Direct Investment Execution

While many Family Offices are attracted to direct investments, most need supplemental resources to implement their direct investment plans.

We can enhance access to deal flow through our proprietary database, and provide professional resources to support Direct Investment execution; including due diligence, valuation, structuring, financing and closing support.

Direct Investment Services

Direct investments can offer greater control and flexibility, plus lower costs and better long-term returns than investments in private equity funds or other asset classes. However, originating and executing direct investments also requires different professional staff resources than are required for allocation to other classes of investments. HWSC provides access to experienced direct investment professionals on an outsourced basis.

Our skilled professional team members can assist with:

  • Analysis of mega-trends & validation of long-term industry segment trends
  • Analysis of key competitors and competitive trends with an industry segment
  • Proprietary research and origination of direct investment targets
  • Due diligence of originated targets
  • Negotiation of acquisition & investment terms
  • Assistance with financing and closing direct investments

With regard to originating direct investments, we have built a proprietary database through which we track over 30,000 family controlled businesses in the 12 Industry Segments we serve, along with key metrics associated with the industries in which they participate. These are businesses with $25MM to $3B of revenue. We use this proprietary research to assist our clients with originating direct investments on a negotiated basis, enabling them to bypass participation in auction processes. Please contact us for a free demonstration of our powerful research database.

We also pioneered the practice of "Families Investing In Families". For more than a decade, we have researched and developed access to a significant number of family offices and business owning families who are seeking to co-invest with other families in direct investments.

Direct Investment Execution Support

SERVICE CATEGORY

DESCRIPTION

Research & Opportunity Targeting

Using our proprietary research and database to assist clients with identifying direct investment opportunities that align with their Investment Policy Statements.

Sole Investment Origination

Services designed to assist clients with originating direct investment opportunities from businesses targeted through our research.

Family Partnering Origination

Service designed to assist clients with originating direct co-investment opportunities in partnership with other families through our extensive network of family office contacts.

Preliminary Screening

Services designed to confirm whether a prospective direct investment target meets the established criteria prior to the submittal of a non-binding term sheet.

Formal Evaluation & Implementation Services

Supporting formal evaluation and due diligence; negotiating, structuring, financing and closing a direct investment; and post-closing value driving services.

Governance & Performance Oversight Plan

Developing a plan prior to closing as to how a direct investment will be monitored and assessed.

Questions our clients frequently ask

HWSC can provide counsel and execution assistance to help clients better understand company capitalization matters such as:

  • How should we assess the longer-term economic mega-trends and industry conditions to guide our direct investment decisions?
  • Where can we find negotiated direct investment opportunities without participating in sell side auction processes?
  • How can we supplement our internal team resources to assist with due diligence or deal closing support?

 

Return to Previous Page

 

CONTACT US