Family Office Investment Transactions

We provide precisely the transactional experience and counsel family offices need—crafted specifically for their unique objectives. Our team understands the distinct advantages that family offices bring to the table across investment sectors, how to manage the unique risks that family offices face, and how to unlock value through proprietary deal flow.

Leveraging the strength of two of the premier middle-market M&A and commercial real estate platforms in America, together with our substantial, high-stakes transactional experience in numerous other industries and verticals, our Family Office Investment Transactions Group offers unparalleled focus and know-how, backed by deep experience in key complimentary support areas such as tax, wealth planning, regulatory, and risk management.

Our Team Can Assist with Executing Virtually Any Capital Markets Transaction for Your Family Office

• Mergers and acquisitions

• Divestitures and recapitalizations

• IPOs, SPACs, PIPES, going privates, and other public market transactions

• Spinouts

• GP formations and investments

• LP investments

• Recapitalizations

• Partial sales and minority investments

• LBOs

• Secondary acquisitions and sales

• JVs and strategic partnerships

• Convertible or preferred equity and debt investments

• Structured equity and mezzanine debt investments

• Debt-for-equity swaps

• Distressed sales, including 363 transactions

• Private equity, private credit, venture capital, and search fund transactions

• Bridge financings

• Real estate transactions, including common equity and preferred equity investments, single-asset and programmatic joint ventures, acquisition and construction financings, and asset and equity acquisitions and dispositions.

• Special situations transactions

• Roll-ups and ESOPs

• Co-investment transactions

Experienced Middle Market Counsel 

We are positioned at the epicenter of deal flow and connectivity in the family office ecosystem.  Some of our attorneys have chaired investment committees of family office-backed funds, been members of single-family offices, raised family office-backed investment vehicles as GPs, invested alongside other family offices as principals, or been members of multiple family office organizations.  As one of the nation’s leading middle market M&A platforms, we strive to drive value to clients with strategic introductions to deal flow and distribution partners.

• Proprietary direct investments

• Private fund GP investment opportunities

• “Off-the-run” capital deployment opportunities

• Access to select C-suite executives

• Curated M&A deal flow

• Family office co-investments

• Family office networking & community organizations

Unique Opportunities for Family Offices to Create Leverage as an Investment Vehicle

Family offices have emerged as a top competitor to private equity and venture capital firms for investments and, by certain estimates, already control more capital than hedge funds.

• The largest wealth transfer in human history is set to occur over the next 20 years.

• Up to $124 trillion is projected to move from the baby boomer generation to their heirs.

• The sector is expected to add $2 trillion in assets by 2030, with the number of single-family offices expected to rise from approximately 8,000 to over 10,000.

Beyond the competitive rise in capital, family offices also present unique advantages in direct investments as it relates to:

• Long-term ROI over short-term profits

• Value creation through greater structural flexibility

• Attractive financial incentives and tax opportunities

• Post-investment risk management opportunities related to holding terms and reputational leverage

An integrated approach to Family Office Investment Transactions

• Cybersecurity & Data Privacy
• Emerging Companies
• Government Relations Strategies
• Litigation
• Mergers & Acquisitions
• Private Equity
• Private Funds
• Real Estate
• Tax