Direct Investment Services

While many family offices are attracted to direct investments, many do not have the resources to adequately start, grow, monitor or transition their direct investment portfolios. Our skilled professional team members who are supported by our proprietary tools and methodologies, assist clients in realizing the full potential of their direct investment objectives or activities by providing non-conflicted and trustworthy support in one, or more, of the four competencies that are critical to successful direct investment initiatives.

Direct Investment Services
Direct Investment Planning

Direct investments involve taking a controlling or significant stake in an operating business. Prior to making direct investments an investment policy statement should be developed that takes into account the investor's goals and competencies, and 5 Global Mega-Trends and 10 North American Mega-Trends, which will be impacting the markets in which businesses operate. These steps clarify direct investment strategy, research, and capital allocation.

Results

RESULTS

Having represented 350+ business owning families and family offices on matters related to their direct investments, we have a proven process, supported by proprietary research and tools, that can improve direct investment results.

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Direct Investment Execution

Few family offices are staffed to manage deal sourcing (especially generating off-market opportunities) and the other activities associated with closing direct investment transactions. In addition, as many wish to partner with other family offices on direct investments, very few have the reach and contacts to find other value-added, compatible family offices as co-investment partners.

Results

RESULTS

By using our proprietary database of over 30,000 family owned, middle market businesses, we have been able to identify and complete off-market direct investment transactions avoiding auction processes. Our network of roughly 400 family offices has, also, enabled our clients to establish highly successful co-investment partnerships, which we refer to as Families Investing With FamiliesTM.

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Direct Investment Oversight

Many family offices lack the full-time resources to evaluate value creation or enhancement opportunities and strategic alternatives, or to otherwise oversee, govern, improve, and/or monitor their direct investments. Our advisory, implementation, and operating partner capabilities improve results for direct investments.

Results

RESULTS

We have helped most clients realize 3x-to-7x growth in revenues, and EBITDA margin improvements, from their operating businesses through a combination of organic and external growth, and operational efficiencies, tied to long-term corporate development programs; some clients have achieved revenue growth of up to 20x.

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Risk & Return Measurement

Clients often own multiple asset classes in addition to their direct investments, often without an effective means to understand or measure risk and return across all of their holdings. Understanding risk weighted return on investment is a key requirement for wealth maintenance and preservation when considering illiquid direct investments and related capital allocations.

Results

RESULTS

Our risk measurement services, which identify, measure, monitor and control risk based upon codified ISO standards and supplemented by our proprietary tools, have helped clients avoid the pitfalls that may result in unexpected losses by enabling stress testing, risk sensitivity analysis, liquidity risk assessment, and scenario analysis.

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