FODIS is a leading advisory firm serving single-family offices, family holding companies, and ultra high net worth (UHNW) investors seeking direct investments into operating businesses. Since 1982, we have helped private families grow their wealth by facilitating direct investments and enhancing the value of companies into which they have invested.
Over four decades, we have successfully completed 350+ client engagements, over $18 billion of capital transactions, and helped our clients increase their total business equity value in excess of $35 billion.
Our experienced team includes direct investment professionals, operating partners, and family office experts, complemented by our network of curated boutique consulting firms.
FODIS offers two categories of services:
FODIS uses a proven, research-driven process supported by a proprietary database covering ~30,000 family-controlled businesses and ~33,000 other middle-market companies across 12 industry segments. These businesses each generate revenues between $25 million to $3 billion.
Through this process, FODIS assists our clients with originating proprietary direct investment opportunities - bypassing auctions - for:
Our origination services include:
FODIS can also provide outsourced governance and oversight support, and corporate development guidance.
Our team of experienced operating partners and corporate development professionals are available to accelerate business growth, performance improvement, and governance support for existing and newly acquired businesses.
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Effective Date: April 2, 2015
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