The clients we currently advise on the buy-side have an average portfolio of $1.1B, and over $5.1B in aggregate AUM with an annual target allocation of over $400M for growth capital and buy-outs.

Growth Capital Investors:The clients we currently advise under contract on the buy-side have an average portfolio of $1.1B, over $5.1B in aggregate AUM and well over $400M a year target allocation with this direct and co-investment focus:

Growth Capital for $35M+ Revenue or $5M EBITDA Private Operating Businesses

Our team sources more than 2,200 deal opportunities/year through our family office relationships and exclusive intellectual property, such as , Wilson Conferences, and the Family Offices Group Association which combine to reach 1 million professionals each week.

The clients we currently advise under contract on the buy-side

Direct Investing Challenges for Family Offices: We have relationships with more than 50 $1B+ families and every one of these families makes direct investments into operating businesses and most have requested assistance and resources on co-investing from our team.  Many ultra-wealthy families do not provide access to a high-level of quality deal