During a Middle-Market Insights Theater session sponsored by DHG at ACG's InterGrowth conference, family office leaders discussed the distinguishing features that have led to their success in recent years.
The managing director, investor market, for the Family Office Exchange outlines trends in family office investing, including a renewed focus on buying operating companies.
Claudine Cohen, a principal in CohnReznick's Transactional Advisory Services practice, offers insight for families considering a direct investing strategy.
Family members’ needs go beyond those of a typical limited partner in a private equity fund, so transactions should be planned and executed accordingly.
Would-be middle-market general partners are launching family office advisory services to meet the growing demand for direct investments.