Our team sources more than 2,200 deal opportunities/year through our family office relationships and exclusive intellectual property, such as PrivateEquity.com, 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 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:
If your firm becomes a buy-side client we will document what types of co-investment and direct-investment opportunities you are seeking, and bring you vetted and directly-sourced deal flow for bolt-on or independent acquisitions. For our buy-side clients our team operates under a non-exclusive, no-retainer capacity, meaning unlike most other investment bankers we only get paid based on performance when a deal we bring you closes.
Deals we have sourced directly with founding CEOs in the last 6 months include: $20M Revenue $5.7M EBITDA; $9M revenue $1.2M EBITDA; $12M revenue $3.1M EBITDA; and Fortune 100 Joint Venture backed by a leading institutional investor.
Proprietary Directly Sourced Deal Flow: If you would like access to additional qualified and due diligence vetted deals in your acquisition pipeline please call (305) 333-1155, or email me directly at Richard@BillionaireFamilyOffice.com