What We Do

Our services are intentionally designed to help clients grow larger, more valuable businesses; secure growth capital for their business while maintaining control; successfully transition businesses from older to younger generations; and obtain liquidity, when needed, for shareholders.

We deliver extraordinary good results for clients by offering two broad sets of services: Family Enterprise Business Services and Family Office Direct Investment Services.

Family Enterprise Business Services

Our skilled professional team members, who are supported by our proprietary tools and methodologies, assist clients in one, or more, of the four competencies that are critical to the growth and development, and longer-term ownership of a private business. Few firms offer this range and depth of services , which help support the success of our clients.

Business Growth

Developing and implementing successful business growth strategies requires robust strategic perspectives that anticipate market trends, customer needs and competitor actions.

Results

RESULTS

Clients have typically realized 3x-to-7x growth in revenues through a combination of organic and external growth; some clients have achieved revenue growth of up to 20x.

Read More

Company Capitalization

Adequate capital availability and properly aligned capital providers are critical elements to support successful business growth strategies while, also, maintaining control of your business.

Results

RESULTS

Nearly $25 billion of institutional or private family office, debt or equity capital financings have been arranged for our clients.

Read More

Generational Transition

We have assisted 150+ businesses successfully transition from one generation to the next. In fact, with nearly 35 years of practice history, we have represented many on 2 or 3 generational transitions while growing larger, more valuable businesses.

Results

RESULTS

We have assisted 150+ businesses successfully transition from one generation to the next. In fact, with nearly 35 years of practice history, we have represented many on 2 or 3 generational transitions while growing larger, more valuable businesses.

Read More

Shareholder Liquidity

Periodically shareholders in privately owned businesses need some liquidity. Most often such liquidity does not require the sale of the business. However, tension can develop between the capital requirements of the business and the liquidity needs of shareholders.

Results

RESULTS

We have helped design, implement and often arrange financing for internal or external liquidity plans that have generated in excess of $9 billion of liquidity for shareholders.

Read More

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 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.

Read More

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.

Read More

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.

Read More

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.

Read More

Business Growth Shareholder Liquiedity Company Capitalization Generational Transition Direct Investment Planning Direct Investment Execution Risk and Return Measurement Direct Investment Oversight