Family Office Direct Investment^SM Services

One of our other distinguishing competencies revolves around our Family Office Direct Investment^SM Services. Business Growth Alliance has identified approximately 3,200 Segment Leading, Upper Middle Market Businesses in the United States (i.e., high performing, upper middle market businesses), which have an aggregate enterprise value of approximately of $1.25 trillion. BGA works with such companies on a priority basis to provide Integrated Business Wealth Solutions because such companies typically offer great potential for long-term growth and development.  Such companies need from time-to-time equity capital for business growth, shareholder liquidity or both.  However, in most instances, the majority of the owners of such companies are not interested in selling their companies.  They would, therefore, typically prefer receiving low-keyed, non-institutional, private capital from Family Offices, or other similar direct investors, as opposed to obtaining equity capital from private equity funds for a variety of reasons.

Business Growth Alliance has developed an expertise in providing private capital to Segment Leading Businesses through its Family Office Direct Investment^SM Services. Such services are offered to Business Owning Families or Family Offices, who are interested in providing equity capital to Segment Leading Businesses. Our Family Office Direct Investment^SM Services underscore the concept of “families investing in families”, which has historically been a key strategic component for growing larger, privately owned companies over generations.

Family Office Direct Investment^SM Services are designed to provide Business Owning Families or Family Offices with access to BGA ’s integrated business model, national network and market intelligence to enhance their deal origination process, optimize investments and exits, and enhance oversight and monitoring of their private company investments.

While many Family Offices have professional staff members in-place to oversee their direct investments, many others do not, or do not have professionals with deep knowledge of certain industry sectors. In other cases, the amount of capital needed by a particular Segment Leading Business exceeds the capital allocation that any one Family Office may wish to invest into a given business. As part of our Family Office Direct Investment^SM Services, we can oversee, manage and report on behalf of Family Offices, and can also serve as a syndicate agent when multiple Family Offices combine to provide equity capital to a Segment Leading Business.