Family Office Podcast: Billionaire & Centimillionaire Interviews & Investor Club Insights
The Family Office Podcast released 3-7 episodes a week of interview mandate interviews, private investor strategies, innovative investment structures, and wealth management related insights.
We use this podcast to interview billionaires, centimillionaires, investors, and family offices and help founders, entrepreneurs and investors scale their platforms and invest more effectively.If you are looking to grow your business, get sharper at investing and scale you are in the right place.
Our program provides investors with insights on setting up their own single family office, virtual family office, or selection of a multi-family office to help them manage their wealth.
We cover private equity, real estate, income investments, commercial real estate, hard money lending, private loans, and innovative structures such as performance-fee only and Co-GP investment opportunities.
The Family Office Club has over 7,500 registered investors and our online investor community has over 700 recorded investor mandates, with a normal 15 live events hosted a year with 6,500 participants at those live events.
To learn more please visit http://FamilyOffices.com or text (305) 333-1155
Family Office Podcast: Billionaire & Centimillionaire Interviews & Investor Club Insights
Mergers & Acquisitions Trends: Insights on Family Businesses, Private Equity, and Market Shifts
In this episode, we speak with an expert from an investment bank and management consulting firm that specializes in mergers and acquisitions (M&A), business brokering, and capital raises. With years of experience in technology innovation and professional services, the guest takes us through their background, starting with Accenture, Countrywide Financial, and BofA, before founding their own firm over seven years ago.
The discussion focuses on current M&A trends, including the challenges and opportunities in a volatile economy, with a special emphasis on the aging baby boomer generation and the increasing number of small businesses poised for retirement. The speaker also touches on the rise of private equity-held companies and their impact on M&A activity.
Additionally, the guest shares insights on how they help family offices navigate both buying and selling, including a recent high-value transaction involving a family-owned business transitioning across generations. This episode is a deep dive into the complexities of M&A and the strategies driving successful deals in uncertain times.
We are an investment bank and also a management consulting firm. We also have
business brokering capabilities. We focus primarily on mergers and acquisitions, both
sell side and buy side. But we also do a few capital raises here and there. When
we focus on working with companies, we focus on technology and innovation primarily
and then also with the professional services as well. Just you know, my background a
little bit, I worked with sort of my career with with Accenture, went to work for
Countrywide Financial for a little while, ended up experiencing my first M &A
transaction when we got bought up by Big of America. Went to work for a few years
with transactions, went to go then work for Delight Consulting and then went to go
work for Grant Thornton before starting this about seven and a half years ago. So
that's pretty much a little bit of our
>> How do you do M &A? What are some of the trends you see today? >> Everybody is
waiting for the economy to stabilize a little bit. I can tell you right now that
year over year, when you look at January 2025 over January 2024, it actually
decreased 30 % in terms of the number of deals that were done from an M &A
perspective. However, the market is poised for great transactions. You have 60 six
percent of the small businesses actually that are owned by baby boomers, so it's
primed for retirement. You also have a lot of dry powder out there and companies
that are being held within private equity holdings for the longest time period ever,
eight and a half years. But I don't know if we'll see any really growth until
probably Q3, but I do think that Q1 and Q2 are, right now we're waiting for the
economy to stabilize a little bit and we have, I mean, if you look If you look
around, we have five different strikes planned for the next month, right? You have
Target, Nestle, Wal -Mart, there are quite a few, and then there's consumer days
where people are just thinking about not spending at all, so boycotts completely for
a couple of those days out there too. There's going to be a little bit of a rocky
road for good, especially when we think about tariffs as well. >> When you think of
family offices, do you look at it from a deal source standpoint where some families
may have created great businesses that there may be a secession issue or maybe they
just want some liquidity. Or do you also look at it from a buyer standpoint that
you have deals to show them? >> Oh, I love it from both standpoints, actually. We
just did a large transaction. It was a nine‑figure transaction with a family company.
It was owned by ‑‑ It was first started by a grandfather and went down to the
second and third generation. The second generation, they were ready to retire. The
third generation said, "You know what, I still have more gas in the tank. I want
to keep it going." And they couldn't agree on whether or not they wanted to sell.
We helped them work through the idea of selling, and then eventually we were able
to have a really good transaction. And by the way, this all happened in a six
-month period. >> Wow, that's fast. That's great. >> Yeah.