Kevin Bergman

Overview

As president and chief operating officer of Olympus Ventures, Kevin Bergman oversees all operations of the firm, including investment, asset management, estate planning, and related financial affairs for its principal and his family. Olympus Ventures serves as the family office for Richard M. Schulze, founder of Best Buy, and focuses on diversifying concentrated holdings into multiple investment platforms, including alternative assets, public equity, and fixed-income asset classes. The firm manages a significant and diverse commercial real estate portfolio, predominantly consisting of industrial, healthcare, and multi-family properties, and has expanded into multi-family development and self-storage development. Prior to his role at Olympus Ventures, Kevin spent nearly 30 years consulting with clients on business advisory and tax planning needs. He worked as a tax partner in his own firm and within a local 50-member CPA practice. His experience also includes leadership roles in Deloitte and Touche and RSM McGladrey as a senior tax manager. Kevin holds a Bachelor of Science in Accounting from the University of Minnesota-Duluth and is a certified public accountant with an accreditation in business valuation (ABV). He serves on several for-profit and nonprofit boards, including as a trustee for the Richard M. Schulze Family Foundation and a board member of Elim Care Homes, Inc. in Minnesota, North Dakota, and Iowa. Olympus Ventures also provides financial support for the Richard M. Schulze Family Foundation, which supports organizations in human and social services, education, health, and entrepreneurship. The firm's investment strategy encompasses a wide range of stages, from seed to distressed investments, and focuses on various industries, including industrial, healthcare, multi-family real estate, self-storage development, consumer electronics, technology, retail, healthcare services, education, financial services, real estate development, philanthropy, business advisory, tax planning, and estate planning. Olympus Ventures' investment size ranges from $500,000 to $10 million, with a geographical focus primarily in the United States.

Investment Focus

• Diversified investment platforms
• Alternative assets
• Public equity
• Fixed-income asset classes
• Commercial real estate
• Multi-family development
• Self-storage development
• Consumer electronics
• Technology
• Retail
• Healthcare services
• Education
• Financial services
• Real estate development
• Philanthropy
• Business advisory
• Tax planning
• Estate planning

Portfolio Companies