Podcast Episode Details

Family Offices for Searchers: A Primer

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James Bohannon of family office Belzberg & Co. explains the FO world and its untapped potential for searchers & sponsors.

Topics in James’s interview:

• What is a family office?
• Family office capital sustains private markets
• You may wear jeans, but there are tradeoffs
• Private, insular nature of family offices
• How to network with family offices
• When it makes sense to exit to a family office
• Long-term holds are a good fit
• Playing defense and offense within family offices
• Family offices do not need to raise capital
• Family offices may be friendlier to smaller deals

References and how to contact James:

• LinkedIn

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• The Acquisition Lab

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• Pioneer Capital Advisory

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• See past + future interviews on the YouTube channel
• Connect with host Will Smith on LinkedIn
• Follow Will on Twitter

Edited by Anton Rohozov
Produced by Pam Cameron

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Published on 3 weeks, 4 days ago