5 Direct Investment Risks — and How to Mitigate Them Direct investing can be risky. If it weren’t, every investor would simply allocate 100% of their capital to this area…
One Key to Successful Direct Investments A few months ago, we had a $1B+ single family office that we are working with come speak at one…
7 Mistakes Family Offices Make in Direct Investing This post is excerpted from The Single Family Office: Creating, Operating & Managing Investments of a Single Family Office. There are…
5 Steps to Close: How Family Offices Review Potential Investments This post is excerpted from The Single Family Office: Creating, Operating & Managing Investments of a Single Family Office.…
7 Mistakes to Avoid When Making Direct Investments As the number of family offices that pursue direct investments in private companies increases, so too do the number of…
Executing Deals in an Era of 11x Multiples A recent report by American Appraisal on global mergers and acquisitions valuation found that valuations have soared to more than…
Beyond Valuation: Factors that Sellers Weigh in a Deal I am often struck by the way that analysts, dealmakers, and investment bankers discount the importance of cultural and personal…
4 Truths to Know About Single Family Offices There is often the misconception that the single family office community is an extremely small one. The truth, however, is…
5 Reasons Family Offices Need to Become More Connected I am often surprised that even the largest family offices and investors have only a small network of fellow investors…