Unique insights to drive your family and family office forward, authored by Family Capital Strategy
“Water, water, everywhere, but nary a drop to drink”
Family offices doing direct deals face the sizable challenge of managing a deal sourcing pipeline of several hundred opportunities per year.
There are 6,000+ private equity funds, several hundred independent sponsors, several hundred search funds, sovereign wealth funds, strategic players and additional family offices all actively looking for acquisitions. Any new family office must be cautious to not be the “patsy at the poker table.”
Far too often, family offices who are choosing to go down the path of direct investing are unable to articulate an investment strategy beyond that of “we only do good deals.”
Family offices, just like families, have ‘generations’ that raise both new opportunities and challenges to address.
Family office executives are rarely bored – but are they as productive as they could be?
Family Capital Strategy is pleased to announce that Founder, David Wells, was named recently to Nashville Post’s 2020 All-Star Board.
Treating a business like an heirloom is a risky proposition. Businesses exist in a dynamic marketplace. While a family may wish to honor its legacy for generations to come through owning and operating the same business – it must also carefully consider whether they are the right owner to steward the business into the future.
There is a tremendous amount of wealth and growth capital being allocated by family offices. We have found the following framework to be helpful in understanding their investment approach.
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