THREE SERVICE OFFERINGS
Originating Proprietary Family Business Direct Investments
We have a proven process supported by a proprietary database covering ~30,000 family-controlled businesses and ~33,000 other middle market companies in the twelve (12) industry segments in which we can help clients originate and complete direct investments. These are businesses with $25MM to $3B of revenue. Our proprietary database can be used for: (i) add-on acquisitions for existing businesses, (ii) new direct investment strategies or platforms, and (iii) industry strategies developed by FODIS. Our service capabilities include: (i) development of direct investment plans or acquisition strategies, (ii) identification and follow-up on proprietary direct investment opportunities, and (iii) transaction support, including negotiation, due diligence, financing, closing and post-closing corporate development assistance. We use this proprietary database and research to assist our clients with originating direct investments on a negotiated basis, enabling them to bypass participation in auction processes. Please contact us for a free demonstration of our powerful research database.
Enhancing Financial Performance & Governance
Our team of experienced operating partners and corporate development professionals can assist with professionalizing research tools & capabilities, performance assessment & planning, business growth & development, and oversight & governance for both existing and acquired businesses.
Raising Capital from Private Families
We assist private, middle market businesses and their owners with raising capital from private families to fund business growth, shareholder liquidity, or both. Our capital raising service capabilities include: (i) advice and preparation for fund raising, (ii) research and identification of prospective family capital partners from our proprietary database of ~2,300 family offices, and (iii) active capital placement assistance.
Our ability to provide such services is augmented by our BGA affiliate network.