More and more family offices are getting into the deal space, either alongside traditional PE or competing with funds for direct investments. But family offices are quirky. It’s often said that “If you’ve seen one family office you’ve seen one family office.” So how can middle-market dealmakers set themselves up for success when working with private investors? Here are five tips for working with family offices to increase your chances of get deals done together.
By Marcia Nelson
Marcia Nelson is Managing Director of Alberleen Family Office Solutions and is responsible for client marketing and development of Alberleen’s network of family offices and private investors. Marcia is on the Board of Directors of ACG NY and chairs the Programming Committee.