Investment Approach and Evaluation in Family Offices

In a return discussion of family offices, Alejandro Levy takes a deeper dive into the nuances of the family office and how they structure their investment strategies. Since family offices are major buyers of middle market companies, it’s important sellers understand what they look for in an investment and who the decision makers are within a family office. The discussion includes direct investments, investment trends in the secondary market, and the differences between family offices and independent sponsors.

View the complete show notes for this episode.

Learn More:

• Should I Sell My Business?
• Dealing with Investors Who Want to Buy Your Business
• M&A Guide | The 4 Types of Buyers of Businesses

Additional Resources:

• Planning to sell your business? Schedule a free consultation today.
• Download a free PDF copy of The Art of The Exit: The Complete Guide to Selling Your Business and Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue.
• Purchase your copy now of A Beginner’s Guide to Business Valuation | The Exit Strategy Handbook | Closing the Deal
• Contact Morgan & Westfield to request a free copy of Jacob Orosz's latest book, Food and Beverage M&A: An Insider's Guide to Selling a Food or Beverage Business.
• To suggest guests, topics, or questions for future podcast episodes, contact Morgan & Westfield.

Listen to Other Episodes:

• Why You Should Consider Selling Your Business to a Family Office
• Behind the Scenes of a Family Office
• The Basics of Independent Sponsors