Advisor to Family Office

Advisor to Family Office

Over the years we have developed relationships with family offices, some of whom had invested in clients with whom we were working.  These people were impressed by what they saw in our performance at their portfolio companies, and over time relationships naturally formed.  We now are in frequent contact with them, presenting investment opportunities to them that we come across in the course of our travels.  They also seek our perspective and feedback in connection with their portfolio companies.  We assist them with due diligence matters, assessing the business model, and any financial models including cap tables.