ROTH Capital Partners Advises Veri-tax on the Sale to Blue Horizon Capital


For more information on how
ROTH can help you, please contact:

Investment Banking
Al Longfield
Managing Director
(949) 720-7

Kyle Floyd
(949) 720-5767


ROTH Capital Partners

Transaction Information

On July 28, 2010, Veri-tax completed the sale of its assets to Blue Horizon Capital. Blue Horizon Capital is a privately held investment firm comprised of an extensive and experienced group of private equity investors, advisors, and senior-level executives. The acquisition will provide additional capital and resources to support Veri-tax's growth initiatives.  Veri-tax was acquired at an Enterprise Valuation exceeding 2.5x trailing revenue.

Client Information

Founded in 1999, Veri-tax provides electronic tax and income verification solutions that enable mortgage lenders, banks, and other issuers of consumer credit to make informed decisions about the ability for potential borrowers to repay loans. Veri-tax clients include two of the nation's top four banks, in addition to hundreds of lenders, originators and other financial institutions serving the mortgage and consumer credit sector. For more information please visit

ROTH Capital Partners

Roth Capital Partners, LLC (ROTH), is a relationship-driven investment bank focused on identifying opportunities for institutional investors in U.S.-listed equity securities of companies based in the U.S. and China.  Headquartered in Newport Beach, CA, with offices throughout the U.S. and a Shanghai Representative Office, the employee-owned firm provides analytical research, trading, capital raising, and business combination advisory services.  ROTH seeks to implement innovative financing strategies to efficiently meet the liquidity and valuation requirements of both its corporate and institutional investor clients.

The material, information and  facts discussed in this announcement other than the information regarding ROTH Capital Partners, LLC (“ROTH”) and its affiliates, are from sources believed to be reliable, but are in no way guaranteed to be complete or accurate. This announcement should not be used as a complete analysis of any companies, securities or topics discussed herein. Additional information is available upon request. This is not, however, an offer or solicitation of the securities discussed. Any opinions or estimates in this announcement are subject to change without notice. An investment in any security based on this announcement may involve risks and uncertainties that could cause actual results to differ materially from the forward-looking statements. Additionally, such investments may involve a high degree of risk and may not be suitable for all investors. No part of this announcement may be reproduced in any form without the express written permission of ROTH. Copyright 2010.