Our firm is deeply skilled and experienced in advising family controlled enterprises on how to grow by acquisition as well as how to optimize the outcome should they seek to raise independent third party capital or plan to sell the company they control

Family-controlled companies are growing by acquisition, more now than at any time in the past 35 years.  Yet most corporate finance professionals view family firms as inventory for their deals – and low-hanging fruit at that. In our experience this view is largely obsolete. Family-controlled companies used to be targets for acquisition.  Today they are often competitors of both financial and strategic buyers. Most intriguing is the entry into the acquisition business of single family offices with both substantial liquidity and deep expertise in the world of family enterprise. Both family-controlled operating companies and single family offices bring assets to the business of acquisition that non-family controlled buyers cannot match.

We help our clients leverage their strengths in the mergers and acquisition arena and manage their possible shortcomings as well.