, South Carolina, Georgia, Tennessee, Virginia, Maryland and Delaware and employs roughly 2500 people across the East Coast.

About SharpVue Capital

Founded in 2016 and headquartered in Raleigh, NC, SharpVue Capital provides comprehensive asset and wealth management services to physicians, other high-net-worth individuals, and institutions.  SharpVue Capital’s investment platform includes strategies encompassing real estate, private equity, and wealth management.  SharpVue Capital is an affiliate of Medical Mutual Holdings, Inc., one of the nation’s largest providers of medical professional liability insurance and other services for physicians and medical practices.  For more information, please see

 This is not an offer to sell, or a solicitation of an offer to purchase an interest in any investment fund or for the provision of any investment management or advisory services.  Such an offer will be made only by means of a confidential private offering memorandum relating to a particular fund or investment management contract and only in those jurisdictions where permitted by law.

This material is not financial advice.  It should not be assumed that any of the transaction or holdings discussed were or will prove to be profitable, or that the investment recommendations or decisions we make in the future will be profitable.

SharpVue Capital is a registered investment adviser.  Registration does not imply a certain level of skill or training.  More information about SharpVue Capital including its advisory services and fee schedule can be found in Form ADV Part 2 which is available upon request.

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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.