ACG Miami Presents: Beyond Private Equity - The Rise of Family Offices in M&A

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Event Details

When:

November 19, 2025 8 AM - 10 AM EST

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Overview

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Family offices are becoming increasingly active participants in middle-market M&A, often competing with or partnering alongside traditional private equity investors. Join the ACG Miami Network for a candid discussion on how this evolution is reshaping today’s deal environment—from sourcing and structure to long-term strategy.

Gain insight into how family offices approach direct investing, what distinguishes their investment style, and how deal professionals can collaborate effectively within this growing segment of the market.

Speakers

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Ryan_Ochs

Ryan Ochs

RDP Advisory
Founder & Managing Partner

Ryan Ochs is the Founder and Managing Partner of RDP Advisory, an independent, full-service merchant and investment bank providing debt advisory, capital raising, and buy and sellside M&A services for the middle market.  

Before founding RDP, Ryan Ochs led the underwriting and origination activities for Lafayette Square's investment products and sat on the investment committee for its investment advisor. Ryan has decades of experience in credit markets and principal investing across the capital structure, leading or working on deal teams that have directly invested in and/or raised capital for approximately 100 companies totaling over $5B. Prior to joining Lafayette Square, Ryan held investment professional roles at Brightwood Capital Advisors, Star Mountain Capital, and American Capital. He started his career at RBC Capital Markets in its investment banking division.

Originally from Los Angeles, CA, Ryan holds a BSc from Georgetown University.

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Sundip Murthy

Sundip Murthy

Landon Capital
Managing Partner

Sundip is the Managing Partner of Landon Capital Partners, where he oversees firm operations and portfolio management, in addition to leading new investments. With over 25 years of private equity experience, he has led numerous transactions and served on the boards of more than twenty middle-market companies. Previously, Sundip was a Partner at Norwest Equity Partners and Snow Phipps, participating on both the investment and management committees. His earlier roles included senior investor positions at 3i Group and The Carlyle Group. Sundip began his career at Goldman Sachs. He holds an MBA from Harvard Business School and a BA with Distinction from Cornell University.

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Morgan Dzwonkowski

Morgan Dzwonkowski

Divergent Capital Asset Management
COO & Head of Investments

As COO and Head of Investments at Divergent, Morgan manages the firm's day-to-day operations and directs its investment processes. He leads a team of investment professionals, ensuring comprehensive research, financial analysis, and valuations on private market investments. Morgan provides advisory services to wealth advisors, RIAs, and family offices, and works closely with private companies advising on valuation and capital structuring.​

Before joining Divergent, Morgan was the Head of Investments at Glide Capital, a $1.2 billion RIA and fund of funds platform investing across private credit and private equity. At Glide, he led the investment process, chaired the investment committee, and directed private market investments.

Prior to Glide, Morgan worked for Kawa Capital Management, a $3 billion alternative asset manager, focusing on debt and equity private placements and the firm’s multi-strategy credit hedge fund.

Morgan's career began in private banking, where he held positions at Merrill Lynch and Northern Trust. In these roles, he provided investment, portfolio management, and capital advisory services on over $4 billion in assets for select individual clients and institutions.

A graduate of the University of Alabama, Morgan holds FINRA Series 7, 63, and 65 licenses, as well as the Accredited in Business Valuation (ABV®) credential from the American Institute of Certified Public Accountants. He resides in Miami, FL.

 

Hosted by: ACG
Chapter
Miami
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