Family Offices and Passive Investors

Many high net worth individuals/families have started to look for alternative investments for their hard earned portfolios. The stock market is risky and interest rates and returns from “safer” investments have been at all-time lows for many years. They are looking to invest in a smaller company so that a family member has chance to come in as a leader or to find a company where there is a quality management team in place but where that team is not in a position to buy the company.

The big Private Equity firms can afford to have a dedicated person/team on staff that is taking the time to find opportunities, qualify, construct and negotiate the deal and get to the closing table. You do not.

Our methodologies not only will find you multiple possible deals, but help you throughout the buying process. Whether you are looking at a particular local geographic location or at several locations around the country, we can help you.