When structuring a deal, family offices invest for long-term value
12/29/24 • 23 min
This PwC report analyzes the mergers and acquisitions (M&A) activities of US family offices. Family offices are increasingly investing in smaller, growth-oriented companies, particularly in technology, biotechnology, and TMT sectors, shifting away from traditional real estate investments.
The report highlights the complexities of these deals, including tax, regulatory, and cybersecurity considerations, especially in cross-border transactions. Recommendations emphasize the need for flexibility, adaptability, and robust governance structures to navigate these challenges and achieve long-term investment success. PwC underscores the importance of due diligence and strategic partnerships in this evolving M&A landscape.
Uncover the full details here:
https://www.pwc.com/us/en/services/audit-assurance/private-company-services/library/family-offices-deals-market.html
DISCLAIMER: The BizNexus Roundup podcast features AI hosts whose analysis is based entirely on pattern recognition and reports created by actual human experts. While our hosts can process vast amounts of data, they've never actually closed a deal or sat in a boardroom.
Our discussions draw from publicly available sources and expert insights, but we strongly encourage listeners to consult the original documents and reports referenced in each episode for the complete context and analysis. The AI hosts' market predictions and deal assessments, while data-driven, are no substitute for professional human judgment and due diligence.
For actual M&A advice, please consult qualified human experts and always go to the source materials to get the full story.
Learn More About BizNexus
Schedule a Demo: https://www.biznexus.com/demo
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Follow us on LinkedIn: https://www.linkedin.com/company/biznexus
Get an acquisition loan: https://biznexus.tech/acquisition-financing
Show Credits
Intro Music Artist: DJ Freedem | Track: Pretty Boy
This PwC report analyzes the mergers and acquisitions (M&A) activities of US family offices. Family offices are increasingly investing in smaller, growth-oriented companies, particularly in technology, biotechnology, and TMT sectors, shifting away from traditional real estate investments.
The report highlights the complexities of these deals, including tax, regulatory, and cybersecurity considerations, especially in cross-border transactions. Recommendations emphasize the need for flexibility, adaptability, and robust governance structures to navigate these challenges and achieve long-term investment success. PwC underscores the importance of due diligence and strategic partnerships in this evolving M&A landscape.
Uncover the full details here:
https://www.pwc.com/us/en/services/audit-assurance/private-company-services/library/family-offices-deals-market.html
DISCLAIMER: The BizNexus Roundup podcast features AI hosts whose analysis is based entirely on pattern recognition and reports created by actual human experts. While our hosts can process vast amounts of data, they've never actually closed a deal or sat in a boardroom.
Our discussions draw from publicly available sources and expert insights, but we strongly encourage listeners to consult the original documents and reports referenced in each episode for the complete context and analysis. The AI hosts' market predictions and deal assessments, while data-driven, are no substitute for professional human judgment and due diligence.
For actual M&A advice, please consult qualified human experts and always go to the source materials to get the full story.
Learn More About BizNexus
Schedule a Demo: https://www.biznexus.com/demo
Access our marketplace: https://www.biznexus.com/marketplace-home
Access our community: https://community.biznexus.com/
Learn more about OmniSourceTM: https://omnisource.ai/
Follow us on LinkedIn: https://www.linkedin.com/company/biznexus
Get an acquisition loan: https://biznexus.tech/acquisition-financing
Show Credits
Intro Music Artist: DJ Freedem | Track: Pretty Boy
Previous Episode
How Lower Middle-Market Private Equity Firms Streamline Operations of Their Portfolio Companies
This blog post from Raincatcher, a firm advising on mergers and acquisitions, explains how private equity firms operate and boost portfolio company growth. Private equity firms invest in and manage privately held companies, aiming for high returns through operational streamlining, revenue growth, and strategic acquisitions. They are compensated via management and performance fees.
Key strategies include digital transformation, improved sales, and operational efficiencies achieved by synergizing operations, carving off underperforming divisions, and cross-selling products/services. The post concludes by advising small business owners to adopt a shareholder mindset and implement similar strategies for growth.
Explore the full report here:
DISCLAIMER: The BizNexus Roundup podcast features AI hosts whose analysis is based entirely on pattern recognition and reports created by actual human experts. While our hosts can process vast amounts of data, they've never actually closed a deal or sat in a boardroom.
Our discussions draw from publicly available sources and expert insights, but we strongly encourage listeners to consult the original documents and reports referenced in each episode for the complete context and analysis. The AI hosts' market predictions and deal assessments, while data-driven, are no substitute for professional human judgment and due diligence.
For actual M&A advice, please consult qualified human experts and always go to the source materials to get the full story.
Learn More About BizNexus
Schedule a Demo: https://www.biznexus.com/demo
Access our marketplace: https://www.biznexus.com/marketplace-home
Access our community: https://community.biznexus.com/
Learn more about OmniSourceTM: https://omnisource.ai/
Follow us on LinkedIn: https://www.linkedin.com/company/biznexus
Get an acquisition loan: https://biznexus.tech/acquisition-financing
Show Credits
Intro Music Artist: DJ Freedem | Track: Pretty Boy
Next Episode
Are Family Offices Different from Other Buyers of Middle Market Companies?
This article from Generational Equity discusses the increasing importance of family offices as buyers of middle-market companies. Family offices differ from other buyers due to their longer investment horizons and their active involvement in portfolio companies. Unlike private equity firms, family offices often seek to hold investments indefinitely and contribute operational expertise.
However, access to suitable deals can be challenging for family offices, a problem Generational Equity aims to solve with its extensive network of buyers. The article highlights Generational Equity's services in connecting business owners with suitable family office buyers.
See the full report here:
https://www.generational.com/insights/are-family-offices-different-from-other-buyers-of-middle-market-companies/
DISCLAIMER: The BizNexus Roundup podcast features AI hosts whose analysis is based entirely on pattern recognition and reports created by actual human experts. While our hosts can process vast amounts of data, they've never actually closed a deal or sat in a boardroom.
Our discussions draw from publicly available sources and expert insights, but we strongly encourage listeners to consult the original documents and reports referenced in each episode for the complete context and analysis. The AI hosts' market predictions and deal assessments, while data-driven, are no substitute for professional human judgment and due diligence.
For actual M&A advice, please consult qualified human experts and always go to the source materials to get the full story.
Learn More About BizNexus
Schedule a Demo: https://www.biznexus.com/demo
Access our marketplace: https://www.biznexus.com/marketplace-home
Access our community: https://community.biznexus.com/
Learn more about OmniSourceTM: https://omnisource.ai/
Follow us on LinkedIn: https://www.linkedin.com/company/biznexus
Get an acquisition loan: https://biznexus.tech/acquisition-financing
Show Credits
Intro Music Artist: DJ Freedem | Track: Pretty Boy
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